WISDM User`s Manual for Beginners
Contents
1. E r E hipaa it oe e an p eee ere Hai 4 PUR D Fis D Vew Peai Took Hap Oto E Traen ints WE WIDA amp MY FAVORITES mor pirmeraz Anuncie Ss et S A ee Location Homa Parai Fideler iwa Goce Shere Delete to m Name Description My Favorits m oP panca Opera ons Foker Public Pub Shared Foliar hiy Profile Hek Sun Men Tue Wed Thu Fri Sat 12 Summary Report The summary report will look similar to the following 2 Summary Report Windows Internet Explorer s z GO v https wisdm2 doit wisc edu wisdm2 Summary aspx v 4 4 X pir Fie Edit view Favorites Tools Help Links PS8 Sign in Travel Info UY WISDM i W d Summary Report gt D ih i Page Tools NIVERSITY OF en RASDM SUMMARY REPORT BATISD wd Wisconsin Data Mart for PeopleSoft Financials Main Menu Y Comment Test Ty meme 2009 v View as Web Go Project Option Only Department v 102 Time Period YTD though 8 FEB Advanced DEPARTMENT S Account Tree ACCOUNT DEFAULT 391000 Financial Services Drilldown Level Business Unit Major Accounts DEFAULT Manager Stodola Thomas Program All v Excluding Projects View Figures v Rollup Account Budget Expenses Encumbrances Balance Budget Used EXPENSES Expenses Salary Permanent Unclassified Salary 82 801 00 0 00 48 2202. In either view figures or chart the numbers are drillable to view the detail Any amount that is underlined and shown in blue is drillable When you click on a number WISDM will first return an intermediate drill showing the combinations of chartfields and amounts For example if click on the Supplies amp Expense am first taken to the intermediate drill page Budget Used Expenses Salary Pemanent 82 HOTONT wor rei y sae sT Bg Unclassified Salary 1 Classified Salay T VST Baa 00 O00 r EDC ae 63 024 36 a0 Fringe Benetits Hae Selsey a ggo i yn 6625687 7T DE Frnge Benefits 1 l Fringes Benefits F o d 0 0 ot i060 T 5 662 95 1 voyt n 75 662 95 Supplies amp Expense EEIN S PES are E Supplies Expense Fae ep i i agg Supplies amp Expense 0 00 9 00 5 248 84 167 16 6416 00 he 307 351 87 O00 224 953 06 IBRIGE 82 231 15 Results es J oe a Mot eee _ _ _ Summary Detail Windows Internet Explorer G yv e https fwisdm2 doit wise edu wisdm2 Detail aspx level 1 amp node 5PEXP2 amp measure 1 amp amount 6 2c248 84 v 4 oH XK Pir File Edit View Favorites Tools Help Links PS 8 Sign in Travel Info UY WISDM w we summary Detail h th cay D mm v Page CG Tools ijiso Wisconsin Data Mart for PeopleSoft Finanaals M SUMMARY DETAIL Main Menu Comment Test Back to Summ
3. Project f Program p e Acct b Z Sub Class amp Chartfield Descriptions b Cl Acct Descr Time Accounting Period Journals f C Ledger f Z Line Descr i i C System Source F E Source Journal D i Z Journal Date Journal Line f CI Date Posted Cl Journal Line Re E A Monetary Amount amp Purchasing HAD f Trusted sites R100 16 Department Rollup To run a Department Rollup click on Main Menu gt Departments gt Rollup wisc edu hir wiscedu tal 4 P amp UNIVERSITY OF Wot STM a BAVISDM Westone Data Mart for Peoia Database Status femen Status Start Time End Teme Volume jm Sie SES costing rot firiehed eben lowed beyen some o al cats may Ce miming bom crewious dey 8122012 400 00 AM 8122012 4 24 18 AM 70 299 poses Star Tome ees WISS01s 27 55 AM P1272013 S240 AM para Star ampia D27017 4 1a AM D22017 42744 au YEAR END CASH BALANCES FROM FY2012 Posted by PLTRIEDLFAC on 8 13 2012 8 18 03 AM The year end cash balances from FY2012 have now been loaded into WISDM E Edit Add New UWPLT Announcement Show Inactive Announcements HRS Updates Seplember 201 Sun Mon Tue Wed Thu Fri Sat 26 27 28 29 3 HH 1 2E 3 4 5 6 7 Ke 8 10 11 412 13 14 NIS 16 17 18 19 20 21 2 23 24 25 26 27 28 29 me 1 2 3 4 5 ES Enter the Fund s Department s you would like to view Choose Aggregate or Indiviuals Check the box of the correc
4. 4 Telecomm 2201 10 90 Ahac 2011 Services 8 2 2011 8 2 2011 el Centrex PHONE Telecomm 1 2201 10 90 Services 8 2 2011 8 2 2011 INT HC20008 CHGS JY 2011 Centrex PHONE Telecomm 1 2201 16 10 Services 8 2 2011 8 2 2011 INT HC20008 CHGS JY 2011 ee Centrex PHONE Telecomm 1 2201 10 90 Services 8 2 2011 8 2 2011 INT HC20008 CHGS JY 2011 Centrex TOREO 4 2201 415 an PHONE re RIDI9NA4 RIDI9WNA41 INIT HCOC NNNAR s5 A 133 Departments Zimbra Inbox M I Summary Detail C WISDM Glossary f jr 10 44AM The first few alpha letters of the GL Jrnl ID can identify what area processed the transaction and who you may want to contact if questions arise General Ledger Effective July 1 2011 HDD Daily Deposits HR Revenue Distribution These journals distribute the daily deposit out to the respective departments HC Chargebacks such as phones physical plant postage etc HF Financial Aid Distribution HM Miscellaneous Transfer includes campus department non salary transfer requests The next digit represents the fiscal year in which the journal was processed 2 FY2012 3 FY2013 etc 26 Prior to July 1 2011 H9 were the journal id s for all the above types of transactions Payroll transactions PJ Payroll Journals PT Payroll Transfer Direct Retro FB Fringe Benefit journal IUT Inter unit Transfer from HRS JVS System journal correctio
