New Cost Center and Cost Center Change Request

1. New Cost Center and Cost Center Change Request Stephanie Williams Systems Administration Manager

2. Requesting a New Cost Center Who can request a new Cost Center? • School Fiscal Officers • Administrative Service Officers • Directors/Assistant Directors • Other users must be given authorization by their Fiscal or Administrative Service Officer Where is the Form located? • The form is located in SciQuest under the forms tab. Employee Engagement Committee

3. Cost Center Request Form is located in SciQuest Employee Engagement Committee

4. Cost Center Request Form Employee Engagement Committee

5. Steps to Submitting Forms in SciQuest • Fill in required fields. (All bolded fields) • If the line item does not apply, choose ‘N/A’ from the drop down or simply type ‘N/A’ if a drop down listing is not provided. • Once all appropriate fields are filled in add the form to a cart by selecting ‘GO’. • Then click proceed to checkout. • Next you will be asked for Shipping and Accounting information. • Click on the Required field box and select “Service Building” • Fill in your name and Rm/Bldg number. • Then click save. Employee Engagement Committee

6. Providing Shipping Information Employee Engagement Committee

7. Next Enter in a Speedchart Key to Route the Form Employee Engagement Committee

8. Click on Accounting Codes tab • In the Speedchart Key box, click on “Select from all values”. • In the values box type in the first letter of the appropriate speedchart for routing and click search. (Provided on the next slide) • Select the correct speedchart key. All fields will be populated except for account. • In the Account box, click on “Select from all values” and then click search. • Select an expense account and then click save. Employee Engagement Committee

9. Speedchart Keys Used For Request Employee Engagement Committee

10. Final Review Once all information is entered with no errors, you will receive this message: If you are a requester in SciQuest you can now submit this cart to workflow, if you are an approver you will need to assign the cart to a requester in your department. The requester will then be able to submit the request to workflow. Employee Engagement Committee

11. Cost Center Change Form What are Cost Center Change Forms used for? • Cost Center description updates • Chartfield Value updates • Fund code • Department • Function • Cost center Attribute updates • Owner • Manager • Alternate Where is the Form located? • The form is located in SciQuest under the forms tab. Employee Engagement Committee

12. Cost Center Change Form Employee Engagement Committee

13. Cost Center Change Form Employee Engagement Committee

14. Steps for Submitting the Cost Center Change Form • To submit a cost center change form you will need to follow the same instructions for submitting a new cost center request form. • Please refer to slides 5 through 10. • Use the speedchart key NEWCSTCR to route this form. For questions regarding the Cost Center Request form or Change form email Stephanie Williams at sxw079000@utdallas.edu or call ext. 2637 Employee Engagement Committee