460 likes | 539 Views
CSMA Batch Processing Clinic. Course Goals.
E N D
Course Goals At the end of this course, you will be able to use the Chart Security Maintenance Application (CSMA) Batch Upload Process to request the value changes in selected Chart of Accounts (CoA) segments. Batch uploads can process the following requests for all segment types: • ADD • MODIFY • DISABLE
Course Goals, continued You will also be able to: • Use the batch processing function to view and print the Batch File Upload Results Report. • Use the CSMA Reports function to view and print the Batch Summary Report. • Use the CSMA Manage/View function to view requests created by the Batch Upload Process
Course Contents Unit 1: CSMA Batch Upload Process Unit 2: CSMA Batch Reports Unit 3: Managing Your Requests
Sub- activity Org Fund Tub Object CSMA Batch Processing Clinic Unit 1: CSMA Batch Upload Process Activity Activity Root
Learning Objectives At the end of this unit, you will: • Understand how to log on and navigate to CSMA Batch Processing • Understand who should use CSMA batch processing • Understand the features of CSMA batch processing
What Is CSMA Batch Processing? • CSMA batch processing is an Excel tool that allows you to submit multiple requests for the same segment and request type • CSMA batch processing features include: • Robust request validation on upload (same as individual requests) • Same derived fields and inter-field dependencies as individual requests • Customized Excel templates for specific segments and request type • Customized reports to identify request errors and to summarize successfully loaded requests
Who should use CSMA Batch Processing? • You should use CSMA batch processing if you: • Routinely submit multiple requests for the same segment and request types • Have a thorough understanding ofvalidation requirements • Are familiar with the codes that underlie the CSMA picklists • Can work with Microsoft Excel and know how to save Excel worksheets in different formats
Sub- activity Org Fund Faculty RSO Faculty RSO Faculty RSO orgs orgs Balance sheet Other income statement orgs Balance sheet Other income statement Balance sheet Other income statement Building Non-RSO Building Non-RSO Building Non-RSO Activity Tub Activity Object Root What Does CSMA Batch Allow Us to Do? ADD MODIFY DISABLE Child, Budget-only, Parent
How Does CSMA Batch Work? • Navigation • CSMA Navigatorscreen launches separate web page • Excel Templates • Available on-line • Customized by request type, segment, range and value type • Comma-delimited format for upload • User-designated filenames & locations for load files • No minimum number of records • Unique Batch ID for batch; unique CSMA Request ID assigned to each record in batch
How Does CSMA Batch Work? • Security • Templates limited by range and value type • Within template range, range of values allowed by active CSMA responsibility
ADD_ORG ORG ADD_FUND_RSO RSO ApprovalNon-RSO Approval FUND ADD_FUND_NONRSO ADD_ACT_BS Balance SheetOther Income Statement ADD_ACT_OIS ACTIVITY ADD_ACT_PARENT_BGTONLY Parent, Budget Only SUBACTIVITY ADD_SUBACT ADD_ROOT_BLDG BuildingFaculty ROOT ADD_ROOT_FAC Parent, Budget Only ADD_ROOT_PARENT_BGTONLY Templates, ADD Examples Template SegmentType Range
Central-Only Templates • OFAA Only • ADD_ACT_CIP • MOD_ACT_CIP • Apps Admin Only • ADD_OBJ • MOD_OBJ
Lines 1-3, locked cells, FYI only Line 1 =Template Name, Version, etc. Line 2 = Column Headings w/Notes Line 3 = Sample Data Additional information on column and data Template Header
Template Population Hints • Follow Batch window prompts • Use a new template each time • FYI description on MOD and DIS • Do not use a tub or parent prefix in the description field • Comments >240 truncates on conversion • No double quotes (“) in any field • Correct errors in your original Excel file, then re-save as a csv file
Log on to Oracle Oracle: Sign-on Screen
Personal Home Page Your responsibility • Each responsibility allows access to a unique rangeof CoA values assigned to you
Displays the CSMAresponsibility you selected at the top CSMA: Oracle Navigator Window • The menu displays the various forms and data you can access using this responsibility • Allows you to build a a personal “Top Ten List” of frequently used items
Open the Batch Processing web page from the menu or your “Top Ten List’ CSMA: Oracle Navigator Window
Launch CSMA Batch Upload web page Exit back to CSMA Navigator CSMA: Launch Batch Upload
Follow screen prompts CSMA: Batch Upload Web Page
Unit 1: Batch Demo • MOD FUND Batch
CSMA Batch Processing Clinic Unit 2: CSMA Batch Reports
Learning Objectives At the end of this unit, you will: • Understand how to run and interpret the Batch File Upload Results Report • Understand how to run and interpret the Batch Summary Report • Practice loading a subactivity batch, viewing the Batch File Upload Results Report, and running Batch Summary Report
What is the Batch File Upload Results Report? The Batch File Upload Results Report is: • A report that shows all validation errors associated with a failed batch record • Generated by CSMA if any of the values in your batch fail validation • Launched from a link on the CSMA Batch web page
Note Assigned Batch ID Link to launch the CSMA Batch File Upload Results report CSMA: Batch Upload Results Web Page
Always print this report before closing this web page You can review the errors that caused your batch upload to fail The Batch File Upload Results Report
What is the Batch Upload Summary Report? The Batch Upload Summary Report is: • A summary of all batch requests that have been successfully loaded to CSMA • Shows CSMA request IDs assigned to each successful batch record • Launched from the CSMA Navigator screen
Select PDF and enter Batch ID # Leave these as preset by CSMA Select Single Request and click OK Click Submit The Batch Summary Report
Click View Details to view your report The Batch Summary Report, continued Wait until report is completed.
If you enter a tub or parent prefix in the Excel template your request will fail validation The Batch Summary Report
Unit 2: Batch Exercise • ADD SUBACTIVITY Batch
CSMA Batch Processing Clinic Unit 3: Managing Your Requests
Learning Objectives At the end of this unit, you will: • Understand the CSMA Manage/View Function • Have practiced using the Manage/View “Query Sets” to manage your CoA batch requests
What is the Manage/View Function? The Manage/View Function is: • A selection of preset search parameters to help you: • To find a specific CoA request you have made • Those saved for later, pending, unapproved, queued for upload, or all your open requests • To find a specific CoA request made in the CSMA responsibilities associated with your user ID • By value, description, request ID, batch ID, requestor name, or current status
Manage/View opens WITHIN Oracle Opening Manage/View
Select Batch ID Query Set. Enter Batch ID and record range Click Find Manage/View: Batch ID Query Set
Your search parameter(s) Your CoA requests Manage/View: Query Sets – Results
Request Status will determine action you can take, e.g. view or complete Open selected CoA request New search Check for new requests Manage/View: Query Sets – Options
Unit 5: CSMA Manage/View Exercise • Query Sets – Batch ID
Resources: ABLE ABLE, Harvard’s online help tool (http://able.harvard.edu)
Resources: Recording Secretary’s Office (RSO) The RSO website (http://www.aad.harvard.edu/rso/html/home.htm)
Resources: Office for Sponsored Research (OSR) The Research Administration (OSR) website (http://vpf-web.harvard.edu/osr/index.shtml)
A+ CSMABatch Processing ClinicThanks for coming!Your feedback is appreciated!