5. 4 saii f t D eM SYSTEM PURCHASE ORDER SEARCH m EN SEARCH CRITERIA PO stanswth H 40512 PO Date s exactly PO Vindr ID PO Wndr Name isecact PO Short Vendor Name is exacty Records Per Page 5 PLAH Tied tat Dao 743 UNIV AGO TING Sabina UNTO 1 Click to Open Details The information will then be displayed for the PO you have clicked to open You may also click on a voucher ID to open the voucher details Wa zzi neos PO Detail x a x wiseedu wric edu HC 404 C 39 Googie P A D EERSTE O PURCHASE ORDER HC40412 SBANISDM PO Date 7 2 2012 PO Ref 04 2254 Vndr ID 0000000733 Vndr Name UNIV ACCOUNTING SERVICE Vndr Short Name UNIVACCOUN 001 PO Status Dispatched Complete PO is closed PO Balance 1 256 55 Buyer Name BETTINGER LEWIS Date PO was created Dispatched PO is open If balance of PO is negative the encumbrance amount has been exceeded 1 PESDUNS LOAM BILUNG SERVICES 92070 LOT 2 909 00 Actwe 2509 00 Distribution Invoices Click on voucher to open details Please NOTE transfers between POs will not be included on this page 19 PO Encumbrance Search To search for a range or group of PO numbers click on Main Menu gt AP PO gt PO Encumbrance Search RE 2 oie ron amp weedy wise edu amp m 4 P amp D UNIVERSITY OF WALOR UN SSAIM MAIN MENU EBA CaAISDM Database Status Component Seats S
6. Add New UWPLT Announcement Show Inactive Announcements Administration HRS Updates February 2012 Sun Mon Tue Wed Thu Fri Sat Ze 30 31 1 2 3 E 5 6 E 8 9 10 ie oa 13 14 15 16 17 ES me 20 21 22 23 24 PS moe 27 28 29 1 2 ie 4 5 6 8 9 10 f Trusted sites fg 100 Business Unit UWPLT has been designated as UW Platteville s business unit name Upper right Fiscal Year By default the current fiscal year upper right corner is automatically selected To view a different fiscal year click on the arrow to select another year from the dropdown Dox Database Status The database status section of the main menu will show if the database has been loaded and if any problems occurred with the daily load from SFS Each database star GL Star Project Star and Payroll Star will show the time the load started ended and the volume of records added to the star The load will typically say Completed unless a problem arises One problem that could occur is that the nightly batch processing is not completed when the WISDM load began Announcements Messages in this section may warn of a load problem explain a new feature or describe the resolution of a problem The messages are in chronological order with the most recent at the top It is a good idea to review these messages when using WISDM My Favorites Clicking on this icon allows the user to create and manage favorites Favorites are an easy way to quickly navigate to
7. Departments and Proects This will mow show all fansachons when opaneng a deparimant s summary page Enter a funding string Fund Dept and Program are required fields and click Check Edits to confirm if the string is valid The edits and error messages are the same as entering funding in SFS UNIVERSITY OF j is D M FUNDING VALIDATION INQUIRY Comment Add to Favorites WISCONSIN SYSTEM _ Main Menu TRANSACTION CRITERIA Journal Date 4 29 2014 gi Account Fund 102 Q Dept 101000 Program 1 Q Class 5 Project Records Per Page 50 The funding string entered is valid 24 Glossary Account A 4 digit code to identify the type of expense or revenue It could also be a 6 digit code when used in the budget category Equivalent to previously existing Legacy object class codes used prior to SFS i e 3100 Supplies SALCLA salary classified etc Department A 6 digit code to identify a specific operation or grant Equivalent to previously existing UDDS numbers i e 101000 321000 612117 etc Drilldown The act of moving from the general to the specific By drilling down you can examine the data underlying any summarized form of information Fiscal Year A twelve consecutive month period used by a business entity to account for and report on its business operations The University fiscal year operates from July 1 to June 30 each year Fund A fiscal and accounting entity with a self balancing set
8. another folder Share Share a favorite or folder with another user Delete Delete a folder or favorite you cannot delete your Home folder 10 In the example on the previous page if you wanted to better organize your favorites then you may want to have a folder for Financial Operations reports You would click on the New Folder box and the following screen appears E E hiipii dod iae hala Haige h ib z ele Pie Edi Wee Fewer loot ao Le gb 6 grein teint a woe ir amp Branson Ga E siegi J Tei P BRTTEESTY af Lt SDM MAIN MENU F Bag 7 ae eT U 3 Mew Fokler Hame Financa Opseratesne ok Cani Announcements Lo Lemna My F i Tipea nare for the mew foki and press OK Thi name aasi nol coniain any quotation marks pipes 1 on angled bracket characiers kir Profilit Help Sun Mon Tue Wed Thu Fri Sat ao 26 F A aa yn 1 2 a 4 5 6 T z 9 0 i 2 13 i4 1 1 iF 18 1 20 7 ge 23 274 2 w 2T Z 1 F 3 4 5 E T Enter a name for the folder and click on the OK button Back in My Favorites now have a folder called Financial Operations net Fuplores i Winders G J _ Petza rradeC dot rec madre Marap 4 x fps Fle Edt Vow Favetes took Heb ures peann Gradini Rawsa A frans QD Bogme Gta A UAITERSITE BF ONI vaene Nia Mart by rir at Pratnen Man Haon y verre ad y ry ain Meny Pi siti es ep MAIN MENU 3 MY FAVORITES psv
