PCOE Reflections

Log On / Off Instructions

1. Double click the PCOE Reflection icon.
2. At the MPE/ix: prompt, type HELLO FIRSTNAME,LOG ON. QSSUSER. For example, if your first name was Vicki and your log on was REQ1234, you would type: HELLO VICKI,REQ1234.QSSUSER
3. Press the Enter key on the alpha (inside) portion of the keyboard. A welcome message will appear.
4. After reading the message, type OK.
5. Press the Enter key on the alpha (inside) keyboard.

Log Off:

1. Click the X in the upper right corner of the screen.
   

Helpful Hints

• Function Keys:
  • F1 – Go back to the log-on menu
  • F3 – Explain no longer is used
  • F5 – Go back one menu
  • F6 – Highlight the previous menu item
  • F7 – Highlight the next menu item
• Navigating the Menu:
  • Type in the menu item number and press ENTER or highlight the desired item and press ENTER.
  • If you do not know your options for a particular field on a screen, type "?" in the field. This often will display a list of all possible values for the field.
  • Place an "H" in the option box and press ENTER to display the options.
  • NOTE: The alpha (inside) ENTER key must be used for logging on and the numeric (outside) ENTER key is used for menu options.
• Helpful Keystrokes:
  • The TAB key takes you from field to field.
  • SHIFT + TAB takes you backwards.
  • The arrow keys and mouse may be used.

Using the System

NOTE: Menu options 2 and 3 are not used by the typical user.

• Inspect Account Balances (Menu Option 1)
  This option allows you to view an account to se if there is enough money available before you begin a PO requisition. You may also view the activity for that account.
  • Type "1" (or highlight line 1 on the menu) and press ENTER.
  • Type the LR number OR the entire account string and press ENTER.
  • Use the function keys for other options specific to that account.
  • Press F8 to exit the option.
• Purchase Order Inquiry (Menu Option 4)
  This option allows you to view payment and other activity that has taken place on specific purchase orders.
  • Type "4" (or highlight line 4 on the menu) and press Enter.
  • Type "I" and press ENTER.
  • Type the PO number and press ENTER.
  • Enter the line number of the specific activity you wish to view and pres ENTER> Information will be displayed if any payments have been applied to the PO.
  • Press F8 to exit the option.
• On-Line Vendor Activity (Menu Option 5)
  This option allows you to view any PO's that have been encumbered and paid to a vendor. A vendor lookup is also available.
  • This option allows you to view any PO's that have been encumbered and paid to a vendor. A vendor lookup is also available.
  • If you do not know the vendor number, press F2 for Vendor Lookup.
  • Type the first eight characters of the vendor's name and press ENTER.
  • Type the line number of the correct vendor and press ENTER.
  • The VENDOR Activity screen will come up. Press ENTER. Be aware that the program will not display more than 1,000 records.
  • Press F8 to exit the option.
• Print Reports (Request Financial Activity Report - Menu Option 6)
  This report provides a detailed listing of financial activity by object code for subsidiary revenue and expense objects. It lists every transaction that affects the budgets for revenue and expense accounts for the date range and accounts that you select on the launch screen.
  • To request a print job:
    1. Type "6" (or highlight line 6 on the menu) and press ENTER.
    2. Press F3 or Obtain Preset.
    3. Choose the Preset Report number and press ENTER.
    4. Click Return Preset.
    5. Verify dates, etc. and press ENTER.
    6. Press F7 or Continue and then press ENTER.
    7. Press F7 or Continue.
    8. Enter the account strong(s) or portion(s) thereof (at least the TOPS code and manager code) and press ENTER.
    9. Press F7 to launch job. This will NOT cause the report to print.
  • To print the report:
    NOTE: The report may not be immediately available to print. If the report is not listed, wait a few moments and press F2 or Re-read Files. The first printed page of a report is always blank.
    1. Type "P" at any menu and hit ENTER. An LSPOOL (Local/Remote Print Spooler) screen will appear.
    2. Type "P" again and press ENTER to print the highlighted report OR type the number of the appropriate report and press ENTER>
    3. Press ENTER again to send the report to the printer.