MUNIS User Manual - University of Nevada, Las Vegas
Contents
1. anaes Oo aS OR ED TOT Am lan ac moe accourt Chek TEE ET can Dein rc ot budget antes a yea nd purchase order processing 555587 TE SET Balance Cha Ine tolder ton or sensuri 5595558559 TE Seat oor TS sme wr ocna pce res foni amount hehe de buon tr 69558585 Tea ann Tr os ed agar a SITE no yet deducta ali De ll amount encumbered hough regen Cc he der baton T create an aive set requins lorte associated year and in quon Entry The Requsiion Eny fa contain fh selected esa on ai least one al ine natasha Alor goal mon ies not encumber GL acounts Raqustons ae 526 98 however you may S o import ots Tapeh To Dale LE palanca ire account Als he amount in e tencumbrance balance ior mullysar eds 859555 RU 885 5550 Peter Ung Percent of Be Buga a as bee pen ET at or encumbered 1 you use percent as ana or he Find procesa type e amalesi percent used you wish oed For example t you ener 10 he program inde 10 and everyting upto 100 percent Orig Bus Tr 9 8 adopted budget amount re curent year pda tom he Bul Completion Joumal on pe Budget menu RATE The ew D GI AGATE DT Budget revisions can be e ru of budget vanslers or yearend purchase order processing TN IT ARE TPE TE RE ncap DENT Euge Te sneering DEN DRT TFE TATE PETITION RTE Incep Ravi To Dale TR Weston 88 0 yes balance acu palanca ine acc2. ip to ou buyer u the requin such 5 86 PO to Vendor KUSH c These pero comments must Dianae Nowe an the delivery pen Click the General Notes ir buen 2 Cice Add New Record buon DICITIS The Regus Date Time and Created By Sl vill aut GL Von il oa he Nite Li En o AM your tend shen king e Green Check M Cop Lefi comen Toac another note ick Add New Rested ban a Wie yo Ive asp yu Is une Cos the General Notes sereen by clicking un the Box withthe X init Top Right corner of sereen e You directed back nthe Requisition File Malmenance Semen 10 Tab he Vendor i 5 Slt vene by cg on ie Elipses iin the Vendor Number fd a You vil ser Vendar Help dig bot Type the etme cee t da ome et the vendor ism been ALL CAPS o Hi Emer or the Accept kan Green Che A ing fen the be speli you entered il appear Domble click w sert the vendr that yo will IF rhe des displayed got the one yow need ck on the Elipses ad jast after the vendor The Vendor Address alp acre wil one wp 594 comic by double king on it 11 IE your Vendor ix no listed please let us know hy Importing a note in the Vendor Sourcing Notes 5 Click on the Vendor Soureing Notes 855222 kumon o Click om the Import baton Lest uf sereen Appleton amp W Forms re cn e Vendor Vou an Em on ur ee
3. Sp a la NEON Bine ht E When the lie are complete Pts um EE Approval icon Warum Close the Vendor Sourcing Note sessen by clicking un the Red Box with the Xin ED 12 Von wil then to the Requisition File Maintenance screen The Entered By and Ship To will be populated witk deal 13 Tab he Reference field Filin wih the name ofa Contact Person fom your dept and hei Kl Phone Number including area code Tac wil be pres on the PO 14 yo have a Cath With Onder I press the tab key to gett the T Oper Regn pro ey to et fo IENO Cash With Onder needed Click on the Aceept dean M bunton and you will be directed to the Line Detail Seren Shp ta Step 19 om page 13 15 Tab ea e ing 16 nyu as el 7 c Freight 16 The Method Term Sel vil ef to Ne 30 De Ths should unless you need a Cath With Onder or Auto Payment Schedule e oy delete she Ne 30 Dayr wong and type in CASH WITH ORDER or AUTO PAYMENT 17 ah the Bil To ld S This wl del your Mal Sep us nerd to change he Mal Stop lek onde einen and n ining o vid Mal Sp appear you 25 unsre lene on he default value This foam potant step as this Mal Stop code wil be ured ensure your are mailed o you directly and NOT Accounts Payable 18 Tab he fling lds no entry required i these eld Special Handling t daa as N NONE Allocation eld Buyer feid Review fld Typ