9. pcreetay ora Locator fNome Tira lee Cer o Dome gt e D My Favontes u Gal nanal perahons older pa nmo Public Public Shared Folies p 2321009 Financial Services My Profile U Qsessuy lelephone Semice amp lols Cig Q mo 612117 Residence Hals Administration Sun Mon Tue Wed Thu Fri Sat A OR OFT 28 OW 2345 O 9 10 11 12 13 4 6 1 WY AA 3 24 2 4 2 2B 2345 6 NF o 11 lf you want to move the three financial operations searches Financial Services Telephone Service amp Tolls Residence Halls Administration into your new folder you would check the box next to them and click on the Move button gt Maln Menu Windows internet Explores e E hipit dot wer edaja Man esa v Q e X p Fia a View Favortes Took Hap i E nagin G trowel Info AMV WIS A w Man Mens i D me i Pope C Tes OUIVERSITE OF BATISDM VN scons ARA Mart for PoopirSot Financia s Main Me act r MAIN MENU 3 Move to Folder Announcements Financial Operations Hy Pubic My Favontes a My Profile OK Cance Select a folder from the folder tree and then press OK This is the destination of the move February 2009 Sun Mon Tue Wed Thu Fri Sat So 6 272M Ws mam 23 4 5 5 6 9 10 11 12 5 16 17 18 19 2 2 2423 6 2B m2 3 4 Select the folder and click on the OK button Back in My Favorites the three searches have been moved to the Financial Operation report folder
10. searches that are frequently run My Profile Clicking on this icon allows the user to set the account tree default detail level displayed on the WISDM Summary Report Ae feo Yew Poin eo pe fe Mtayeen ramino Uwe 8 MY PROFILE Announcer ad Ancam Tree Liel Dauis Sel whal default detail kawe your account trees wil dispkiy on the WED Sumerian Report Change Paseoa Change the passid for your user account When log into WSO Pid ike lo mmedhatey see DA predefined location Annguntem ams Cit of ery cated Fairies P10 Udata De pR yew Foote os tpo whretee a frecikens p Map A gt rocio Zinta WW WDD A Bran rene x Brewery of wocanse a E Pe Wey k Oeeresiry oF omar MAIN MENU GaA ISOM 3 HELP Announcements LY System VISDM FAL A WISDM FAQ Frequertiy Asked Questions on the UWSA website My Favontes RY Syretem Wise Wi System oV oA Re ere x S m eac the base user manual for the app caton Documentation oF My Profile Onine Glossary Browse a Gctionary of terminology that is used within the VASOM system UURIN of Correct Make a general comment of sugges on Pat wil be sent lo the WISDOM development stall Help Abo VASDM Desoliys progam tie Copyright and version irformathon A Reeases Displays the addons fixes and corrections of WISDM for each released version Administration Accessibalty Statement kis the irtet of the VASOM web sit
11. 000 University of Wisconsin Whitewater You will then see the next screen where you will enter your Novell Username and Password Click Login You will then be directed to the WISDM Start Page Please enter your NetID Need Help NetID Password WISCONSIN FEDERATION IDENTITY PROVIDER WISDM Start Page When you first successfully log into WISDM you are taken to the start page which looks like the following Main Menu Windows Internet Explorer g https wisc edu a ba 9 X bE Pe File Edit wiew Favorites Tools Help t Favorites 533 Free Hotmail PS 8 Sign in e Travel Info Z Zimbra WY WISDM REVISED gal Main Menu x University of Wisconsin Pla fe H m ead Safety Tools NIVERSIT FERISDM MAIN MENU Ag we Wisconsin Data Mart for PeopleSoft Financials Main Menu Comment Help UWPLT 2012 gt ey Database Status Component Status Start Time End Time Announcements GL Star Completed 2 24 2012 4 00 01 AM 2 24 2012 4 17 32 AM ee Project Star Completed 2 24 2012 4 32 27 AM 2 24 2012 5 22 47 AM Payroll Star Completed 2 24 2012 4 09 49 AM 2 24 2012 4 32 27 AM y res FY2011 12 BUDGETS aP Posted by PLTRIEDLFAC on 9 8 2011 9 18 37 AM The 2011 12 budgets have now been loaded and are viewable in WISDM My Profile lf you have any questions please contact me at 1435 or riedifac uwplatt edu Edit Help
