2. Cal Answers Procure to Pay New Org Tree Filters
Cal Answers Procure to Pay reports now allow you to quickly and easily retrieve all transactions within a control unit, division, or department
Recently the Cal Answers Team introduced two new Org Tree filters allowing you to efficiently retrieve all Procure to Pay activity for the entire Org Node that purchased a product. For these two new Org Tree filters, you no longer need to know all underlying Dept IDs and separately select each one. Now you can more easily monitor activity for large areas of campus. The screenshot below shows the new filters.
The 'Org Level' and 'Org Node' filters
(below in orange) are the new filters that leverage the master org tree, allowing you to retrieve all Procure to Pay activity for an Org Node, as well as its children Org Nodes and Dept IDs. These filters return transactions based on the unit that paid for them (the Dept ID on the chartstring).
The 'Org Node (Routing)' filter
(below in green) returns activity associated with a single routing Org Node. This filter returns transactions based on the unit that approved them (previously named simply 'Org Node').
To learn about new functionality, view the brief 4 minute video by clicking here and signing into ReadyTalk with your name to view the recorded session. For general Cal Answers program information, visit the Cal Answers website.
Getting in touch with the team
If you have questions or feedback for the Cal Answers Team, please contact Campus Shared Services IT Application Support at firstname.lastname@example.org or 664-9000 (press #1, then #2, then #2).