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1 EIEIO and SSWAT EIEIO and SSWAT

EIEIO and SSWAT

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EIEIO and SSWAT. EIEIO vs. SSWAT. NWOCA has conducted a couple of EIEIO/SSWAT training sessions so far Also introduced SSWAT during USASWEB training sessions - PowerPoint PPT Presentation

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EIEIO and SSWATEIEIO and SSWAT

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EIEIO vs. SSWATEIEIO vs. SSWAT NWOCA has conducted a couple of

EIEIO/SSWAT training sessions so far Also introduced SSWAT during

USASWEB training sessions For EIEIO/SSWAT training, we discuss

EIEIO options but we don’t focus too much on OINQ. Instead we feature SSWAT as a “replacement” for OINQ.

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EIEI/OEIEI/O

Account Information Requisition Purchase Order Invoice Check Receipt ARF files Vendor

Read-only program that allows you to view the following on the system:

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EIEI/O MENUEIEI/O MENU

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Account Option Account Option Account Window displays data concerning

a particular account

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Check OptionCheck Option Check window displays data concerning a

particular check

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Purchase Order OptionPurchase Order Option PO window displays information for a

particular purchase order

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Invoice OptionInvoice Option Displays information for a particular

invoice Note: requires both the PO# and Inv# to

display a specific invoice

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Receipt OptionReceipt Option Receipt window displays information for

particular receipts, refunds, reduction of expenditures, modifications, corrections supply distributions and transfers

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Requisitions OptionRequisitions Option Requisition window displays information

for a particular requisition.

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Vendor OptionVendor Option Displays information for a particular

vendor

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Vendor Option – Search by NameVendor Option – Search by Name Displays information for a particular

vendor

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Transaction File Lookup OptionsTransaction File Lookup Options Account, Check, Invoice, PO, Receipt,

Requisition, and Vendor options:• Display information from that file(s)• Use PF1 to scroll to Next Record• Use PF18 to print transaction to .TXT file• Can do finds by partial accounts or by vendor

name

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OINQOINQ Displays expenditure and revenue transaction

data. This data can be searched by:• Vendor• Date• Purchase Order Number• Account Code• Amount

Note: a restriction applies to OINQ that only transactions entered prior to today are available for display

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OINQOINQ Will rapidly retrieve & display:

• Expense Transaction Data• Revenue Transaction Data• Open Invoice Data

This data may be searched by:• Vendor• Specific date or date range• Purchase Order• Amount• Specific account or range of account codes

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OINQ MENUOINQ MENU

Note: Use ctrl-X to stop the scrolling if it gets too long!

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OINQ OptionsOINQ Options Some of the options provided in OINQ

• Display account code or description• Search using a single account or a range of

accounts• Choose to send results to a printable

OINQ.TXT file• Display Detail lines or Totals only

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OINQ OptionsOINQ Options ………… ………….... The retrieved information will not be displayed on The retrieved information will not be displayed on

the screenthe screen

…………………………………….. Set criteria on the type of information OINQ will Set criteria on the type of information OINQ will

retrieveretrieve

…… …….. Displays outstanding invoice transaction dataDisplays outstanding invoice transaction data

… ….…...….. Displays the account code instead of the item Displays the account code instead of the item

descriptiondescription

Displays transaction info for a range of accountsDisplays transaction info for a range of accounts

……………… ……………….... Retrieved information will be sent to text file Retrieved information will be sent to text file

named OINQ.TXTnamed OINQ.TXT

Displays totals only of retrieved transaction as opposed Displays totals only of retrieved transaction as opposed

to to displaying all the detailed lines of informationdisplaying all the detailed lines of information

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OINQOINQ PIGate

• Further defines what you want to see by allowing selection by type and status for POs, Checks, and Receipts.

If using Reflections:• To enable scrolling capability in OINQ:

Click on Setup Next click on Display from the drop down menu. Click on the Screen button Check the Save from scrolling regions box Click OK

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BARQBARQ Displays Accounts Receivable Invoice and

Payment Data This data may be searched by:

• Customer• Specific date or date range• Invoice number or Receipt/Check number• Amount• Specific account or range of account code

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BARQ MENUBARQ MENU

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BARQ OptionsBARQ Options

………… …………The retrieved information will not be displayed on the screen The retrieved information will not be displayed on the screen

………………………………Set criteria on the type of information BARQ will retrieveSet criteria on the type of information BARQ will retrieve

Displays transaction info for a range of accountsDisplays transaction info for a range of accounts

…… ……...……Retrieved information will be sent to text file named BARQ.TXT...……Retrieved information will be sent to text file named BARQ.TXT

… ….Displays totals only of retrieved transaction as opposed to displaying all the .Displays totals only of retrieved transaction as opposed to displaying all the detailed lines of informationdetailed lines of information

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EIEIO EIEIO Advantages/DisadvantagesAdvantages/Disadvantages

Advantages:• Can look up information immediately after it was posted• OINQ options contained in one area for easy selection

Disadvantages:• Does not display all background information (such as date entered,

username, etc).• Can’t look up “portions” of account/transaction information (by

description or part of description)• Does not allow you to re-sort displayed information• Must rebuild OINQ file to see info in OINQ• Can’t view history information• OINQ can be hard to see and read• PF3 options are not user-friendly

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Let’s review EIEIO optionsLet’s review EIEIO options

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SSWATSSWAT Allows a user to query USAS account, vendor,

and transaction data via internet queries.

Web-based application of USAS current and

historical data that can produce queries,

chart/graphs and export data to spreadsheets

SSWAT is OINQ in a web browser

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How does SSWAT work?How does SSWAT work? SSWAT’s database is a copy of the

district’s USAS data.• Completely separate from the live data

The data in SSWAT is refreshed nightly.• Contains all transactions except those posted

on the current date.

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Also, in USAS DAS forum, there is a folder called SSWAT/USASWQ. There is a “Documents” folder under this option that may be helpful for you.

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Let’s review the SSWAT optionsLet’s review the SSWAT options

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SSWAT CategoriesSSWAT Categories Spreadsheet output capabilitiesSpreadsheet output capabilities:: allow data

from the current query to be displayed in a spreadsheet or downloaded as an Excel or delimited file

Revise query linkRevise query link:: allows user to revise the current query without having to start over

““Bookmark”able capabilityBookmark”able capability:: allows user to bookmark a given query using web browser’s “bookmark” or “favorite” feature.

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