Purchasing/Team Card Procedure Using the My Wallet Pivot Grid

Transcription

1 Purchasing/Team Card Procedure Using the My Wallet Pivot Grid Contents Objectives... 2 Add the My Wallet Pivot Grid to the Home Page... 2 Open the Content link on the home page... 2 Select the USC My Wallet Transactions pagelet... 3 Review the placement of the pivot grid pagelet... 3 Open the Layout link on the home page... 5 Move the Pivot grid to the right column... 5 Save the Home page personalization settings The Pivot Grid layout change is displayed... 6 Using the My Wallet Pivot Grid... 7 Expand the Cardholder column... 7 Cardholders with transactions are displayed... 8 Select unassigned transactions... 9 Drag a filter to use as a column Save your arrangement of rows and columns Expand the Column by clicking the plus sign Drill down by clicking the transaction count The pivot grid drilldown is displayed To open the my wallet page, select the actions/my wallet dropdown The Review My Wallets Receipts page for that cardholder is displayed in a new browser window To return to the pivot grid, click the browser page Additional filters may be applied if necessary to search for transactions To limit the result to a range of posting dates, select prompts in the gear or settings icon Change the from and to dates to the correct posting date range and click OK Procurement or Team Card - Using the My Wallet Pivot Grid.docx 1 Last Update:

2 Objectives By the end of this procedure, you should be able to: Add the My Wallet Pivot grid to your home page Use the My Wallet Pivot grid to search for unassigned cardholder transactions. Add the My Wallet Pivot Grid to the Home Page Open the Content link on the home page Procurement or Team Card - Using the My Wallet Pivot Grid.docx 2 Last Update:

3 Select the USC My Wallet Transactions pagelet Review the placement of the pivot grid pagelet Procurement or Team Card - Using the My Wallet Pivot Grid.docx 3 Last Update:

4 Procurement or Team Card - Using the My Wallet Pivot Grid.docx 4 Last Update:

5 Open the Layout link on the home page Move the Pivot grid to the right column Procurement or Team Card - Using the My Wallet Pivot Grid.docx 5 Last Update:

6 Save the Home page personalization settings. The Pivot Grid layout change is displayed Procurement or Team Card - Using the My Wallet Pivot Grid.docx 6 Last Update:

7 Using the My Wallet Pivot Grid Expand the Cardholder column Procurement or Team Card - Using the My Wallet Pivot Grid.docx 7 Last Update:

8 Cardholders with transactions are displayed Procurement or Team Card - Using the My Wallet Pivot Grid.docx 8 Last Update:

9 Select unassigned transactions Procurement or Team Card - Using the My Wallet Pivot Grid.docx 9 Last Update:

10 Drag a filter to use as a column Procurement or Team Card - Using the My Wallet Pivot Grid.docx 10 Last Update:

11 Save your arrangement of rows and columns Procurement or Team Card - Using the My Wallet Pivot Grid.docx 11 Last Update:

12 Expand the Column by clicking the plus sign Procurement or Team Card - Using the My Wallet Pivot Grid.docx 12 Last Update:

13 Drill down by clicking the transaction count The pivot grid drilldown is displayed. Procurement or Team Card - Using the My Wallet Pivot Grid.docx 13 Last Update:

14 To open the my wallet page, select the actions/my wallet dropdown Procurement or Team Card - Using the My Wallet Pivot Grid.docx 14 Last Update:

15 The Review My Wallets Receipts page for that cardholder is displayed in a new browser window Procurement or Team Card - Using the My Wallet Pivot Grid.docx 15 Last Update:

16 To return to the pivot grid, click the browser page. Procurement or Team Card - Using the My Wallet Pivot Grid.docx 16 Last Update:

17 Additional filters may be applied if necessary to search for transactions. To limit the result to a range of posting dates, select prompts in the gear or settings icon. Procurement or Team Card - Using the My Wallet Pivot Grid.docx 17 Last Update:

18 Change the from and to dates to the correct posting date range and click OK. Please remember that this pivot grid may be enhanced or changed as we continue to use it and receive feedback, so there may be additional filters and prompts added to make the tool easier to use. Procurement or Team Card - Using the My Wallet Pivot Grid.docx 18 Last Update: