Quantum Bytes Publications

Volume 32, Issue 1 -September 21, 2022

Volume 32, Issue 1

  • Quanatum Financials Notes
    • PO Encumbrances Across FYs
    • Attaching Documents to Approved PCard Expense Report
    • QF Upgrade
    • Making Payments to Study Participants
    • eUMB Financials & Raven Retired
    • QF Quick Tip
    • The Procurement Receiver Role
    • Project Updates
  • Quanatum Analytics Notes
    • 7062 Report Improvements
    • Data Variances Being Addressed
  • Important Reminders
    • PO Close Email
    • Quantum Help Desk
  • Quantum Training
    • QA Coaching
    • QA Lunch N Learn

Volume 31, Issue 1, July 27, 2022

Volume 31, Issue 1

  • Quantum Financials Notes
    • QF Reports
    • Invoice Status Report
    • SPON Receipt Application Details Report
    • NONPO Invoice Documentation Reminder
    • PCard Transactions Report
    • New Multi-year PO Encumbrances
    • Printing Debit Memos
    • eUMB Financials & Raven to be Retired
    • Quantum Financials Quarterly Upgrade
    • New Systems Information
  • Quantum Analytics Notes
    • Project Profile Card & Budgets
    • Award Detail Report LTD Billing & Collections
  • Important Reminders
    • PO Close email
    • Quantum Helpdesk
  • Quantum Training
    • QA Coaching Sessions
    • QA Brown Bag Lunch ‘N Learn Workshops

Volume 30, Issue 1, June 15, 2022

 Inside this Edition

  • Quantum Financials Notes
    • QF Reports
    • Requisition Status Report
    • SPON Receipt Application Details Report
  • NONPO Invoice Documentation
  • Non-Employee Travel Reimbursement
  • eUMB Financials & RAVEN to be Retiring
  • Adding Training & Tutorials Widget to myUMB Portal
  • Quantum Analytics Notes
    • Finding LTD Costs in QA
    • QA Brown Bag Showcase
    • QA Coaching Sessions
  • Important Reminders
    • FY Year End Deadlines
    • UMB Foundation Year End Deadlines
    • Financial Systems Has a New Name
    • Clear Cache
    • Email for PCard
    • PO Close Email
    • Quantum Help Desk
  • Quantum Training

Volume 29, Issue 1, May 18, 2022

Inside this Edition

  • Quantum Financials Notes
    • PCard Year End Deadline
    • NONPO Invoice Documentation
    • Checking on NONPO Invoice Approval Status
    • Quantum Financials Upgrade
  • New myUMB Portal
  • Quantum Analytics Notes
    • Timestamp Removed from QA Reports
    • New Transaction Types
    • QA User Aids Webpage
    • New QA Seminars & Workshops
    • QA Coaching Sessions
  • Important Reminders
    • FY End Deadlines
    • UMBF FY End Deadlines
    • Financial Systems New Name
    • Clear Cache
    • Quantum Help Desk
    • PO Close Email
    • New Email for PCard
    • Clearing Requisitions
    • Don’t Default Customization
  • Quantum Training

Volume 28, Issue 1 – April 20, 2022

Inside this Edition

  • Quantum Financial Notes
    • QF Reports
    • SPON Receipt Application Details Report
    • Activity Hierarchy Report
    • Purpose Hierarchy Report
    • Quantum Upgrades
    • Don’t Default Customizations
  • Quantum Analytics Notes
    •  Transaction Date Ranges in Award Detail Report
    • QA User Aids Webpage
    • Fiscal Year End Deadlines
    • QA Seminars & Workshops 
  • Important Reminders
    •  PO Close email Reminder
    • New Email for PCard
    • Clearing Requisitions
    • Clear Cache
    • Quantum Help Desk
  • Quantum Training Schedule

Volume 27, Issue 1- March 16, 2022

Inside this Edition

  • Quantum Financials Notes
    • QF Reports 
    • Invoice Status Report QFN205 
    • PCard Trans Report QFN130 
    • Creating & Approving Requisitions
    • Requisitions Landing Page Changes
  •  Quantum Analytics Notes
    • PI Profile Report Drill through to Award Detail 
    • New QA WebEx, Seminars, Workshops 
  •  Important Reminders
    • FY22 Year-End Deadlines
    • Financial Systems new name is now Business Applications
    • New Email for PCard  
    • PO Close email Reminder
    • Clearing Requisitions from Workflow
    • Clear Cache
    • Quantum Help Desk
  • Quantum Training Schedule

Volume 26, Issue 1 - February, 16, 2022

Inside this Edition

  • Quantum Financials Notes
    • Campus Reports
    • Annual Role Validation
    • Entering Receipts
  •  Quantum Analytics Notes
    • Project Profile Card
    • Miscellaneous Receipt Dates
    • New QA Seminars & Workshops
  •  Important Reminders
    • Upgrade to Quantum Financials
    • New Email for PCard
    • PO Close Email
    • Clearing Requisitions
    • Don’t Default Customizations
    • Clear Cache
    • Quantum Help Desk
  • Quantum Training Schedule

Volume 25, Issue 1 - January 19, 2022

Inside This Edition

  • PCard Reminders
    • Cardholders Leaving
    • Assigning Reallocation Delegate
    • New PCard Email
  •  Quantum Financials Notes
    • Annual Role Validation
    • Quantum Financials Upgrade
  •  Campus Reports
    • QFN201 PPM Trial Balance Report
  •  Quantum Analytics Notes
    • Project Profile Card
    • Tips, Tricks, Troubleshooting for Sponsored Dashboard
    • Actual & Encumbrances in Transaction Detail Union Report
    • Quantum Analytics Coaching Sessions
    • Quantum Analytics Case Studies Workshop
  •  Important Reminders
    • PO Close Email
    • Clearing Requisitions
    • Don’t Default Customizations
    • Clear Cache
    • Quantum Help Desk
  •  Quantum Training Schedule

Volume 24, Issue 1 - December 15, 2021

Inside This Edition

  • PCard Reminders
    • PCard Expense Report  Attachment Reminder
  • Quantum Financials Notes
    • QFN191 Object Hierarchy Report
    • QFN205 Invoice Status Report
  • Quantum Analytics Notes
    • QA Reporting for CBS Revenue Billing
    • Quantum Holiday Processing Schedule
    • Tips, Tricks, Troubleshooting for Sponsored Dashboard
    • Actuals & Encumbrances in Transaction Detail Union Report
    • Quantum Analytics Coaching Sessions
    • Quantum Analytics Case Studies Workshop
    • Quantum Analytics User Aids
  • Important Reminders
    • 2021 Calendar Year End Processing Deadlines
    • December Schedule for Segments & SOAPF Set up
    • Updated QF Organizational Change Request Form
  • Quantum Training Schedule

Volume 23, Issue 1 - November 17, 2021

Inside This Edition

  • Customer Billing & Collections
    • CBS Overview
    • Using the Collections Dashboard
    • Generating CBS Reports
    • Managing CBS Assigned Roles
    • New Three-Part Series for CBS Training Course
  • Quantum Analytics Notes
    • Tips, Tricks, Troubleshooting for Sponsored Reports
    • Transaction Detail Union Report
    • Quantum Analytics Coaching Sessions
  • Quantum Financials Notes
    • QF Campus Report QFN205 Invoice Status Report
  • Quantum Training Schedule

Volume 22, Issue 1 - October 20, 2021

Inside This Edition

  • PCard Reminders
    • Using the Transaction Report QFN130
    • Status Definitions
    • Attachment Reminder
    • Cardholder Information Changes
  • Quantum Financials Notes
    • QFN205 Invoice Status Report
    • QFN129 Project SOAPF Combo
  • Quantum Analytics  Notes
    • Transaction Detail Union Tips
    • Update to PI Profile Report
    • New View for SPP 7062 Report
    • Date Format Changes
    • New Seminars & Workshops  
  • Important Reminders
    • QF Upgrade
    • Sending Secure Email
    • Disbursements Staff Changes
    • Helpdesk
  • Quantum Training Schedule

