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webBASIS vs. 3270 BASIS
Is there a difference?
Which should I use and when
should I use it?
Using webBASIS for viewing
Accounting Information
View your Accounting data
View Report Codes
View Employee Sets
Download data to an excel spreadsheet
Viewing Accounting Information
for a Cost Center or DAC
Notice all projects roll to
the DAC making it
impossible to easily check
your balance from the
web if you have a cost
center within AGRI that
rolls to a DAC
Using Employee Sets
An employee set may be created when you want
to allow your staff who have a need to view cost
center information, but do not have an
‘electronic’ desk in BASIS. For Agriculture to
use this though, There can only be one project
assigned to the DAC. See next screen to view
what you can do with an Employee Set.
Employee Set Example
You have the
option of
viewing by
Periods or
LTD (LTD only
works on
grants)
Employee Set Continued
This is a view of
LTD and also has a
link to download to
an excel
spreadsheet
Did you know that you can also
do Receiving on the web?
Which method is better or does it
matter?
Comparison of screen layouts for a PO line.
Notice on the web
you can easily see
that there are
invoices that
require receiving
Link to
image
of
invoice
webBASIS Approval Screen
In this example I selected one of the invoice entries from the previous
screen. Notice I also have the ability of pulling up the image of the
invoice prior to approving the charge.
Looking for Invoices where NO Receiving
has been done.
3270 BASIS - LUIB
webBASIS
Did you know you can create the
Travel Claim on the web?
There definitely are some benefits to
creating the Travel Claim from the
web.
Initial Screen Layout
Defaults 2
legs, but I can
add up to 20
legs
The only 2
limitations of
processing the
claim on the web
is:
1. Cannot
change the
vendor
address
(would have
to do that in
3270 TC)
2. Cannot delete
a claim on the
web. (Would
have to
delete it from
3270 TC)
Notice the R
beside certain
columns. This
signifies that a
receipt is
needed.
Did you know that you can view
open POs for a Category on the
web?
This is a great feature when attempting to locate
open POs and categories associated with a Grant,
or when you want to change the category on
numerous PO lines
3270 BASIS using LOPC
webBASIS view of open PO lines for
a Category and DAC
webBASIS view of open PO lines for
a Category and DAC
webBASIS view of open PO lines for
a Category and DAC
If the
Encumbrance
is 0% then
the category
is no longer
being used.
If ‘blank’
then the
category is
still active on
the line.
Did you know that you can view and change
Asset Information on the web?
Updating from 3270 (ABRL)
Updating from webBASIS
Select the
Appropriate Action to
Perform Then select
your Tag #
Did you know that employees have the ability of
viewing their Pcard and Tcard purchases on webBASIS?
An employee can log in
via the Employee Login
and access this link.
Viewing the eBusiness Charges
Click on the
eBusinss Partner
Code link in order
to get a list of the
E-Partner Cds.
Select the
appropriate code
and then enter
an on or after
Date Received
List of Pcard charges for an Employee
You can now
select a charge
and view the
information
along
with an image
of the receipt.