12. 0223233 11 6 2008 AP00202780 102 321000 1 2480 9 60 COPIER MAINTENANCE SHARP H94591 00225172 12 4 2008 AP00204689 v s Trusted sites 100 lt w e Tt STEVENSPTINFO doc t Documenti Microsof 2 Summary Detail Win pi WISM Manual doc wi Documents Microsof 15 View as A dropdown list contains the following Web Excel PDF Letter 8 5 x11 PDF Legal 8 5 x14 PDF Ledger 11 x17 Select the format in which you wish to view the transaction detail Click on the Go button Pick Custom Columns Click on this option to customize the columns displayed on your screen Click on the Update button after you are finished You can return to the original defaulted columns by clicking on the Reset to Defaults button Pick Custom Columns Windows Internet Explorer Koy GA T e https f wisdm2 doit wisc edujwisdm2 ColumnPicker aspx pageName sumdtl SB 44 26 tive sear Jer File Edit View Favorites Tools Help Links 4 PS 8 Sign in Travel Info UY WISDM F w k ag gt Summary Detail Pick Custom Columns x fm B mm p Page Tools Pick Custom Columns Check the columns you wish to see on the current page then click Update to refresh the page with the new column view You can also choose Reset to Defaults to revert your column profile to the default layout Reset to Defaults amp Chartfields OFund i z Cl Dept i
13. 13 0 00 34 580 87 58 Classified Salary 157 846 00 0 00 94 821 64 0 00 63 024 36 60 Fringe Benefits Fringe Benefits 75 662 95 0 00 0 00 0 00 75 662 95 0 Fringes Benefits 0 00 0 00 75 662 95 0 00 75 662 95 Supplies amp Expense Supplies amp Expense 448 00 0 00 0 00 0 00 448 00 0 Supplies amp Expense 0 00 0 00 6 248 84 167 16 6 416 00 TOTAL 316 757 95 0 00 224 953 56 167 16 91 637 23 T4 Done A Trusted sites 100 T 3 Inbox for bradley u W sTEVENSPTINFO dac T WISDM Manual doc Summary Report Wi Ty Document Microsof Report Options Project Option REPORT OPTIONS Project Option Only Departments Only Departments To view transactions that do not have Time Period Bath Depatments and Projects dvanced a project ID associated with them use Account Tree All Projects Summarized the Only Department option Drilldown Level UWS Major Accounts DEFAULT Program All gt View Figures Time Period The default is YTD through You may change the accounting period by selecting another period in the dropdown list The other available options are YTD through Period Only and Quarter Only Period Only will return one period s summary information 13 Account Tree Summary reports are based on account trees You may change the account tree by selecting another account tree in the dropdown box It is recommende
14. 9 13 2012 4 27 53 ar Completed AM AM YEAR END CASH BALANCES FROM FY2012 Posted by PLTRIEDLFAC on 8 13 2012 8 18 03 AM The year end cash balances from FY2012 have now been loaded into WISDM Sun Mon Tue Wed Thu Fri Sat 26 27 28 29 3 H 1 23 4 5 6 7 8 9 0 11 12 13 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 2 3 1 2 3 4 5 6 Enter your search criteria Click Submit Results will display under the search box broken out by fund ONIVERSITY OF ee IBAJ ILMAS Can enter multiple Funds amp Departments separated by commas If you want all funds you type ALL SEARCH CRITERIA Fund 102 131 Dept starts with x 101 i Counting Period exact YTO through 13 CLOSE from the drop down will Output Web You can also use the Tree icon to allow you to narrow your select a group of accounts search results Reset Seach Selecting starts with Fund 102 Gen Prog Ops Non Doc Cluster Dept Narn t xpense Budget levenut Sales Credits trncumbrances Budget Balance 191000 Chancellor s Office 425 377 00 000 0 00 3 2765 64 445 470 68 23 359 32 101010 international Admin Sppet 000 00 0 00 000 0 00 4 894 41 105 59 101040 Intemational initiatives 86 662 00 0 00 0 00 0 00 79 780 40 6 081 60 Chief Diversity Office 55 432 00 0 00 0 00 0 00 109 16 55 322 84 Total Fund 72 471 00 530 254 65 36 950 71 Expense Budget Soles Credits Encumbronces Budget Balanoe asl Becinning i A
15. AL Lig LE Ae mE obo EXPENSES baat Babay Perren Uik Salary bar eee est Em PRUULI Ta OSs to 1 Sd Salay TAH 1 614 28 oie i gp THA aF L Duaa LTE Biter E i Le IDLE EN 130157 Enna Cah Figi Becat ILA ELH HEE nos B 107 ogia A Eai eprint E Enr Per aa Er TEF zl 0r z Svea 6 bape ELS es pen Pe La 2 ee i Tete Sale Crem Sb Ore Tals Cresi Log ey Bs fue 1E 00303 a PORAL Lt ee bP Prdt S Lite Te DL i ci bed Cumani Yer Opening Man 1 DG SAT 0E AP PO Searches To search for a specific PO click on Main Menu gt AP PO gt PO Search wr Corto freit MAIN MENU Database Status Stow Start Terres Cred Tim BFE gaiisg eal Grd eter bed eet feet oe aU dala mey be rhi bee eis dey SIS A BT a A 7a 28 Den pad SAS TAA AM Fe at Sane aa AM Lierapeieed 1201 a hs aM S120 1S aT oe aM YEAR END CASH BALANCES FROM FY2012 Posted by PLTRIEDLFAC on Hi Veo 1809 AM The year and cash balances from FY 2012 have now been loaded into WISDM E Edit Add New UWPLT Announcement Show Inactive Announcements HRS Updates Sun Mon Tue Wed Thu Fri Sat 2 27 28 29 3 3 1 2 3 4 5 6 fT 8 8 10 1 42 1 14 15 16 17 18 198 20 3 22 2a 24 25 26 N B W 2 3 4a 5 18 Enter the PO number or search criteria Click Submit The PO numbers matching your search criteria will show under the search box Click on the PO you want to view to open the details wiser Hint fueron dork angele fen Pare be i