Volume 21, Issue 1 - September 15, 2021

Inside This Issue

  • Quantum Financials Upgrade
  • NONPO Invoice Documentation - Tango Funds for Study Participant Payments and Quick Tips
  • Procedures for Entering Receipts and Delayed Invoice Payments
  • Quantum Analytics WebEx Seminars, User Aids, and Workshops
  • Update to Employee Details Report in Quantum Analytics
  • Important Reminders
  • Quantum Training Schedule

Volume 20, Issue 1 - July 28, 2021

Inside this Issue

  • PCard Closeout Process When Cardholder Leaves
  • Quantum Financials FY21 Year End Close
  • Global Search Feature on Quantum Financials Home Page
  • NONPO Invoice Documentation Submitted Electronically
  • New Quantum Analytics WebEx Seminars, User Aids, Workshops
  • New Quantum Analytics Workshop for Tips, Tricks & Troubleshooting
  • Clear Your Cache Every Day!
  • Important Reminders
  • Quantum Training Schedule

Volume 19, Issue 1 - June 16, 2021

Inside this Issue

  • Best Practice when Preparing to Surrender Your PCard
  • Disabling SOAPFs
  • Org and Object Hierarchy Descriptions
  • Interpreting State Check Numbers
  • Searching for the Validation Status of Invoices
  • New Quantum Analytics (QA) WebEx Seminars and User Aides
  • New QA Workshop for Transaction Details Union Report
  • Important Reminders
  • Quantum Training Schedule

Volume 18, Issue 1 - May 19, 2021

Inside This Issue

  • PCard Expense Report – Attachment Reminder
  • Quantum Financials - GL Trial Balance Report
  • Searching for State Payments in Quantum
  • Affiliate Foundation Billing using CBS
  • Quantum Analytics  Using Search for Awards/Projects
  • Quantum Analytics  Object Level View in Award Detail
  • Reminder – Year-End Close Deadlines
  • Quantum Upgrade Information
  • Quantum Financials  Refresher Training
  • Surviving an Audit – Added Session
  • Using the Help Desk
  • Quantum Training Schedule

Volume 17, Issue 1 - April 21, 2021

Inside This Issue

  • PCard Expense Report Auto Reject Update
  • PCard Reallocation – Sort by Overdue Items
  • Quantum Planning & Budget Update – Process Changes
  • Quantum Financials ORG & Object Hierarchies Reports – QF Campus Reports
  • Quantum Financials SPON AR Aging Report – QF Campus Reports
  • Quantum Analytics What are the POs and PRs – Understanding QA4.P4.R50
  • Quantum Analytics How POETAF translates to SOAPF for PP Management
  • Clearing Requisitions  from your Workflow List
  • Deactivating UMB Daily Digest Emails
  • Using the Helpdesk
  • Quantum Training Schedule

Volume 16, Issue 1 - March 17, 2021

Inside this Issue

  • Using Quantum Helpdesk
  • Role Validation
  • Quantum PCard Bug Notification - Update
  • PCard Reallocation Page – New Features
  • PCard Transaction Report
  • Quantum Financials -  Searching for Invoices
  • Requisition “Deliver-to-Location” changes
  • Quantum Analytics Transaction Details Union Report with Encumbrances
  • Upcoming Quantum Training Schedule

Volume 15, Issue 1 – February 17, 2021

Inside This Issue

  • PCard Reminders, Suggestions, Notifications
  • Role Validation
  • Using CBS for Foundation Billing
  • Upgrades to Quantum Analytics and Financials
  • New Org and Object Hierarchy Reports
  • Changes to the Rudolph’s Punch-Out Site
  • New Facility Impact Review Process
  • PO Close Email Reminder
  • Requisitions, Invoice Header, and Customer Billing Reminders
  • Quantum Analytics Notes
  • Upcoming Quantum Training Schedule

