Please change the vendor code from 610110 to 630110 in DCTM for below invoice(steve.jones@abm.

com)

Solution: Update invoice Object Set vendor_code = 630110 Where vendor_doce = 610110 and document_number = 1102567488

2 Please check the link below and delete the invoice in Documentum.

http://aegv000121:6060/webtop/drl/objectId/0901dbeb801f7cf6 Click on the links, then locate invoice in the folder. Right click invoice and delete.

Please check the link below and delete the invoice in Documentum.

http://aegv000121:6060/webtop/drl/objectId/0901dbeb801f7cf6

Please check the link below and delete the invoice in Documentum.

http://aegv000121:6060/webtop/drl/objectId/0901dbeb801f70c1

3 Please delete the following invoice in DCMT. I mistakenly entered the invoice twice in the system, PO#101850 INV#208899 AMOUNT 1,610,044.00

6. To delete an invoice: Right click on the invoice and send the link to the admin assistance. - Highlight the invoice - Right click on the invoice - And choose send as a link and put the recipient e-mail.

4 Please be advised that a new vendor code is set up in SAP for:

MOORE PROCESS CONTROLS LLC. (610473)

Create vendors object Set description = 'MOORE PROCESS CONTROLS LLC' Set code = '610473' Set active = 1

5 Please be advised that a new vendor code is set up in SAP for: JESUS MANI EBULA. (680282). Create vendors object Set code = '680282' Set description = 'JESUS MANI EBULA' Set active = 1 Verification: Select code, description from vendors Where code = 680282 and description = JESUS MANI EBULE Deleting wires : 1) To the invoice folder 2) Move to transfer folder 3) Locate vendor folder 4) Then locate wire and delete it . Get into a user inbox : e.g. Please Delete the below wires from Documentum. A new wire will be created for CKA.

First delete the wire in user inbox and go on deleting the wire itself . 1) Open webtop or DA 2) Go to tools- workflow reporting

3) Click on edit workflow reporting 4) On user click edit type user name and click ok twice. Clearing payment issues In this process you first ask the user to send the list of JEs to you . Once you have the list with you , proceed . 1) Open DA or Webtop 2) Go to Invoice folder payments folder to find the JE( JE 15010345) 3) Once you find it ,check if the related invoice and wire are there : If yes , wire status must be finished If not , look for the wire 4) Open Webtop save searches finished transfer type wire number(46022 or 45021) 5) Having the wire right click on it and move to view relationship 6) Look at the invoice number 7) Copy it and move to the JE right click JE properties relationship- edit 8) Then add the related invoice number to complete the payment process.

Note : When you attach the invoice or invoices to the right JEs the wire moves from the finished transfer folder to payment folder with all documents attach : wire , JE and invoice . 5 PLEASE BE ADVICE THAT K-TEK (KTE001) HAS CHANGED NAME TO ABB INC. AND THE NEW VENDOR CODE IS (610486) In this case , you first create the vendors object : Create vendors object Set code =610486 Set description = ABB INC. Set active = 1 Secondly, we deactivate the previous name only. Update vendors object Set active = 0 Where code = TKE001 Note : After changing an invoice property make sure you move it to the right folder .

6. When deleting an object in a workflow : 1) Terminate the workflow first 2) Delete the object itself where it is located. 3) Take note of the date and hour before you delete the object ,so to delete the right object .

7 . Internet Explorer version

1) Click close to tools 2) Then help

3) Click on about Internet Explorer 8. Cannot open some HTML documents It is the Computer configuration problem. Please point out under what Windows version is the user trying to open the html . So I can make a how-to configurate .htm/.html extension to be open with the IE Browser tutorial by default.

Please follow this steps to turn the .html asociation back to IE Browser. 1. Click the Start button. 2. Select Control Panel. 3. Select Programs. 4. Under Default Programs, select Make a file type always open in a specific program. The Set Associations window will appear, allowing you to change what program a file type is associated with by selecting the file type and clicking the Change program button.

Here you have to find the .html extension, then click on Change Program and Close. Finally the user should close the IE Browser windows and then restart the browser.

9. Cancelation of a Check When canceling a check, consider the following: 1) Document type: Finance document 2) Take note of the document number (e.g. 0005215), payment date (e.g.29/12/2011) ,vendor code (e.g. 610175 ) On the properties of the make sure you choose the following: 1) Doc type : check 2) Doc subtype : check 3) Doc number : e.g. 5215 4) Vendor code : e.g. 610175 5) Status: e.g. 0 Using DQL to complete the canceling process: 1) Select *from finance _document Where document_number = 5215 After finding this , the status should be 0 , thus 2) Update finance_document Set status = canceled Where document_number = 5215

After the DQL the status changes from 0 to canceled

Note: Sometimes when you issue a DCTM query, the DCTM may give you an error message ,please dont be discourage just simple check again to see if changes have taken place.

