Business e-Services Overview

The Business e-Services is made-up of one central and versatile interface for all users needing to accomplish business related tasks. This interface provides a standardized data entry process regardless of the user. Business e-Services 2.0 facilitates transactions from campus departments to providers in the Finance Division. The Budgeting and Accounting modules include features for managing budget account access, budget activity, as well as other tasks. The Purchasing and Expense modules manage the flow of requests and expenses from University departments to the Purchasing and Accounting Offices.

The Menu Page of Business e-Services is divided into the following major divisions:

 

Navigating to

The Menu Page of Business e-Services is navigated to from the e-Services home page. The Business e-Services link is located under the Accounting Menu/Forms heading on the left column of the page.

 

Glossary

  1. FAQ: Who to Call About What. This link provides answers to basic questions and also lists the name, department, email address link and phone numbers for the key people. This list provides a quick reference for who to contact for more information.

  2. Your New Account Numbers. This link will list the old account numbers with the corresponding new account numbers. You must enter your department code and budget query password.

  3. New Account Numbers. This link will find the new account number by referencing the old account number that you enter.

  4. List of Vendors. This link will open an Excel spreadsheet of all of the vendors listed by DePauw. This spreadsheet will display the relevant information for each vendor.

  5. Human Resources Organizations (Departments). This link will display Organizations pre-defined by Human Resources and custom sub-organizations in the system. The report opens in an Excel spreadsheet.

  6. University Locations (Buildings). This link will display Building Locations. The report opens in an Excel spreadsheet.

 

Budgeting and Accounting

  1. Budget Account Access. This link allows for creating and editing accounts. Organizations, along with their parent-child relationships and assigned users, can be added or edited. Accounts are linked to the organization along with the object codes under a business unit.

    Note:
    See Budget Users.

  2. Budget Activity Report. This link will open a report that displays the current balances on the Account Summary page and transactions of the account on the Account Transaction page. Various filters can be used to display the desired information.

    Note:
    See Budget Activity Report.

  3. Reserve Budget Funds. This link allows for viewing and searching Reserve Budget funds. Status of Reserves are displayed and check requisition reports can be viewed.

  4. Budget Planner. This link allows the user to view accounts they have access to by using a department code and password. Various menus allow the user to maintain the accounts and process budget requests.

    Note: See Budget Planner.

  5. Request a Budget Balance Transfer. This link allows for requesting the transfer of funds from one account to another. This applies only to accounts with the first digit of one (1).

    Note: See Budget Transfer Request.

  6. Request a New Account. This link opens a document for requesting a new account.

 

Purchasing and Expense

  1. Purchasing Guide. The Purchasing Guide gives information on the standard functions and processes used by the Purchasing Office buyers. Pertinent phone numbers are listed for quick reference.

    Note:
    See Purchasing Guide.

  2. Purchasing Matrix. The Purchasing Matrix lists the accepted means to purchase goods or services.

    Note: See Purchasing Matrix.

  3. Commercial Card. This link allows the user to view and edit their Commercial Card Statement. Each transaction can be assigned to an account, purpose stated and explanation give. A dispute form can be initiated if an error is detected in the statement. A training section is available for using the Commercial Card Statement form.

    Card holders can be added or edited by an administrator.

    Note:
    See Commercial Card and Commercial Card Admin.

  4. Expense Requests. This link allows the user to view the Purchase Order or Check requests that have been submitted. An Add Request link will open the Expense Request Wizard for submitting a new request. Quick links allow navigation to PO or Check Request forms for the users who are familiar with the purchasing policy and know if the request should be for a PO or a Check.

    Note:
    See Check Request and PO Request.

  5. Expense Request Wizard. This link will open a Wizard that will help the user determine if the request should be for a check or a PO. This wizard is for those users who are not familiar with the current purchasing policies.

  6. Central Stores Orders (SIVs). Legacy interface to order items from the University Central Stores catalog. You need a Vax account to log in and use the SIVs system.

 

 

Related Items

Navigating Business e-Services

Budget User System (Accounts)

Budget Planner

Budget Activity Report

Budget Transfer Request

Commercial Card

Commercial Card Admin

Check Request

PO Request

Purchasing Guide

Purchasing Matrix