Volume 14, Issue 1 – January 20, 2021

Inside This Issue

  • PCard Reminders, Suggestions, Notifications
  • New PO Close Email Reminder
  • Closed POs and Change Orders Info
  • Customer Billing Update – Memo Field Now Required
  • Quantum Analytics Notes
  • Notification of Upgrades to both Financials and Analytics
  • Upcoming Quantum Training Schedule

Volume 13, Issue 1 – December 16, 2020

Inside This Issue

  • PCard Reminders and Notifications
  • New Process and Email for Closing Purchase Orders
  • Clearing Abandoned Requisitions
  • Quantum Holiday Processing Schedule
  • New Quantum Analytics Report for 7062 Activity
  • Upcoming Quantum Training Schedule

Volume 12, Issue 1 – November 18, 2020

Inside This Issue

  • PCard Reminders and Notifications
  • Role Entitlement Report Name Change
  • Quantum Financials Upgrade
  • Important NONPO Invoice Information
  • Customer Billing Tips
  • Defaulting Customizations in Quantum Analytics
  • Clearing Requisitions
  • Suggested Browsers
  • Upcoming Quantum Training Schedule

Volume 11, Issue 1 - October 14, 2020

Inside This Issue

  • PCard Important Tips and Reminders
  • Quantum One Year Anniversary and Statistics
  • Upcoming Quantum Upgrades
  • Suggested Browsers
  • Recent Quantum Financials Monthly Closing Dates
  • A TBE Form Tip
  • Clearing Requisitions
  • A Request Regarding NONPO Invoice Documentation
  • Quantum Analytics Announcements
  • The Redesigned Financial Calendar
  • Upcoming Quantum Training Schedule

Volume 10, Issue 1 - September 16, 2020

Inside This Issue

  • PCard Items, Reallocations, Transaction Report, and Expense Report Status Definitions
  • How to Find Your SOAPF
  • A Budget Update
  • Suggested Browsers
  • Employee Expense Reimbursement Changes
  • Tips and Reminders
  • The Redesigned Financial Calendar
  • Upcoming Quantum Training Schedule

Volume 9, Issue 1 - August 18, 2020

Inside This Issue

  • Using the PCard Transaction Report
  • Expense Report Status Definitions
  • Quarterly Upgrades
  • Suggested Browsers
  • Enhancement to the Quantum Analytics Award Detail Report
  • Updates to the Debit Memo Notification Email
  • Updates to the Training Schedules and Financial Calendar
  • Several Reminders

Volume 8, Issue 1 – July 21, 2020

Inside This Issue

  • PCard Reallocation
  • Expense Report Status Definitions
  • Finding PCard Expenses Using the Transaction Details Union Report
  • Direct Retros Reminder
  • Encumbrances Reflected in Quantum Analytics
  • Instructions for Clearing Abandoned Requisitions
  • Best Practice for Analytics Dashboard Customizations
  • Quantum Training and UPK Tutorials

Volume 7, Issue 1 - June 16, 2020

Inside This Issue

  • Focus on PCard – New PCard Transactions Report
  • PCard Expense Report Status Definitions
  • PCard Accural/Reversal Notification
  • Quantum Financials Upgrade
  • Role Entitlement Report
  • Quantum Analytics Transaction Details Union Report Cheat Sheet
  • Quantum Training
  • Important Notes and Reminders 

Volume 6, Issue 2 – May 27, 2020

Inside This Issue

  • Focus on PCard – Year-End Preparations
  • PCard Tips
  • Update – Quantum Financials Upgrade Postponed
  • Suggested Browsers
  • New Quantum Financials Report
  • New Quantum Analytics Enhancements
  • Quantum Training
  • Coming Soon and Other Reminders