16. Provost O COLLEGE_EMS College of EMS 102 114 O ADMIN_SUPPORT Administrative Support Provost L ACADEMIC_SUPPORT Academic Support Provost LJ CONTINUING EDUCATION Continuing Education Provost O SUMMER_SCHOOL Summer School Provost DO GRADUATE SCHOOL Graduate School Provost giate 102 Click on arrow to expand or collapse the Department Rollup Tree vrrvryryvrvrvyvrvyvvy yy 17 Below is a view of how your Department Rollup will look Aggregate will not have the drop down option for departments and will show all amounts rolled up into a total figure et Le ee yaigeitnewstruebitundalO2S2el JEKI didepts ATHLETICS INTERCOLLSZEATHLETICS NFED_GRTSRZCATHL GP T v Gt 8 Gong PA TEN F l WADE Era SUMMARY REPORT oe _ Kian Benu T Comment Agd This drop down will show if the only Click next previous or use the rollup is ran as individua REPORT OPTIONS FUNS Proyect Option Ory Departments 102 136 233 Time Period TO through 13 CLOSE v igand DEPARTMENT SE drop down list to view individual ACCOUNT TOG ACCOUNT DEFAULT ATHLETICS_INTERCOLL Athletics Intercol Drilldown Level Business Und Mayor Accounts DEFAULT Excluding Projects Program AI Include Pernod 944 MGW Figurines department details Rollup lt Previous Go To ATHLETICS JNTERCOLL Next gt T receb aca oe iget erd REVEMJE J TOT
17. UNIVERSITY OF WISCONSIN PLATTEVILLE User s Manual Contacts Lindsey VanMatre Access Password New Accounts vanmatrel uwplatt edu or 342 1706 Bobbie Post Reports Queries Transactions postbo uwplatt edu or 342 1346 httos wisdm2 doit wisc edu wisdm2 VVVVVVVV VV VV WV Table of Contents WISDM General Information Accessing WISDM WISDM Start Page Department Search Using amp Managing Favorites Summary Report Department Rollup AP PO Searches PO Encumbrance Search Payroll Search Budget Control Report Funding Validation Glossary o Glossary of WISDM Journal IDs WISDM General Information What is WISDM gt Its an acronym for Wisconsin DataMart gt Its a UW Financial Data Warehouse gt ts a part of Shared Financial Systems SFS Transactions in SFS are uploaded to WISDM nightly If an upload fails or is not complete an announcement will appear in WISDM MAIN MENU YEAR END CASH BALANCES FROM FY2012 i Posted bF PLTAIEDLFAC an amp i aeoors amp TETS AM hay Profite The year end cash Balances from FYDO12 have now been loaded inte WISDOM Administratia n HRS pdit r gt It is also a web based financial reporting system used by most UW campuses gt View reports on line in PDF or down load to Excel Who uses WISDM e Management e Account Managers e Office Staff e Accounts Payable Accounts Receivable WISDM is Read Only You can t alter the data stored in WISDM
18. Y2012 have now been loaded into WISDM pga Edit fod Add New UWPLT Announcement Show Inactive Announcements Administration HRS Updates september 2012 Sun Mon Tue Wed Thu Fri Sat 26 OF 7A 79 I 71 1 Firefox HRS Payment Search h wiscedu ht wisc edu t 38 Googte Pt D UNIVERSITY OF ESAFISDM SALARY PAYMENT SEARCH Add to Favorites E 2012 SEARCH CRITERIA Fund Dept s exactly v Project Account Employee Name or Empl ID RIEDL FARREY CATHY J 00291733 Enter name or EMPLID of employee Emp Rec Nbr e g last name or 1823864 employee id Emp Class v Job Title starts with Legacy Appt ID Accounting Period is exactly Pay Run ID U Ver Nbr SCT ID Transaction Type Salaries _ Fringes Both Detail Only Check yes Output Web ad You have the option of selecting salary only fringes only or both Submit Reset Search 21 Budget Control Report Report by Fund for Department expenditures vs their budgets Main Menu gt Tools gt Budget Control Report Sell biel O https wisdm2 doit wisc edu wisden2 Main aspe D BC X UNIVERSITY OF ya MAIN MENU ijisom scone Apa Mart Sr Oae on nonoa Start Time End Time SFS posting not nished when load began some or all data may be messmo from 9 13 2012 4 00 00 9 13 2012 4 23 42 AM AM 53 95 previous day 53 Completed E ee 27 54 mines 29 22 912012 4 1502
19. ails SISIBPCPR ESE SE ea a el Wee PO Vendor Hamu ural nt Project im 1 UTI Tatlin riy Ami GOAGON FLESCH CO IHG ia Fagra 2 a430 atten a ag 08 LIGT fal The le Bisono2 WE BADON FLESCH CO INC 102 ida 2 i430 1 BLET 245 to Beaoiog Trae GOADOH FLESCH CO IMG aga 1a E 2430 abana ae ac Fld to 38 i HEI trae CECA PLD See GCH IMS 107 211049 E ZAND oa Oo ol Rit FAHLE a anagppg Ta GOADCH FLESCH CO ING dz 121000 1 z430 Taia Ge 04 88 gaji He Sune trated CLA PL See GOLF IRR 107 ae 1010 7AN 22S 0O ALH eet io REaog0T Frag iz JADON FLESCH CO IME 1 nyawo 1 2430 oh ote 163 89 2831 20 BEAO DO Teas GOSGON FLESCH CO ING igi 211050 2 agg Ber oe FrEE ear REsoo09 T217 GS800H FLESCH CO INC 102 311055 2 1430 2 pag f DE E E Beaoot 33012 SOC FLESCH GS INT 103 a4 2 i Jai gi mwa goe0 T7 20 Payroll Search You can also search for specific employee payrolls to verify payments were made in the correct departments Main Menu Li wiseedy hups wisdm2 doitwisc edw wisdm2 Main aspy E i Google a A D BHIVERSITY OF COIN SYSTEM Sy ISDM ee pn A Status Start Time End Time Volume SFS posting not finished when load began some or all data oan g2 65 537 mey be massing from previous day 400 00 AM 473 15 AM Hie bi 3 Bi42o12 giia aiar Compiled 424 41 AM 5 18 12 AM ch Rae Completed Pi eter YEAR END CASH BALANCES FROM FY2012 Posted by PLTRIEDLFAC on 8 13 2012 8 18 03 AM The year end cash balances from F
