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Reports
you can view:
The
FM324
report provides
daily information
critical to the
payment process
associated with
university purchase
orders (PDs)
and is available
to most CUFS
users. Purchase
orders require
a three-way match
to activate payment
to the vendor.
The three-way
match consists
of: purchase
order, vendor
invoice, and
receiver. The
FM324 reports
those purchase
orders that have
been matched
to a vendor invoice,
but still require
a receiver (RC)
to be processed
in order for
payment to be
made.
Access
to the FM324
report is based
on the SHIP TO
codes used on
purchase orders.
A SHIP TO code
is used to designate
the address to
which goods/services
are to be delivered;
they can be seen
in the SHIP table
within the CUFS
system.
The
FMMNTHLY
report
is the combined
CUFS monthly
budget statements
including the
FM162 - a detail
report of revenue,
expense, and
budget; the FM160
- non-sponsored
accounts summary
report; NG32
- sponsored project
summary report;
NA31 - sub-organization
summary report.
Access is based
on 4th reporting
organization
number for all
accounts in the
reporting org.
The
NWFA6115
report - The
Graduate School
commitments to
sponsored projecs.
View actual and
expected tuition
charges for sponsored
projects. Access
is based on Area-Org
and 4th reporting
org.
The FM170 report
- Open Encumbrance Report lists the transactions that still have
commitments open on each account.
If
you do not have
access to these
reports fill
out a View
Direct Access
Request Form.
The
form must be
signed by the
user, supervisor,
and the Dean
or Area Manager.
To
access these
financial
reports
open
a current version
of either Internet
Explorer or
Netscape (Macs)
to the following
URL:
http://reports.itcs.northwestern.edu
You will need to
know your NETID(e-mail)
and your e-mail
password to
be able to
sign in to
the View Direct
report system.
If
you cannot access
this report,
contact Financial
Systems Helpline
at 847-467-3777.
Once
there follow
the instructions
found in the
View Direct (also
known as DocumentDirect
for the Internet
or Mobius) Manual.
View
Direct Manual
(PDF) Print Version
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