Volume 6, Issue 1 - May 11, 2020

Inside This Issue

  • Focus on PCard – Reallocation Rules
  • PCard Tips and Notifications
  • Quantum Financials Upgrade Testing
  • New CITS Caution Message
  • Campus Reports PowerPoint and WebEx
  • A Request from Your Service Centers
  • Quantum Training
  • Coming Soon and Reminders

Volume 5, Issue 2 - April 27, 2020

Inside This Issue

  • Quantum Analytics Upgrade
  • Quantum Financials Upgrade Coming Soon
  • Cost Share Flag
  • Year End Close Letter
  • COVID-19 Announcements
  • Helpdesk Update and Reminders
  • PCard Tips and Notifications
  • Quantum Training
  • Reminders

Volume 5, Issue 1 - April 13, 2020

Inside This Issue

  • Viewing Saved and Submitted PCard Expense Reports
  • 4862 Balances Have Been Moved to 7062
  • Tip—No Results Error
  • COVID-19 Announcements
  • Quantum Analytics Upgrade
  • SRs and ERs
  • Quantum Training via WebEx
  • WebEx Seminars Webpage
  • Reminders

Volume 4, Issue 2 - March 30, 2020

Inside This Issue

  • Do Not Use a Sponsored Source with Account Combos
  • Object 3125-Not 3130-Should Be Used With 7062
  • COVID-19 Announcements
    • Financial Services Processing
    • Helpdesk Support
  • More Info About Your POs
  • PO Creation Notification
  • Training
  • WebEx Seminars Webpage

Volume 4, Issue 1 - March 16, 2020

Inside This Issue

  • Transaction Details Union Report
  • Quantum Training Notes
  • New SOAPF Requests and Object 7062
  • New SOAPF Reports
  • Requisition Basics—Amount or Quantity?
  • Debit Memo Approval Reminder
  • PCard Troubleshooting
  • PCard Overdue Expense Items
  • Tips and Reminders

Volume 3, Issue 2 - February 28, 2020

Inside This Issue

  • Approved PCard Expenses not in Quantum Analytics— UPDATE
  • PCard Expense Reallocation Tips
  • Quantum Analytics User Aides
  • NONPO Invoice Rejections — Correction
  • Reject or Request More Information?
  • UPK Tutorials— New Link and Update
  • Debit Memo Warning Message
  • Notes from Disbursements Workshop
  • Common Error on NONPO Invoice and Debit Memo Screen

Volume 3, Issue 1 - February 14, 2020

Inside This Issue

  • Disbursements WebEx Workshop
  • February Training
  • UPK Tutorials Updated
  • PCard Accrual Basics— Correction
  • Reminders, Tips and Tricks
  • Update to Award Detail Report
  • Approved PCard Expenses Not in Quantum Analytics
  • Where to Find New Segment or SOAPF Forms

Volume 2, Issue 2 - January 31, 2020

Inside This Issue 

  • PCard Accrual Basics
  • PCard Infolets
  • February Training
  • Service Centers
  • New Segment and SOAPF Requests
  • Quarterly Update for Quantum Financials
  • Reminders

Volume 2, Issue 1 - January 15, 2020

Inside This Issue

  • Quantum Financials Stats
  • Coming Attractions
  • BIORESCO documentation
  • Training Dates
  • New Org/SOAPF Request Forms
  • Quantum Planning & Budgeting
  • Tips and Reminders

Volume 1, Issue 2 - December 17, 2019

Inside This Issue

  • Quantum Financials Tips and Tricks
  • Updated User Authorization Form
  • Status of quantum financials email
  • Quantum Holiday Processing Schedule

Volume 1, Issue 1 - December 4, 2019

Inside This Issue

  • Quantum Financials Stats
  • What’s New with Quantum Analytics
  • New SOAPF segments Set-Up
  • New form for Study Participant Payments
  • Quantum Training
  • PCard Reallocation Tips