20. ary Report Fund 102 Department 321000 Excluding Projects View as Web Include SFD Pick Custom Columns Dept Prog Acct Monetary Amt A PO Veh ID Jrni Date SIE GL Jrnl ID 102 321000 1 2100 34 00 TRAVEL 00224769 11 26 2008 AP00204186 102 321000 2115 204 18 travel 00221317 10 13 2008 AP00200911 102 321000 2140 208 69 CAR FLEET CHARGES AUG 2008 9 25 2008 H90623 102 321000 1 2201 106 30 PHONE CHGS JULY 08 7 30 2008 H90533 102 321000 2201 111 60 PHONE CHGS AUG 08 8 22 2008 H90570 102 321000 1 2201 112 85 PHONE CHGS SEPT 08 9 23 2008 H90617 102 321000 1 2201 109 15 PHONE CHGS OCT 08 10 31 2008 H90680 102 321000 2201 111 20 PHONE CHGS NOV 08 11 28 2008 H90726 102 321000 4 2201 108 40 PHONE CHGS DEC 08 1 7 2009 H90760 102 321000 i 2201 111 50 PHONE CHGS JAN 09 1 28 2009 H90815 102 321000 7 2240 13 33 DAIN CHGS JUNE 08 7 30 2008 H90528 102 321000 1 2240 11 53 DAIN CHGS JULY 08 8 27 2008 H90577 102 321000 2240 15 38 DAIN CHGS AUG 08 10 2 2008 H90637 102 321000 4 2240 19 28 DAIN CHGS SEPT 08 11 11 2008 H90690 102 321000 i 2240 15 91 DAIN CHGS OCT 08 12 10 2008 H90744 102 321000 4 2240 11 86 DAIN CHGS NOV 08 1 16 2009 H90785 102 321000 1 2480 34 91 COPIER MAINTENANCE SHARP H94591 00218614 9 8 2008 AP00198213 102 321000 i 2480 21 79 COPIER MAINTENANCE SHARP H94591 00220749 10 7 2008 AP00200514 102 321000 1 2480 8 83 COPIER MAINTENANCE SHARP H94591 0
21. ccrual Adjustment Ending Cosh Balance Click to open each Department to view details 22 By clicking on the Department number you can open up each departments details The back arrow on your browser will take you back to the search results and allow you to open another Depart ey https wisdm2 doit wisc edu wisdm2 Summary UNIVERSITY OF WISCONSIN SYSTEM 1 BA ISDM wd Wisconsin Data Mart for PeopleSoft Financials Main Menu Y Comment ent to view O aRCOX S Summary Report SUMMARY REPORT uweLT Ed Add to Favorites REPORT OPTIONS Project Option Both Departments and Projects v v 102 Time Period VTD tough T3 CLOSE Adancad Account Tree ACCOUNT DEFAULT r 401000 Chancellor s Office Drilldown Level Business Unit Major Accounts DEFAULT v Manager Shields Dennis Program All Including Projects View Figures X Rollup EXPENSES Expenses Salary Permanent Unclassified Salary 280 000 00 0 00 288 399 29 0 00 8 399 29 103 Classified Salary 64 369 00 3 472 32 84 368 90 0 00 0 10 100 LTE Student LTE Salary 4 368 00 574 80 4 368 65 0 00 0 65 100 Student Salary 16 640 00 816 10 16 216 59 0 00 423 41 97 Fringe Benefits Fringes Benefits 113 660 05 754 06 113 660 05 0 00 0 00 100 Supplies amp Expense Supplies amp Expense 40 000 00 0 00 52 117 25 3 265 64 15 382 89 138 TOTAL 539 037 05 5617 28 559 130 73 3 265 64 23 359 32 104 Funding Val
22. d that this be left on the default setting Drilldown Level Select the level to view in the summary report For trees that have numbers associated with the drilldown level the higher the number the more detail that is shown View REPORT OPTIONS Project Option Only Departments Time Period YTD through 8 FEB 7 Advanced Account Tree ACCOUNT DEFAULT aT MAJOR_ CLASS Drilldown Level UWPLT BUDGET UWPLT_ REPORT ACCOUNT DEFAUL EXT SBDC_REPORT FINANCIAL REPORT Program View Project Option Only Departments Time Period YTD through 8 FEB Account Tree ACCOUNT DEFAULT Drilldown Level UWS Major Accounts DEFAULT gt Account Type Advanced Program UWS Major Accounts DEFAULT View Business Unit Major Accounts Business Unit Detail Accounts Detail Accounts The dropdown list will only contain the program for Figures are displayed by default in WISDM however you have the option to view data in WISDM as a pie chart The pie chart will change based on the drilldown level selected For example if the user selected the Chart option above as well as a drilldown level of 3 the following chart would be seen Of Expenses Account Amount 21 4 Unclassified Salary 48 220 13 42 2 Classified Salary 94 821 64 33 6 Fringes Benefits 75 662 95 2 8 Supplies amp Expense 6 248 84 224 953 5 Total 6 14 Drilldown to Detail Transactions
23. e to peowce information that is accessible to all Our wed site is based on he Tectrical Standards of section 508 part Sun Mon Tue Wed Thu Fri Sat 119422 if you fied any of the sie Cortert to be inaccessible please Contact us A 12 a na 6 U amp 9 0 n 2 13 14 15 6 17 18 19 20 2 2 323 wD 2 27 2 29 1 2 ie 4 5 6 7 amp 9 10 Department Search WISDM is no longer restricted to Favorites only This provides users with additional functionality under the Main Menu section To search for a department you would like to view go to Main Menu gt Departments gt Search jean Z Zimbra inea Main Menu m D ee ee Fu wietedu eritctdu a j 4 pi ad Ei PMIVERSITY OF We YS TT 5 MAIN MENU a s ai CMD MT A Pe FC ain Menu Comment Help E i i Database Status Camponent YEAR END CASH BALANCES FROM FY2012 Posted by PLIRIEGLFAC on BiawsUT Gb od Ald The yearend cash balances from FY 2012 have now been loaded into WISDOM Edit Leqpout H Ad Mew LVL Anuna i Shen nacine Aucune HRS Updates Admunrsbration Seplambar Au Sun Mon Tue Wed Thu Fri Sat 26 Jf FG 9 SO A 1 2 3 4 5 G Ff B 9 1 11 1 13 14 15 16 i7 i8 18 200 H 22 dd 4 25 2 af 28 29 3 1 2 3 4 5 G You will then be directed to a page that looks like the one below You will need to enter your search criteria such as the 6 digit department number and click Submit Mere ppe Emash Fund Depiimen Search H B ee rial h
