Completing and Su bmitting Quarterly Reports Word - SAP...
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Com mpleting Quarte Ve Octo g and Su erly Rep ersion 1.0 ober 24, 2008 bmitting orts 8 g
Transcript of Completing and Su bmitting Quarterly Reports Word - SAP...
Commpleting
Quarte
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Octo
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ober 24, 2008
bmitting
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October 24, 2008 Version 1.0 Page 2
Assuming a county authority has already approved you to complete Quarterly Reports on the new SAP Online website, go to the website and login with your login credentials.
Next, click on Reporting Obligations:
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October 24, 2008 Version 1.0 Page 4
At the top of the page, you’ll notice a Quarterly Supplemental Report. This report must be completed prior to the release of Quarterly Forms to the county authority/authorities. This form is very short and only contains three questions.
October 24, 2008 Version 1.0 Page 5
The Quarterly Supplemental Report
Click on Complete Submission Form to access the Quarterly Supplemental Report:
Answer the questions as shown below and click Save & Continue to save your reported data and exit the form:
October 24, 2008 Version 1.0 Page 6
Quarterly Report Forms
The Quarterly Report Form collects the same data every quarter. The system will automatically direct you to the last quarter which has not yet been completed.
For the example below, this private provider has three LEAs to report for:
Click on a LEA’s Quarter I to access the form (see red circles above). Each LEA will have its own Quarter I Form.
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October 24, 2008 Version 1.0 Page 8
When all forms have been completed, you’re now ready to audit and release your forms to the county authority/authorities. Click Audit/Release Form:
The following will appear:
For this example, the report passed the audit (there are NO ERRORS) and you are instructed to click Approve Report to finish the submission process or click Cancel to return to the form to make adjustments.
October 24, 2008 Version 1.0 Page 9
When you Approve (the) Report, it is sent to your county authority/authorities and you are returned to the Quarterly Reports Home page. The page links will be grayed‐out, indicating they can no longer be accessed and a message indicating the status of the submission will be displayed:
It is recommended you contact your county authority/authorities and let them know you’ve submitted your report for their approval to help speed up the process.
October 24, 2008 Version 1.0 Page 10
If you skip the Quarterly Supplemental Report or do not complete all the pages of the Quarterly Forms, the system will throw error messages. The forms are all defaulted to “0”s, but if you do not hit Save & Continue to enter all zeroes on each form, it will not validate those answers. The system will assume you have skipped the forms or overlooked them.
After clicking Audit/Release Form, an example of a skipped over Page 3 will display the following:
For this example, an error message stating “Form 3 has not been completed” has been displayed. The far right of the message also shows how many errors are remaining (For this example, “4” errors remain.).
To exit the audit mode and return to the forms, click on the or you may enter the correct responses (if any) and click Save & Continue. If you have “0”s to report, simply leave the boxes as they are and click Save & Continue.
Don’t forget: You must complete the Quarterly Supplemental Report before you release your forms to the county authority/authorities!
If you have any questions about how to submit your Quarterly Reporting Forms, please contact KSys Incorporated at: (814) 262‐9695 [Press “2” at the voice prompt for the Help Desk.]. The Help Desk is available Monday through Friday from 8 a.m. to 5 p.m.