DQLs: 1) Select r_object_id , object_name , owner_name , authors, r_creation_date From dm_document Where owner_name = studentx

2) Select r_version_label, authors, keywords From dm_document Where object_name = Offer Letter.doc

3) Select r_object_id, object_name, r_object_type, subject Where object_name = Offer Letter.doc 4) Select r_object_id, r_folder_path From dm_folder

Where owner_name = studentx

10) Correct the invoice number shown below in DCMT, please eliminate one ZERO. The invoice# should be 038300-A

Update invoice object Set document_number = 038300-a Where document_number = 0383000-A and vendor_code = IPA001

wrong vendor code was assigned to this vendor, please change the vendor code ASAP. Both invoices belong to this vendor code. 630110 (Whilhelmsen Ships Service)
11)

Update invoice object Set vendor_code = 630110 Where document_number= 1102594813

11) To check User Settings : - Go to Admin node - User Management - Type user name and right on user - choose view current user membership e. g. Give Jose Mangue the same settings as Cleto Ndong. Cleto belongs to two different groups : eg_wf_invoice_receiver and eg_wf_inv_transfer_p. In this Case we add Jose Mangue to eg_wf_inv_transfer_p (for payment). 12) Restricted Sesions The user who connects to the repository with an expired operating system password . The only operation allowed in a restricted session is changing the user s password . The value of the computed property _is_restricted_session is set F otherwise is T.

13) Inv# 396165 saved in DCMT with a wrong PO#, please make the following changes Change PO# 102196 to 102096.

Update invoice object Set po_number = 102096 Where document_number = 396165

14) Delegation of Authority : Add delegated user to the following groups :

15) Delegation of Authority : Department Manager

16) I need you to create a new Department for P&P purposes. This is related to the conversation with Jim Carlin. All tasks involved are detailed in the Administrator Manual. This would be a good opportunity to practice this with Raul and also to check if the instructions in the manual are clear enough, and correct the manual if needed (for example I prefer creating folders manually and not through DQL). The Department to be created is Projects, and the Area (created in the table policies_areas) is Projects with code PRJ. Plus the tasks described in the manual, it is required to create a folder at the same level as Workspace named Forms. The group of writers for the Projects Department must have Write permission on the Forms folder. Creating new Departments for the Policies and Procedures process GROUPS : 1. Create a group of authors : eg_w_pnp_projects 2. Create a group of reviewers : eg_r_pnp_projects 3. Both groups above must be included in the : eg_w_pnp_general and eg_p_pnp 4. Assign the users to the groups above . If there is a reviewer he should be added to the group eg_w_pnp_review_document a) Create an ACL for the department s folder by the following naming rule:

b) To create the folder of new department : CREATE dm_folder OBJECT SET object_name = PROJECTS Link /POLICIES AND PROCEDURES , SET owner_name = dctm_owner SET acl_domain = EG_EP_DCTM_PRD, SET r_immutable_flag = 0 , SET acl_name = eg_pnp_projects

c) Create the ACL for the WORKSPACE folder by the following rule : a.dm_owner = READ and not extend b.dm_world = NONE and not extend c. EG_ADMIN and admingroup = DELETE and all extend permissions d. EG_W_PNP_Projects and EG_R_PNP_Projects = write and not extend permissions

d) Create the WORKSPACE folder of the new department assigning the ACL previously created : CREATE dm_folder OBJECT

Set object_name = Workspace Link /POLICIES AND PROCEDURES/ PROJECTS Set owner_name = dctm_owner, Set acl_domain = EG_EP_DCTM_PRD, Set r_immutable_flag = 0 , Set acl_name = EG_PNP_PROJECTS_WS Note : In the case above , we created a folder called FORMS at the same level as the Workspace folder and we assigned the same ACL to both .

17) I cant open any pdf in Documentum.

Refresh the users browser and ask him to re-log in again. 18) Detecting users without badge number in DCTM

19) Please change to TES003 ( Petty cash)

Look at invoice number : If it is of the format = TES00323JAN12 TES003 , it is a peety cash , then proceed with the following: Select * from finance_document Where document_number = TES003JAN12 TES003 Once you do that check for the invoice in the petty cash folder and through right click change the vendor Code . After changing the vendor code , move the invoice to the right folder e.g. TES003

20)

21) The availability of the HVPS a. Open DA

22) PO 102671 NO FOUND.

Please move to INGR status Pos 102655 and 102671 PO is not interfaced until reaches INPRG status.

23) I can enter Documentum but when I attempt to open a specific I receive a pop-up

window asking me to select an application viewer. Any suggestions on what I should enter?
- Click on tools - Preferences -Format add choose document type (policies and procedures) -Primary format :PDF and viewing format :PDF - Then try to open a document .

24) New Documentum Task in Docbase "EG_EP_DCTM_PRD": You have been sent the task "Add a substitution request form" with the following instructions : "Please check and verify the support documents and forward to the RM for the initial approval if complete." In this case we change the Travel reason from Substitute Traveler to Rotation

25) The first three tasks are completed. 1. Subtypes (Excavation and Trenching and Confined Space Entry) are now deleted. 2. The config_path of the Hot and Cold Work Permits are modified 3. Renamed the folders in the Work Permit select doc_type, doc_type_code, subtype, subtype_code, config_name, config_path from type_config where subtype_code = 'ETP' or subtype_code = 'CSEP' delete type_config objects where subtype_code = 'ETP' or subtype_code = 'CSEP'

update type_config objects set config_path[0] = '/OPERATIONS/Work Permits/[issue_year]/[issue_month] - [issue_month_name]' where object_type = 'operational_document' and department = 'Operations'