24. em mere Au Lati 7 s p i B SBAISDM FUND DEPARTMENT SEARCH KES icon Gala Mart Propicia Fire T Canmenat Help Arki to Faeries SEARCH CHITE Fund Dept tana with 87403 Program Descr i emaciy Manager mexacly Raconds Per Paga so If you wish to make that specific department a favorite for easier access in the future click Add to Favorites in the black area on the top right of the page A i rit ms SUMMARY REPORT UWL 01I View as Web Go Proecd Ophon Only Departments 147 Time Penod vO through IEP Jghvaroed DEPARTMENT S Accounl Tree ACCOUNT DEFAULT 874703 Perkins Loan Program F 3 Doilldown Lewe Business Unit Major Accounts DEFAULT Manager Trotter Sheila Program Al Excluding Projects Include Ferod 999 Rollup Vi w Figures REWEHE S Tols Paracas L Behn Gr t Ranot Han Bali Cre Tier rrna mp pgg BRS i ape 1 0 28 Trah Fuanae bs PPE Bes ELis b pE Bad tot LT E peers ird ome Fe Bea Gui an a RPDS cp arom BS Frere Aad Lie eel Pean ra i LE iin Pia TOTAL LELED ele ee CRAP ra LE 13 108 07 Ces es Gurren Year Opettiny Hiri 201 401 TS ta Teal 201 40279 DERYA te Caan BEHE Cumar Yam Anya Oranssi Fur Camar Tem A ee A ne Pap cia a Cumart Yam Aspen Bain Uiaoaile 201 40 jrvetcnp doPovibeck prologibinaddray Here you can enter the Department number in the Name filed and account name in the descriptio
25. idation You can use this function to check if certain funding strings are valid Main Menu gt Other gt Funding Validation Inquiry Ween EN MAIN MENU ey SDM __ Edi Database Status Mar Toe LODO AN TEDT a eT eS a a ha a REMINDER WISDOM FUNCTIONALITY Posted by ainanmatra on Ge Taeors 75245 Abt REMINDER Effective July 1 2012 WISDOM was mo longer resincied bo Favonles ony This provides users wiih addiional tunchonality under the Maan kienu scion To search fer a doparineinl you would like io wira go bo han Minu Dipanminty Search I you wish bo make thal specie dipartiment favorite bor easier access in hea future dick Add to Favonies in fhe black eroa on the top ight of the papa Here you can enler the Department number and dasonpton of the account and click Save The accound will ow be saved bo your Fawontes The updated WISDOM Manual can be found at hap hare un pla edi see ainis aion Alm WISDOM PROJECT OPTION Admineiraban Posted by pitvanmanay on Tasers O57 55 AM rod Tan APRI i dod T a pien aE Be ee a CTL ci ee View as Web bs Go The Project Option drop down in the upper left hand comer of the Summary Report screen has now been updated io aufomaticaly defaull to Both Sun Men Tue Wed Thu Fri Sat Edit Avid Aw LAV LT Airain Show Inactve Announcements MH 1 2 3 4 5 T 68 1 N 1 13 iW 15 1 17 i 19 2271 2 23 M 2 2 HAS Upefetes 2 28 23 M 1 272 3 4 5 6 7 5 0 10 23
26. n Accounts Payable AP Accounts payable transactions reflecting a payment was made System wide transfers between institutions IUJ Inter unit journal We no longer have to issue checks between institutions 27
27. n field Then click Save The account will now be saved to your Favorites UNIVERSITY OF WISCONSIN SYS CREATE FAVORITE ay SDM O Public Save m Name 874703 Perkins Lean Program FY 3 Descnpbon Using amp Managing Favorites To use a favorite navigate to My Favorites from either the start page or the main menu The following page will open f gt Main Menu Windows Internet Explorer G gt A Nts hte do ris chien Mas asi ie X P Pe Ect wew Favortes Tous Hei p Piispan trarciifo Uwn F Man Menu gt bal Page Toots g f o A UNIVERSITY OF TBA ISDM MAIN MENU ORFE 4g MY FAVORITES tuser pt raetaz Announcement a ee ees ee Location Home New Folder Move Copy Share Delete a E My Favores o i Public Public Shared Folder 2 a 3321000 Financial Seraces C 3321100 Telephone Service amp Tols Cirg My Profile 3612117 Residence Halls Administration Heip Sun Mon Tue Wed Thu Fri Sat 25 26 27 28 29 30 31 m 2 3 4 5 oe 9 10 11 12 13 Es 5 16 17 18 19 20 24 22 23 24 25 26 27 28 m23 4 5 6 While in My Favorites there are several buttons on the top to assist in managing favorites Up Move up through the folder structure not available from Home as this is the top level New Folder Create a new folder you will be prompted to enter a folder name Move Move a folder or favorite to a different folder Copy Copy the folder or favorite to