4. Ck a older Bun or acu on projects associated wth ul The ul gererlldger account number You can ar ns number dng Pa Find procos jou entar he og and abject code lr a account ne program Somaetes tis boe win me t account number 5555285857 The ener Taager account descroton Tre program competes tis box according 1a he omit code or iod number entered bora accessio Aring the Pind process Type The type o account balance sheet expense revenue reiste Sel the bank optan o si per year or cosed An outre satus whether ops par artere can be pte Son on at reports playing aan tration nd are generaly avalabie tar postng Nent Year tate ihat accon is oriy avail tor neri year budget entres and reports You cannot post vanator to a account In ie coren yasr The Sianas cl e accoun changes onee ne Year End Cise process s competed Mache stata prevent a posing ta e account Accounts wih te etl tn apr Ai ante ageres ofthe presence o conl yew rarsactons Te sccoun can be raac ted an We TRE RE SES Wat an Bo E CITUR see al and aly pini ose report rio ne open 1a pi ses account You may al nier any vansactons against An accounts esgnaed a Closed thre nas been no acy ter a budget ihe und a muiyear und posted inte core year RER SENTE ee Ts box conans 8 oup code 669689 win ne Wal Year Tes br SRT TST E WE HST TER Program Tis T
5. Approval Displays al work aci fora panel purchase Saving Your Requisition Number for Later Referencing Option 1 Printing Your Requision pon re our elon t esa ba MUNIS then ye pt hy Sc echan 1 yom neea ing ou ein cick on he sare ine B buron ype in your raion number nthe Requisition Number eld and hie Vo map ne ithe Ya wilt Oa wide Medii Fr Von wil a Pii window These pons def Click the Accept icon Von wil nes ac a Pre indes Vous defi printer srl ataca be ac OR Von document vil Bear at be formatis ze hat what it oa the den Vou vll be dde i pn requin aber he vender no ne epurare ou entered on your reg Being up your nd lic onthe icon Vou shold abeay seleet Ro Format CHAR Von will ze se Prim Optherwinden These options will det Click be Accept con The ciens wil ned ne eee lb ei er Now back tn MUNIS App Center Open tn Sem and double dick a fol Fi Mann tyler Cl the icon hau then the Accept icon ren ck me icon E 1118881111 e Vom the tersen he nd and click Von will nec to selec your ave locaton change the Fe Name and choose wich Ge pe errem
6. E OT To WT DT TE rola grup conis re scurt Balance we beging of he ened accountng pai mort cert year or lat Te oT RES SY a TT ascot perad uen monin year or last ea Tni msc TI IATA ASST NDR STIE ER Jesa ary atvy amounts 5852885825 Tre garer eger arr DE ast year ER EE FETESTI TO ET Viren asi yer FEVER TT TN ET 589 06987 TT NET Percent COTE Tea sie ver Sy Fergal Approp Tsang ocean balance EESEL TE Ia OI 532955 an TT UT Revised Budo Tre Tv Buga aroun sr ra DAT TRE TT PT ERT AM STET s SPST uus Te encumbrance batanes provides the ttal amount marta io ousandng oon om me Some aa badget reed by ne Per aye deduc at ne 98 amoun encumbered trough renden LE D oir Percent Used TPE TIE TT ncepi FE esto to a of year balanca 805 e actual EEUU er ZI Tre orgi amour Tre Tec y a Changes Tam a SE Revised Goat Tr rage ae aan VID Real Tia cual year ne ares Percent Compete Th evsesbodgers parcerias TE GR A Seren yar tacal ear tar norstantard tal year cout sre ne faca year based on me ending al dale oi me nord cel year he calendar ea n EEE pe enat wa pete year tor e Original Budget The cri adapted budget ame ar the nt Jaca year anser RE 0909086652 SOTA Budget The ttd budget amount vant an m another accout Giek
