Testing Jasper Reports

Set up

Jump to Invoice Template

• Search
• Upload next to STD
• Choose File - load the Invoice_Template_All_Fields.pdf
• Add

Jump to General Ledger Correction Process

• Select System: File Upload
• Edit Method: Using Criteria
• Select
• Choose File GLCP_LOC_CR_80070_80086
• Load Document
• Submit

Jump to Accounting Period - verify 2026-01 is active, activate if not

Jump to Batch Schedule run testGLJob

Jump to Role

• Role Name: CGB Collector
• Search
• Edit
• Add Assignee
  • Name: khuntley
  • Processing Chart: UA
  • Processing Org: VPIT
  • Add
• Submit

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Accounts Receivable

Contracts & Grants Invoice pdf

 Login as wklykins

Jump to Contracts & Grant Invoice

•  Search
• Select All
• Return Selected
• Create 
• Receive - Awards successfully sent for further processing to generate invoices.

Jump to Doc Search

• Search
• Open the CINV
• Transmission Details tab
  • Invoice Template: Standard
• Submit
• Yes
• Reload
• Notes and Attachments tab - open the attached pdf Invoice file

Collection Activity Report

Jump to Contracts & Grants Collection Activity

• Lookup and Return Proposal 80085
• Complete Required fields
• Lookup and Return the Invoice created above
• Submit

Log in as ssred 

Jump to Collection Activity Report

• Search
• Print -pdf generated

Tickler

Log out

Jump to Tickler

• Search
• Print - pdf generated

Contracts & Grants Aging Report

Log in as ssred

Jump to Contracts & Grants Aging Report

• Processing/Billing Chart Code: UA
• Processing/Billing Organization Code: VPIT
• Search
• Print - pdf generated

Contracts & Grants LOC Review

Jump to Contracts & Grants LOC Review

• Letter of Credit Fund: 80070- Infant Diet and Nutrition
• Continue
• Print - pdf generated
• Submit

Log in as fsiler

Jump to Doc Search

• Search
• Open the CINV
• Approve
• Yes

Letter of Credit Draw Report

Jump to Letter of Credit Draw Report

• Search
• Print - pdf generated

Milestone Report

Jump to Milestone Report

• Search
• Print - pdf generated

Payment History

Log in as wwren

Jump to Cash Control

• Medium Code: Check
• Customer: KUA2004
• Amount: 200
• Add
• Open the Application Doc #
• Apply to Invoice Detail
  • Apply Amount: 200
  • Apply
• Submit
• Return to Cash Control
• Submit
• Reload
• Approve

Jump to Payment History Report

• Search
• Print - pdf generated

Suspended Invoice Detail Report

Jump to Suspended Invoice Detail Report

• Search
• Print - pdf generated

Suspended Invoice Summary Report 

Jump to Suspended Invoice Summary Report 

• Search
• Print - pdf generated

Customer Invoice Print

Jump to Customer Invoice

• Customer Number: ABB2
• Chart: BL
• Account: 1031400
• Object: 1500
• Amount: 500
• Add
• Submit
• Reload
• Print

Credit Memo Print

Jump to Customer Credit Memo

• Invoice Reference Number: <invoice number created above> 
• Continue
• Quantity: 1
• Recalculate
• Submit

Log in as rorenfro

Jump to Doc Search

• Search
• Open the Credit Memo
• Approve

Jump to Doc Search

• Search
• Print - pdf generated

 

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Capital Asset Management

cab_batch_status_report<datetimestamp>.pdf

Jump to Batch Schedule - run cabExtractJob

Jump to Batch File - open the cab_batch_status_report<datetimestamp>.pdf - located in the reports/gl directory

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Financial Processing

disbursement_voucher_batch<datetimestamp>.pdf

Jump to Disbursement Voucher Upload csv

• Attach File
• Select the DV_CSVUpload file
• Add
• Receive File was successfully saved. 

Jump to Disbursement Voucher Upload xml

• Attach File
• Select the DV_XMLUpload file
• Add
• Receive File was successfully saved. 

Jump to Batch File - open the disbursement_voucher_batch<datetimestamp>pdf for both processes located in the reports/fp directory

General Ledger

Trial Balance

Jump to Trial Balance

• Search
• Print - pdf generated

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Effort Certification

effort_extract_summary<datetimestamp>.pdf

Jump to Batch Schedule - run effortCertificationExtractJob

Jump to Batch File - open effort_extract_summary<datetimestamp>.pdf located in reports/ec directory

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Hawaii

Check Reconciliation Report

Log in as fasato

Jump to Check Reconciliation Report

• Start Date: 10/01/2024
• End Date: 10/31/2024
• Submit - a pdf is generated

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UConn

Reconciliation Report

Jump to Reconciliation Report

• Start Date: 10/01/2024
• End Date: 10/31/2024
• Submit - a pdf is generated

Asset Retirement Global Upload

Log in as dab06003

Jump to Asset Retirement Global Upload

• Load the file attached to the JRIA ticket - ignore any errors

Log out

Jump to Batch File

• Open asset_retirement_global_batch<datetimestamp>.pdf located in reports/cm

Customer Invoice and Credit Memo Upload (CSV)

Jump to Customer Invoice and Credit Memo Upload (CSV)

• Load the file attached to the JRIA ticket - ignore any errors

Jump to Batch File

• Open one of the customer_invoice_credit_memo_batch<datetimestamp>.pdf located in reports/ar

Trial Balance

Jump to Trial Balance

• Search
• Print - pdf generated