PVS Net Tips
Browsers
Site Manager Editing Schedule
Logging On
Performing Coding Edits/Allocations
Reporting
Browsers
The supported browsers for PVS Net are Internet Explorer 5.0, 5.5, 6.0 and Netscape 4.76. If you are having problems, please verify that you are using one of these three browsers. If you are not using a supported browser, ask your IT person to download one for you.
If you are a Macintosh user, you must use Netscape 4.76 for PVS Net reports to work.
Site Manager Editing Schedule 2008
Two-week editing cycles alternate between shaded and white. Circled Thursday deadlines are for the previous two-week editing cycle. Edits must be completed by noon on the circled Thursday edit deadlines
Occasionally edit deadlines are on a day other than Thursday, i.e. end of the fiscal year, Thanksgiving, and Christmas. Watch your Site Manager emails and the Accounting web site for details.
Transactions usually appear within 1-4 business days. Certain circumstances may delay a transaction, i.e. the vendor may not process the transaction until the ordered item ships and conference registrations often are not processed until the attendee goes to the conference.
Legal holidays are denoted by stars. There is no activity on legal holidays.
Logging On
Obtain a logon and password from Yvonne Quamme
Log on to PVS Net at https://pvsnet.procard.com/
A PVS Net Quick reference guide in PDF format is available at the 3rd bullet under "Notes" on the logon page.
If you forget your logon and/or password, contact Yvone Quamme
Performing Coding Edits/Allocations
Once you log on to PVS Net, select "Preferences" from the left menu.
"Preferences" enable you to select what elements are viewed in the "Transactions" section, where you will perform the edits. In order to change the funding string for charges, "Transaction Allocation" must be checked in "Preferences."
To edit your charges select "Transactions" in the left menu.
Adjust the settings per below:
- Leave as "Detail"
- Select a sort option
- Select a sub-sort option
- Set the date range to the cycle you will be editing
- Leave as "Table"
- Select 10 or 25. A higher number might make the software crash.
- Select your cards
- Select "Online"
- Leave blank
Also leave the " (Optional) Apply the following conditions" section blank
Click "Run Report"
Scroll to the right, edit each charge's funding string accordingly, and click "Save"
If you are not seeing an element that you need, go back into "Preferences", make sure the element is checked, and run the report again in "Transactions."
"Transaction Date" is the date the purchase occurred. "Post Date" is the date the purchase posted to PVS Net. "Post Date" is what determines which cycle the transaction falls into (consult Editing Schedule).
As a security measure PVS Net will time-out after 10 minutes if you do not change screens or click "Save". If you are working in PVS Net, especially editing coding in "Transactions", be sure to click "Save" within the 10 minute limit to avoid being logged off the application and losing your changes.
You can report on a rolling 13 months of data in PVS Net.
Items stored in the Report Log are available for 90 days
Statement of Account Report
Choose "Reports" in the left menu
Adjust the settings per below:
- Select "Statement of Account"
- Set the date range
- Choose your cards
- Choose to get report via the Report Log or Email
Click "Run Report"
If your report does not show up immediately in your email, do not run the report over and over. This will only increase the report queue and slow down the system.
Custom Reports
Choose "Preferences" in the left menu and select all of the elements you wish to appear in the report.
Follow steps 1-7 from Coding Edits/Allocations except select "Offline" for number 8, and click "Run Report".
At the Transaction Output screen select the report destination (download or email) and format (Tab Separated, Excel, Record Style, or CSV).
Choose "Attachment" for number 12, enter a name if you wish for 13, and click "Submit Request"