7. Volume UNIVERSITY OF NEVADA LAS VEGAS Purchasing amp Contracts Department MUNIS User Manual MUNIS Volume 7 2 User Manual Table of Contents Introduction How to Sign In Requisition Entry How to Approve Rejeci a Requisition How to Look Up a Vendor Vendor Inquiry Screen General Ledger Account Inquiry Reference Your MUNIS Issued Purchase Order Saving Your Requisition Number for Later Referencing General Information How to Search in MUNIS Introduction MUNIS is an ERP solution that integrates the Purchase Order application with our Advantage System T yler s Procurement software gives agencies the ability to easily manage processes associated with requesting reviewing contracting and purchasing from vendors Procurement software manages the entire lifecycle of a vendor from requisition to purchase and inteprates with other Tyler financial software to provide complete agency wide organization and efficiency Applications deliver a variety of power features so that purchasing agents can spend less time on paperwork and more time ensuring that the agencies needs are being met How to Sign In 1 Late MUNIS ion Bien your dod mie ick i 3 Tic Gener Glen il eps 3 Hig ise MUNIS Live bc an clik the Start Il as 4 Yat vll be romped Sar your Unc Nae 9 acia ick OK Ces 5 You wil be prompt for your Paseo Type iein and eek OK Requisi
8. Yon an lemen Aor tuy change tie de fe re fie ate General Information How to Search in MUNIS When using the search nd net you are able to ne your search Yos may un an dead In this cramps any rec hat begins OFFIC wil be 4 an played Vou ray sean n ru ae behind a key phrase Va aa n Aer ryping in he he seat gen may come up wiih a large i pa ponis The aus cun be ied indie b ching be facia nd buck ares or in a int by clicking EST te pe 8115 gt Bar J No N
9. e 10 I changes ne ed te Update ea cn go 1o che ead ok change 10 Cio the Sant view any nores ae wih hi paren 9 there ane o Notes rth rato lea et menge ined thc ham ven aig Ne ster Sieh Nagios 12 Choose the Accepi ore Line Dette to ew the indie tom and he con of wha eg pur 13 To to the Requisition Approval sereen close at he Requisition File Maintenance sereen by cin the Red Box with he n Ed Top Riga corner af eee 14 Type one of ling Sur Approval inthe Code corn im CAPS o HT are vil bold the rico ou wl then be directed othe Comment fe for nites on why ae ping this reg om hal Tel sin n bel sta iti aceea u proceed as an Approved or Reid wat the Approve button or bit Enter vo crept the bok An be gent hector weeding them the equi i placed um hod se ema nt example on he net page A Approves the he a single approver hen this appt the sas 0 B Approved The hen fe e mail approvers ate necessary this approval il he pion a ce ae approve The Frame wil rin ss 6 el the Bal eid nd bus been coped You vl then be directed to the Comment Seld You may 315 comment nee o 17 bit enter and the ray wil disappear fom this sereen and wil pe poari At cr wil be sent to the gas ing them the region has been approved see 8 mie example crit
10. e below OR Ree ihe n A message wil be displayed alerting that the region willbe cloned This vall change the 823 Lom he region and wil send he sebo hack te Region Eat Ameer VES to eject ans Standard Note vil pe Enea heaton Sa oto ed eich m the Accept eon tumon a An nein un te the dering the gun Te parent wil te sate by ging nd The secar fade for pia ame Reon vil be ot the cre desi e opido lale em oes o Furia 15 Choon to to the Apr Reson nd pers 10 ln be Rona Approval en by icing on the Red Box wth che Eo 17 Oner the Departmental Approval in ade he rio wl be std to the appropriate Bayer in the Pochi Deparment lur t convert the eat Be Perdas Onis How to Look Up a Vendor Vendor Inquiry Screen 1 Go no the Mens Left of sen 2 Se Then select Vendar Inquiry Reports by Double Clicking it 2 The Vendor Inquiry screen should appese 3 Chek on the Search icon on Tosa 4 Tab dwn o the Name field Type before and fc your Vendor Name The is a Wild Card shat wi pal up ny vendor with ur name ini 5 Hir Entet or the Accept icon inp Le 6 Your searc should evel you Vendor Ser the Page of el w vee if there now r
