Maine's Public Universities - University of Maine System

Finanicials Training Materials

Please use the documents linked below to help you become familiar with how processes function in the Financials MaineStreet system and the MaineStreet Marketplace. You can also use the MarketPlace UPK Player and the Financials UPK Player to view demos of processes and practice them in the UPK Player simulation environment.

DOCUMENTATION
Topic	Process Docs	Quick Guides	Last Revised
Financials - General Ledger
Create/Update Journal Entry	PD	QG	10/27/2011
Copy Journal Entry	PD	QG	10/27/2011
Print a Journal Entry	PD		10/27/2011
Excel Journal Entry	PD	QG	10/27/2011
Customize Journal ChartField Order	PD		10/27/2011
GL Translate Tool	PD		10/27/2011
Running GL inquiry Reports	PD		10/27/2011
Navigating to and Setting MarketPlace Default
Navigating to MaineStreet MarketPlace	PD	QG	01/11/2011
Accounting Codes	PD	QG	12/08/2010
Set Accounting Code Favorites	PD	QG	07/25/2011
Default Ship To Address	PD	QG	12/08/2010
Email Notifications	PD	QG	12/08/2010
Customize Tab Order	PD	QG	11/04/2010
Purchasing (Shopping/Requisitioning)
Search for General Item & Filter Results	PD	QG	12/08/2010
Create a Cart from a Hosted Catalog and Save	PD	QG	11/04/2010
Cancel a Punchout Session Without Returning Items to a Cart	PD	QG	11/04/2010
Add to Existing Cart from Non-Catalog Form	PD	QG	11/04/2010
Create New Cart from Vendor Quote	PD	QG	09/16/2011
Non-Catalog Multi-Line Order	PD	QG	08/31/2011
Create New Cart from Punchout Supplier	PD		12/13/2010
Create a Favorite	PD		11/04/2010
Create Shared Favorite	PD	QG	02/23/2011
Unassign a Cart	PD	QG	11/04/2010
Modify an Existing Cart	PD	QG	12/08/2010
Copy a Previously Submitted Cart into a New Cart	PD	QG	11/04/2010
Submit a Check Request via Forms	PD	QG	01/10/2011
Submit an After the Fact Form Request	PD		09/23/2011
Remove Cart from Workflow/Edit/Assign	PD	QG	12/13/2010
Retrieve an Assigned Cart	PD	QG	12/21/1010
Edit a Retrieved Cart	PD	QG	12/21/1010
Add Items to a Retrieved Cart	PD	QG	12/21/1010
Return Cart to Shopper	PD	QG	07/25/2011
Proceed to Checkout to Finalize Cart Information and Place Order	PD	QG	12/21/1010
Add Split Accounting at the Line Item of a Cart	PD	QG	12/21/1010
Add Ship To and Attention To at the Header of a Cart	PD	QG	11/04/2010
Update Shipping Address and Attention To on the the Header of a Cart	PD	QG	12/21/1010
Add/Update Ship To Address		QG	03/25/2011
Preview Requisition Workflow and Purchase Orders	PD	QG	12/21/1010
Submit a Cart to Workflow	PD		11/04/2010
Research the Workflow Status of a Requisition	PD	QG	12/21/1010
Assign Substitute Requisitionser	PD	QG	12/13/2010
Add Comments to the Cart	PD	QG	01/10/2011
View All Comments for Related Documents	PD	QG	07/25/2011
Add Accounting and Comments at the Header of the Cart	PD	QG	11/04/2010
Withdraw a Requisition	PD	QG	02/23/2011
Document Search - Simple Search	PD		03/26/2012
Document Search - Advanced Search	PD		03/27/2012
View the Status of a Payment	PD	QG	11/04/2010
Create a SpeedType	PD	QG	01/10/2011
Retire a SpeedType	PD	QG	01/14/2011
Add Payment Terms Advice	PD	QG	02/04/2011
Remittance Advice		QG	01/13/2011
Request a PO Change	PD	QG	02/04/2011
Receiving
Create a Receipt	PD		04/03/2012
Create a Return or Reversal Receipt	PD		04/03/2012
Approvals
Email Approvals	PD	QG	07/26/2011
Navigating Approver Workflow Queues		QG	01/13/2011
Assign, Review and Approve a Requisition	PD	QG	01/10/2011
Assign, Review and Partially Approve a Requisition	PD	QG	02/04/2011
Approve a Requisition	PD	QG	12/08/2010
Reject a Requisition	PD	QG	11/04/2010
Return a Requisition to the Requestor with Comments	PD	QG	11/04/2010
Forward a Requisition to Another Approver	PD	QG	11/04/2010
Assign Substitute Approver for Individual Approval Folders	PD	QG	03/30/2011
Assign Substitute Approvers for All Approval Folders	PD	QG	11/08/2011
Reject/Cancel an Invoice	PD	QG	01/10/2011

04/03/2012