28. of accounts recording cash and other financial resources together with all related liabilities and residual equity or balances and changes therein which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations restrictions or limitations i e 102 128 133 144 etc MTD Month to date expenditures for the current or selected month Program A 1 digit code specifying an operational area Equivalent to previously existing activity codes O Student Services 4 Research 7 Physical Plant 1 Admin Services 5 Outreach 8 Aux Operations 2 Instruction 6 Academic Spprt 9 Financial Aid F Farm Operations 25 Glossary of WISDM Journal IDs What does the GL Jrnl ID field mean Summary Detail Mozilla Firefox E Fie Edit View History Bookmarks Tools Help CC A COREN https wisdm2 doit wisc edu wisdm2 Detail aspx leNel 1 amp node SPEXP 1 amp measure 18amount 2 2c3 d r Ft L Most Visited BCS Getting Started Latest Headlines gt Welcome to Firefox http www uwplatt A Welcome To Administr A Foodservice Distributo Summary Detail SUMMARY DETAIL Mart for PeopleSoft Financials ment UWPLT 2012 View as Web Pick Fail Q int Prog Acct Sub Class Ciass Monetary Senny Descr Acct Descr PO Vehr Jrni Date Source f GL Jrni ID vendor Scenario mpI TA 4 Re Opa ID Posted Name Name
29. so click on icons drill down on the blue numbers and see everything that is available to you Accessing WISDM The WISDM system contains the campus s financial activity The information is downloaded from the Oracle PeopleSoft Shared Financial System SFS on a nightly basis The system is accessible through UW Platteville Homepage Campus Resources W WISDM Initial Logon Choose University of Wisconsin Platteville and click Select If you anticipate frequent visits to WISDM you will want to create a favorite for this page UNIVERSITY OF WISCONSIN SYSTEM amp UW SYSTEM MECA oe es LAY System Home Authentication Redirector UW System Home Select your organization Campus Login Help aa ese This service requires you ta authenticate with your local organization please selg Troubleshooting the list below ee O University of Wisconsin Colleges University of Wisconsin Eau Claire University of Wisconsin Extension University of Wisconsin Green Bay Search UW a stem scout 8 of ers La iain University of Wisconsin Madison University of Wisconsin Milwaukee University of Wisconsin Oshkosh University of Wisconsin Parkside University of Wisconsin Platteville lt University of Wisconsin River Falls University of Wisconsin Stevens Paint University of Wisconsin Stout University of Wisconsin Superior University of Wisconsin System Administration 000000000000
30. t Org from the Department Rollup Tree Click Run Query EEE z Zebra inbox 0 wiscedu C 4 t D n enter multiple Fun eNIVRSITY of Can enter multiple Funds DEPARTMENT ROLLUP al SDM separated by commas If you nan Data Mart Orr want all funds you type ALL e Aggregate Summarize Add to Favorites report of all selected Fund s 102 136 233 Dept s Dept Tree UWPLT_ORG_TREE m Run Query lt ___ Filler By Fund Aggregate Departments and Funds Add D sp Individuals Individual Reports of all funds by each Vv O ALL ORGS ALL UWPLT ORGANIZATIONS b O CHANCELLOR Chancellor s Office gt O AFFIRMATIVE_ACTION Affirmative Action Chancelior gt LJ MINORITY_AFFAIRS Minority Affairs Chancellor r v Selected Departments Department ec ATHLETICS Remove Locate O PUBLIC RELATIONS Pubbc Relations Chancellor M_ATHLETICS Athletics Chancellor Y AAR Athic M 161010 Intercollegiate Ame M 161015 Athletics Nal l Recruiting 161020 Wi Intercoll Athletics Conf gt ATHLETICS_NFED_GRTS Athietics NonFed Grants gt ATHL_SPEC_PROGRAMS Athletics Special Programs J DEVELOPMENT Development Asst Chanc Fd 102 O CHANC OPPORTUNITY FD Chancellor s Opportunity Fund O PROVOST VICE CHANC Provost Vice Chancellor O COLLEGE_BILSA College of BILSA 102 114 J COLLEGE LAVED College of LA_ED
31. tart Teme End Time Votame i f EES suting nad Anahed ate ed beye worre oll Gate may be sung bom oreviwet de 8122012 466 66 AM 123012 424 13 AM 702 angi Tempeton D27017 497 68 AM S127017 828 40 AM Foou car Corp heters Stasots 41443 AM S129012 427 44 AM YEAR END CASH BALANCES FROM FY2012 Posted by PLTRIEDLFAC on 8 13 2012 8 18 03 AM The year end cash balances trom FY2012 have now been loaded into WISDM Edit Add New UWPLT Announcement Show Inactive Announcements HRS Updates Administration September 2012 Sun Mon Tue Wed Thu Fri Sat 26 27 28 29 30 31 mi 2 3 4 5 6 l 8 me 10 1 2 9 u p 16 17 18 19 20 21 22 23 24 25 2 27 2 2 Sus 1 2 3 4 5 6 Enter the PO search criteria such as the first two letters and number of a PO series Click Submit All PO numbers matching the criteria will be displayed below the search box r h Zimbra Inbox ie Pita i wiseae bity di ait wieed lenp F khranrrtearchasp E 4 iai had P D TPO Encumbeance Search WISETH SYSTEM PO ENCUMBRANCE SEARCH ayisom cn Duis Mai for Pesan Finaroas Add lo Fevonbes SEARCH CRITERIA Fund Dept is exactly x Project Program ACCOUTL t exacty Accounting Period through Close PO statswith PO Date is execty Vendor ID g Click to PO Vendor Nare Records Per Page view PO oa Click to view encumbrance details i5 eiachy Click to view details EEEE payment det
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