BMW - Budget Manager Web

Automatically refresh main page on change (Y/N):

Display Cheque Link on Invoice Detail (Y/N):

Yes will allow users to click on cheque hyperlink and see cheque details.

Using Document Storage For BMW Invoices (Y/N)

Yes will allow users to view attachments (must have DSS set up)

Document type code for invoice from Document Storage:

FIN_AP_INVOICE

Document type code for P-CARD from Document Storage:

FIN_AP_INVOICE

Additional non-standard JE source codes required to display invoice detail.(Ex:/PC/):

Define all invoice source codes that are non standard to hyperlink to invoice.

Display Batch Nos with links to view details (Y/N)

Yes will allow users to click batch hyperlink to see batch details.

Display Level Descriptions on account summary page (Y/N) :

Yes will allow users to sort on GL elements and subtotal hyperlink.

Display GL Selection Description in location select if using Selection Criteria codes in override (Y/N/FIRST)

Ignore PRM Assignment Authorizer Locations (Y/N/O):

Yes will ignore Authorizer location, No will not ignore, O will ignore unless in override in SB.

Cache Selection Criteria (Y/N) (must be N if using district and school based together):

Show Requisition No on Purchase Order (Y/N):

Yes will allow you to view requisition number when clicking on PO hyperlink.

*Ending year for year selection:

This can be used to limit the years displayed, if you don’t want users to see current year while setting up budgets.

*Starting year for year selection:

This can be used to limit the years displayed, if you have 10 years history but only want to show 5 you can enter starting year.

Set limit on number of accounts to trigger links:

This is used to limit the number of transactions show, 100,000 to 200,00 0 is most common.

Add Tooltips descriptions on levels (Y/N):