Quick Reference Guide

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1 Change Order (MO Accounting Funding Approval Process) Pre-Process Add comments to a Contract that will appear on the Pending CO s in MO Account Funding Report 1. Contract Administration Icon 2. Contract Records Icon 3. Contracts Icon 4. Open (Yellow Folder on Left) 5. Select DNumber 6. Click Remarks Bubble to Open Remarks 7. Highlight Funding Note 8. Enter Comments (a Green Check Mark will appear next to Funding Note ) 9. Click Remarks Bubble to Close Remarks 10. Save ACCTFUND MO Accounting Fund Group I. Print the Admin Report called Pending CO s in MO Account Funding under the Admin Reports Tab then MO Accounting Tab from the SM Reports Program. II. Review the Funding information for the pending Change Orders 1) Click the Field Office Reports Tab 2) Enter the DNumber or Select from drop-down the Contract 3) Click the Change Orders Tab 4) Run the Funding Report III. IV. Make a decision if the Change Order is good or not If the Change Order is Good, then Enter the Funding Information in SiteManager from the Pending CO s in MO Account Funding Report a) Click the Contract Administration Icon b) Click the Contract Records Icon c) Click the Contract Funding Icon d) Select the Contract (DNumber) e) Select a Funding Line to Edit an Existing Fund Source or Click New to Add a New Funding Line f) New Funding Line Steps 1. Enter Project Number from Drop-down box 2. Select the same Funding Source Code as the Category from the drop-down box Page 1/5

Enter Comments (a Green Check Mark will appear next to Funding Note ) 9. Click Remarks Bubble to Close Remarks 10. Save ACCTFUND MO Accounting Fund Group I.

2 3. Select the Category (Fiscal Share) from the drop-down box 4. Enter the Source Participation Percentage 5. Enter the Priority Order Next Number after last Fiscal Share Priority 6. Repeat for all Category (Fiscal Share)/participant - Funding Sources Needed 7. Click Save g) New Funding or Edit an Existing Funding Line 1. Highlight the line to edit 2. Enter the Funding Source Description as LLL-A-DD-CCCCCC-VV-YY- OOOOO-PPPPPPPPP where L = Line Number; A = Action (A Add, C Change) ; D = Dept; C = Cost Center; V = Variable; Y = Year; O = Object; and P = 9 digit PIN (from Pending Change Orders in MO Account Funding Report) LLL Line Number e.g., 001, 002, A Action Enter A DD Department e.g., 17 CCCCCC Cost Center e.g., VV Variable e.g., A1 YY Year e.g., 06 OOOOO Object e.g., PPPPPPPPP 9-digit PIN e.g., Select the Change Order # from the drop-down box 4. Enter the Change Order Total Category (Fiscal Share) Dollar Amount in Funding CO Amt - from Pending CO s in MO Account Funding Report 5. Place an X in the box called Send to OSC 6. Repeat for all Category (Fiscal Share)/participants - Funding Sources Needed 7. Click Save Page 2/5

Enter the Funding Source Description as LLL-A-DD-CCCCCC-VV-YY- OOOOO-PPPPPPPPP where L = Line Number; A = Action (A Add, C Change) ; D = Dept; C = Cost Center; V = Variable; Y = Year; O = Object; and

3 Change Order (MO Accounting Funding Approval Process) con t. V. Check the Funding Balances: A. Funding Balance Report - 3. Select DNumber 5. Change Order Balances Report 6. Select CO # 7. Run Report 8. Make sure for each Share that the Values Match 9. Close Print Preview 10. Close Form B. Funding Report - 5. Funding Report 6. Check Line, Act, Dept, Cost Center, Var, Yr, Obj, and PIN to make sure correct VI. Approve/Deny the Change Order in SiteManager as MO Account Funding a) Click the Change Orders Icon b) Click the Change Order Maintenance Icon c) Click the Change Order Review / Approve Icon d) Select the Contract (Dnumber) e) Select the Change Order Number f) Click the Recommendation Radio Button Approved or Denied g) Enter Comments if Necessary (Always for Denial) h) Click Save NEXT DAY: VII. Check the BCL to see if it s good: if it is then go to step # X, if BCL is bad go to step # VIII Page 3/5

Check Line, Act, Dept, Cost Center, Var, Yr, Obj, and PIN to make sure correct VI.

4 VIII. IX. If the BCL is bad a) Click the Contract Administration Icon b) Click the Contract Records Icon c) Click the Contract Funding Icon d) Select the Contract (DNumber) e) Select the Funding Line Changed or Added for this Change Order f) Place an X in the box Called Send to OSC (If didn t make change on OSC CAS) g) Repeat steps e and f for all Funding Lines Changed or added for this Change Order h) Click Save Repeat Steps IV through VII until BCL is good AFUNDSPV MO Accounting Supervisor Group : X. Run Pending Change Orders in MO Account Funding Supervisor Report 2. Admin Reports 3. MO Accounting Tab 4. Run the Pending CO s in MO Account Funding Supervisor Report XI. Approve/Deny Change Order for CO s that have a Good BCL: A. Funding Balance Report - 5. Change Order Balances Report 6. Select CO # 7. Run Report 8. Make sure for each Share that the Values Match 9. Close Print Preview 10. Close Form B. Funding Report - 5. Funding Report 6. Check Line, Act, Dept, Cost Center, Var, Yr, Obj, and PIN to make sure correct Page 4/5

or Added for this Change Order f) Place an X in the box Called Send to OSC (If didn t make change on OSC CAS) g) Repeat steps e and f for all Funding Lines Changed or added for this Change Order h)

5 Change Order (MO Accounting Funding Approval Process) con t. C. Approve/Deny the Change Order in Site Manager as MO Account Funding Supervisor - 1. Click the Change Orders Icon 2. Click the Change Order Maintenance Icon 3. Click the Change Order Review / Approve Icon 4. Select the Contract (DNumber) 5. Select the Change Order Number 6. Click the Recommendation Radio Button Approved or Denied 7. MUST Enter Comments title of reviewer and any other comments (Always for Denial) 8. Click Save OSCFUND OSC Funding Group : XII When the Change Order is Approved by OSC: A. Run Pending CO s in OSC Report 2. Admin Reports 3. MO Accounting Tab 4. Run the Pending CO s in OSC Report 5. Match the DNumber and Batch Number to get the CO Number to Approve B. Approve the Change Order on behalf of OSC 1. Login into SiteManager as the Group OSCFUND Comptroller Funding 2. Click the Change Orders Icon 3. Click the Change Order Maintenance Icon 4. Click the Change Order Review / Approve Icon 5. Select the Contract (DNumber) 6. Select the Change Order Number 7. Click the Recommendation Radio Button Approved or Denied 8. Enter Comments if Necessary (Always for Denial) 9. Click Save August 2009 Page 5/5

Click the Recommendation Radio Button Approved or Denied 7. MUST Enter Comments title of reviewer and any other comments (Always for Denial) 8.

Schneps, Leila; Colmez, Coralie. Math on Trial : How Numbers Get Used and Abused in the Courtroom. New York, NY, USA: Basic Books, 2013. p i.

Schneps, Leila; Colmez, Coralie. Math on Trial : How Numbers Get Used and Abused in the Courtroom. New York, NY, USA: Basic Books, 2013. p i. New York, NY, USA: Basic Books, 2013. p i. http://site.ebrary.com/lib/mcgill/doc?id=10665296&ppg=2 New York, NY, USA: Basic Books, 2013. p ii. http://site.ebrary.com/lib/mcgill/doc?id=10665296&ppg=3 New