11. e fn ax N NORMAL Notify originare when converted to PO Notify of overages How ro enten a neo Oo Contract Number co Work Order 19 The Line Detail sereen will appear o Enter your Quantity How ro enten neo Selen the Object Code and the Sub Object Code har hest 86 our purchase by Doubl Clicking 8 sp 0681 30 12 20 ab he field 22 Kner the Unit Price and Unit of Measure ome LOT EA MO 23 Tab tbrough 2 Fright Dincmans Percent Discount Percentage by vendar is piven then emer here o Credit 24 Enter the Line Description IN ALL CAPS This must he a complete decit of the em you ame purchasing part name amber and m Focal pn m un lib laa o He mp 25 Tab thru al einig ello until oa ger 1o the Acc Hc o Enter dhe Number pn want w use Kein the fend the agency the organization allel hy M shen the cde Esempi 231 208 00 003 Tab un the moon i highlighted on the Account line Due ur current financial sytem only one account may be used per line item yeu core fds eatin be scr bar ine nme yon WILE S mt mants ma yon aey e a Ge yor la GL Iq Dan Vedonee oe Advantage ole a pow ee coh Ba ee fr a the Accept lean accep thit ne 26 ce ihe Line em Data muy de eof be Ang Update 6 informati you ve er
12. e ing onde Update he Current Data DP o Maa en ior ien to your Rain y icing en be Add Accept the intonasion by ci on he Accep 3 Cha he Deal by inge the Red Box Sri Kine You wil be directed back nthe Requisiton File Malcsenance Seren o Arsen get an Error Message rue Messages showr at the Bonom Left of soar sereen you may be wing an avant m aient nde Une a different account or wait another dar remember MUNIS sone dap behind ADVANTAGE 27 Atach necessary documentation such a Vendor Applications V0 and Compte Exeption farms by king on the Paper Clip icon 8 at Top of your sereen va the 129 Click on the Release bun at Left Side of sereen to send the eqn pe After relie your Requisition wil change from a4 toa 6 ar 8 Status depending on your MUNIS profi 20 Click on the Approver CES boton Left Side of sereen in under u ice she approval status of our How to Approve Reject a Requisition 1 Afir login change wy ALL CAP 2 Gow he Teee Menu Left of scree Select Dept Then select L Requisition Approval 3 Where are NO Regions in your euet spe this sereen will appear 5 Alto swag approval wil be doped The dle he Vear Requiin Nae Oper Din and e em a he requin In man isancc thee wl ny be one RX displayed 6 6 6 Update onl The fie Reson wil be highligh far you mon 9 intram om e e Vena Nan h
13. he parse oder ld oft onen The way so pu avr sto open the pace Amber dede 35 number and E za ese Ban The Purchase Onder gig accen as sun isi ab the purchase order header and deal I aha how much has ben ide at nern I opes labe The Header sin contin information relative to every Line lem PO Number Sac ea pe the PO was creed Depunmet Location Vendor Number ce The Line In section contains spec n x dol ect order amore hots and balance EE m a Action Keys ae Sound othe left of the purchase oe heuer ah an key provides basie dara inchi Accounts Displays all he GL Accounts far the coment purchase Order wth the nde au ad bue Yosolees Sci ive the pasihane onder Weare not paring frm MUNIS s thi ftre is unavailable G GL Rad Tol tm ind ll purchase ondes with a patil G L CE Account To query chc rhe Find bata enter hen ck on the Detail Find Queries the active se of purchase under by line item er 6 that comcs fem Cammy Inventors Fixed Assen Y or N 1009 and Bid information Changes Displays any change for the purchase For example iai ba of sesion ta PO sod ga Dill with the nt purchase er lang the se ID ofthe person who performed the ati the dt af he ivi and daca name
