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Run Journal Voucher - Credit Card Report
You can access Atlas at https://atlas.mit.edu/
You can run this report for one or more parked or posted journal vouchers, or for VIP credit cards. You can run a credit card report on either one credit card or on the credit card document type. After the report is run, the report displays online. From this online report, you can drill down on the individual journal voucher or credit card document to view its detail information. You may also print the displayed report.
1. Select your Report Criteria. By default, Parked Voucher Vouchers is selected, but you can change this to Posted Journal Vouchers.
2. Enter the "Header Selections" for your report.
Posting Date and Document Type are required entries. You can enter single values or ranges for some of the fields. If you are running a credit card report, enter the Credit Card field for one credit card or check Select SC (Credit Card) Documents for all SC transaction types.
| Company Code | Select the appropriate company code. |
|---|---|
| Posting Period | Fiscal periods or range of fiscal periods (mm) in which the journal vouchers were created. |
| Fiscal Year | MIT fiscal year (yyyy) or years the journal vouchers were created. |
| Posting date in the document | Date (mm/dd/yy) or range of dates the journal vouchers were posted. |
| Date Approved | Dates (mm/dd/yy) or range of dates the posted JVs were approved. |
| Document Number | SAP document number or range of numbers for the journal vouchers. |
| SAP User ID | The user ID of the person who created the JVs to be reported upon. |
| Credit Card | Unique six-digit number assigned to each VIP credit card. The report will list all transactions made to this card. |
| Document Types | Click the checkboxes for each document type you want included in the report: Select SA Documents (G/L accounts documents) Select FY Documents (Fiscal year docs. posted in periods 13-16) Select SI Documents (Internal provider documents) Select SC (Credit Card ) Documents (VIP credit card documents) |
3. Enter the Line Item Selections. Entries in this section are optional. Your entries here will either include or exclude data from the report.
| Profit Center | Profit center or range of profit centers for the journal vouchers you want to view. |
|---|---|
| Fund Center | Fund center or range of fund centers for the journal vouchers you want to view. |
| G/L Account | G/L account number or range you want to search on. To find a G/L account, click on the Search help (magnifying glass) button on the right. |
| Cost Center | Cost Center number or range to be included - OR - Click the checkbox to Exclude all Cost Centers from the report. |
| Internal Order | Internal Order number or range to be included - OR - Click the checkbox to Exclude all Internal Orders from the report. |
| WBS Element | WBS Element number or range to be included - OR - Click the checkbox to Exclude all WBS Elements from the report. |
4. Click the Automatic Feed Entries checkbox to include JVs from automatic feeds.
5. Click Run Report to execute and display the report.
You can read the report online. Within the report, click on a Document Number to view the "Display a JV" page for details on the journal voucher or credit card document.
Click Print Report to print it.
Click your browser's Return button to return to the report.
