Customer Newsletter | April 2019

June 12

June 13

April 29 - May 3

June 3 - 7

April 15 - 19

June 10 - 14

June 11

Knowledge Center Highlight

Some Knowledge Center entries that we thought might interest you!

Purchasing Knowledge Center Entries

Purchasing functionality is available with any Financials license type. The below list of entries can help you to navigate the new Purchasing capabilities.

• FAQ - How do I set up subcontractors so they do not use a Unanet license?
• FAQ - What access and roles are needed for working with Purchase Orders and Purchase Requisitions?
• FAQ - What are the differences between the Person Classification options?
• FAQ - What is a two-way match Purchase Order and a three-way match Purchase Order?
• FAQ - Why can't I get people to show up in the Purchase Order Assignment Labor or Expense tab?
• Purchasing Configuration and Usage Guide
• Purchasing Training Videos for Implementers - INTERNAL
• Quick Topic - Controlling Charges at the Task Level
• Quick Topic - Pay Purchase Order with Credit Card
• Quick Topic - Purchasing Compliance
• Video - Purchasing Demo
• Video - Purchasing - Three-Way Match Process and Concept
• Video - Simple Purchasing Process
• Webinar - CSM Webinar - Closing Purchase Orders, Requisitions, and Vendor Invoices
• Webinar - CSM Webinar - Purchase Order Modifications
• Webinar - CSM Webinar - Purchase Orders for Managing Subcontractor Labor
• Webinar - CSM Webinar - Unanet's Purchasing Process - Education for Unanet 11.0

If you would like to learn more about how to navigate the Knowledge Center, please view this entry!

Ask Support

Question: How do I change time periods in Unanet?

Answer: 

1) Go to Admin/Setup/Time/Time Period Setup to determine what time periods currently exist in your system.

NOTE: If the entire company is changing from one time period to another, it may be beneficial to enter a “Cut Off Date” for the time period currently in use.

2) If the new time period doesn’t already exist, create it (i.e. Weekly) and designate the begin date.

3) Determine which users will move from the old time period to the new one. If all users are changing time periods, you needn’t do anything more in Step 3. If only selected users are changing time periods, it is more helpful to obtain the person_keys of those users affected by the change. To obtain this information, you can download and import the attached Person Export template into Unanet. If you’ve never imported a template to Unanet, see the related help documentation. Once the template is loaded in your system, you can filter the users that will be affected by the change. Alternatively, you can export all and remove the rows of users not affected by the change.

Option 2, you can find the user's person_key by accessing their profile in the People List/Search and clicking the pencil. In the browser's address, the person key should be visible as shown in the example below:

http://unanet.server.com/unanet/action/people/edit?personkey=85

In the example above, the user's personkey (or person_key in the database) is 85.

4) If you subscribe to Unanet’s OnDemand service, contact Support to determine the time period keys in your database.

If you are OnPremise, meaning that your organization hosts its own instance of Unanet, have your Database Administrator run the following query on your Unanet database, then send Unanet Support the results: select * from time_period_setup

5) Ensure that the users who are moving to the new time period have created a final timesheet in their existing time period. You can run the Timesheet Status report to confirm that no timesheets for these users are “MISSING”. If the time period change script is run before the user has created a timesheet in their existing time period, when they create a timesheet that should be in the existing time period, it will be created in the new time period they are moving to.

6) Once you have the list of person_keys from Step #3 and the Time Period results from Step #4, you can provide that information to Unanet Support to request the time period change. Specify the old and new time periods and the date the new time period will begin. Generally, the date that the time period change occurs is referred to as the 'cut over date'. Something to bear in mind is, no overlapping time between the time periods should exist. A clean cut off between the two periods is best. If this is something that does not occur organically (such as end of the month, to the first of the next week/month) other options can be exercised such as creating custom time periods. Once a cut over date is determined, bear in mind all time from the SQL scripts cut over date and beyond will be deleted from the database.

7) If you subscribe to Unanet’s OnDemand service, Unanet Support can complete the remaining steps in your time period change.

If you are OnPremise, Unanet Support will provide you with the necessary script for your Database Administrator to run and complete the change. Prior to running any script, it is strongly recommended that you perform a database backup first.

8) Special Note: any old data needs to be finalized before running the time period change script as certain actions will no longer work as expected. For example: retroactive cost rate changes will not work for exempt users if using dilution and the time period dates of the new and old time periods do not align

Each month we will include a common or recent question asked of our Support Team and share the response with you! Please continue to reach out to our Support Team at 703-689-9709 or email support@unanet.com.

Upcoming Webinar:

Customer Education Premier: Unanet 11.0

Please follow this link to view all upcoming webinars. If you have some fantastic ideas for upcoming Customer Webinars, please submit them to csm@unanet.com. We are always looking for value-added topics to drive our customers' successes.

Please view previous webinars in the Knowledge Center under Unanet functional areas: Knowledge Center.

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