14. o Look ur a T Use the Arma keys BICI 555 EIS u a your search iF petele 8 1E yow an late your vendor using the Name de 2 Yon can ah by virusli any Bel his sence Chick on the Search icon In amy cd sample the Address line use the Will Card before und re Sot a teren earch Hit Enter or che Accept e uni big up every vendor the MUNIS Stem with that ess There miles e Use the Aene eye DE LE a yur am plait IF you ssil cannot End our end lese send them nev Vendor Applicaton W frm to lont You ad thee fo on ut wenn n purchasing ant du PDF Fe NEM Vender SARA MOT pr Once pou rie thie back you an them to your Electronically General Ledger Account Inquiry 1 Fremde Tree Mena 5 Ecken Dep then Double Click on A G L Account Ing 2 The G L Account Inquiry sereen sho appear o Chekon Seg Fad 3 Tie Find by Segment cci hl ape Fund Agency amp Org SubOrg pu DO NOT havea Sahne 1 fe Then hi Enter push 4 The ar duce Account Tab std vi the GL Acco Tne thar e ace und open Current ear 4 Year Comparison nun 5 Yin mug nthe 4 Vent Cas Ti 9 Baie ik Dessins fot crc re ae ed don LI 659058 Fanar Telus or Saou Sgro Tue org Tia org cod or ne account To quer 887 Tre obec creare ocne que Projet The project ode applet othe accoun o nade In ery Proje codes are tonal
15. ount ps e amount in he balance ior nd Travis a tha 559950 Raised BG bor ss TE vai of te incep Ay to Date box Way ered Tor pa poss The encumbrance balance provides he tol amount Mares er oustanding purchase orders om me Smee ela el cet ve nce Your MUNIS Issued Purchase Order The pdd NANI MUNK ADVANTAGI wi ps ent 1 Tab denen o e fiat space de DO Number und type n your PO Tuner and press ete This brig up youe PO ith cer PO Tepes sn Tab the ae whe your PO sues i petes Thiel take yout the OPOH sereen she inae mi Data Warehous Ga ve Business inferno und sect Document Lock dade Enter a Document Number fd eer your MUNIS PO nutiber Inthe See a Document Type led select PC under Cena CHE the Cras Reference buon 1 perfor te mach ji a There ve your PO ml ll eus Click your MUNIS Purchase Ont POZZ Vendos voie keyed po Check issued by Accounts Pay 6900063095 Ene dhe acco ine ud the hg onde cure nd open man vil be eie ee 5m Tey ei baek 85 wl nd acik up bar bak aa ellas the dii check icd munis Go so the Tre Menu Left of seen 5 Selec Dept Then D Purchase Order Inquiry sereen by Double Clicking Che Find 88 Thi wil poston youn
16. tion Entry lente Notes i to ete Retin you wi van ae ure ie accounts our 8 1 be sing have avale fub sc General Ledger Account Inguiy for 1 After logging in change to ALL CAPS 2 Got Tre Menu Le ol screen 2 Select Depe Then ele G Requisition Entry 3 Vom wil be diccied to the Requisition File Maintenance Sereen a Clik the Add New Record C button m tba 4 The Dept Loe fed shouldbe automasealy populate highlight in Blue Do nor change a ale unless you are ut to purchase ime for the dues do through the allowing 2 Fiscal Year Regulation Number highlighted ia Blue 6 When you the General Conmadiny Code 1D Selena Genera Commodi cde by clicking on the Ellipses c within the General Cammy Code eld o A lat oF commodity ende wil come up Cik on the Description line to ere the sing 0 Sete the condi iat betty pe a portat by cick onthe sony code Von wl be bck tn he Requisition File Malnsenance sonen Hiz tah and the General Description Fld wil at 81 wi the decke 7 Hit ab agin and the Status and Entry Date wil anl 5 Tab to the Needed By ll date or cek on calendar im Ets sec a date 9 General Notes replaced the Du Nate 6 At leant one General Note is required in all requins Name Building Room Number amp Mailstop The General Noe al und ma comunicate formation
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