Business Warehouse Job Aids are guides that address business questions commonly asked by report users. They are related to tasks that one needs to perform in the process of doing his/her job. The Aids listed on this page are specific to budget and actual activity.

BW How to – View Open Commitments Help Guide or Video
The document and video describe the process recommended to identify all open commitments for a Funds Center as of a specified date. Commitments associated with Purchase Orders, Internal Service Requests (ISR’s) and Facilities Service Requests (FSR’s) are considered. This solution requires access to Funds Management (FM) reports.

BW How to – Reconcile Accounts at Period-end
Reconciliation at the end of a period – whether it is at the end of a month or a fiscal year – requires careful examination of balances and the corresponding transactions that posted during that period. This document recommends a set of questions that should be asked and answered for any period-close. For each question, analysis steps are suggested and Funds Management Business Warehouse reports are recommended for use in the process of analyzing and answering the question.

BW How to – View Concur Expense Activity
Expense data from the Concur Travel System has been loaded into the BUworks Business Warehouse (BW) on a daily basis since October, 2014. While there is no BW report designed specifically to display data pulled from the Concur System, this document describes how to modify an existing BW report to view Concur data.

BW How to – View P-Card Data
This document describes how to view P-Card data in three detail-level reports: Transaction Detail and Transaction Detail w/ Payroll Detail in the FM Account Summary Reports folder and Grant Document for Expenditures in the Grants Management (Faculty) folder. Additional P-Card data, specifically cardholder name and vendor, are only available in transactions posted after April 26, 2013.

BW How to – View ISR or FSR Activity
Goods or services provided by vendors internal to Boston University are procured via Internal Service Requests (ISRs) or Facilities Service Requests (FSRs). This Help Guide provides a step-by-step look at filtering data in a report like Funds Management Transaction Detail to focus on ISR/FSR activity.