• In Chart of Accounts Activity Window
• Type in full UDAK (tabbing between fields)

• In Chart of Accounts Activity Window
• Click the Open button
• From drop down fields:
  • Field = “Project”
  • Operator = “is equal to”
  • Value = Project #
• Click the Search button
• All valid UDAK(s) containing criteria will be returned

• In Main View of Requisition Window
• Select your Site ID: MUSC or MUHA
• Type RQ# or HRQ# in “Requisition“ field
• Press “Tab” key
• Click “Actions” button
• Select View Attached Purchase Orders

• In Main View of the Purchase Order Window
• Click the Open button
• From drop down fields:
  • Field = “Customer”
  • Operator = “is equal to” or “contains”
  • Value = Requisition # (RQ# or HRQ#)
• Click the Search button
• Open desired Purchase Order by double clicking the line

• In Main View of the Purchase Order Window
• Select the Site
• Type PO# or HPO# in “Purchase Order” field
• Press TAB key

• In the Account Balance List Window
• Type in UDAK information (tabbing between fields)
• Enter Fiscal Year
• Select the Amount Class Type from the drop down list(Use Actual unless looking at account 50000 Budfund)
• Double click the period (month) to view all the postings. The Posted Journal Balance List opens.

• Open Desired period balance
• Click “Filter” button
• Select desired filter criteria from drop-down:
  • Field (i.e. Transaction Amount, Date, etc.)
  • Operator (i.e. equals, less than, etc.)
  • Type in Value
• Click on ADD
• Click on FILTER

Open Invoice using Invoice #

• In Main View of the Invoice Window
• Type Invoice # in “Invoice Number” field
• Click the Open button
• Click the Search button
• Open desired Invoice by double clicking the row

• In Main View of the Invoice Window
• Click the Open button
• From drop down fields:
  • Field = “Payment Request Voucher Number”
• Operator = “is equal to” or “starts with”
• Value = RQ#, TR#, DV#, or Release#
• Click Search.
• Open desired Invoice by double clicking the row

• Open Purchase Order Activity Window
• Find PO# using RQ#
• Click the Actions button
• Select Review, Matched Invoices
• Highlight Invoice to review
• Click on “Zoom” to Invoice

• MUSC Financial Reports Online Application: Includes Available Balance, Month End reports, Procurement reports, Fixed Asset Report
• Web Based Financial Applications: Including SmartStream, MSAccess97, Available Balance, Financial Reports, InfoSpan.
• Find the tutorial on the SmartStream Web Page.

• Send an Email to finstream-users-request@musc.edu with no subject and in the message area type: subscribe youremailid@musc.edu

• Wait a minimum 10 minutes before reacting.
• If you are NOT entering into SmartStream you 'end task' and restart.
• If you are entering a document, call the Helpdesk.

• Print screen using following steps:
• Press “Print Screen” key on keyboard (to the right of F12 key)
• Open available word processor (MS Word or WordPerfect)
• Paste captured screen into document and save as a file that can be retrieved later.
• Notify Helpdesk
• If you cannot capture the error message with a printscreen, then copy the message in full to paper.

• Select “OK”
• Wait for system to update. This could take up to 10 minutes.