UD Financials HELP GUIDE

IssuesContacts
General Ledger/Accounting
      Monthly Accounting Statements - data
      Chartfields (account codes) General Accounting       -2175
      Monthly Accounting Statements - how to access
      Accounting data
      Crosswalk Utility (acct. code/obj.code conversion)
      Understanding results of EZQs (pre-written queries)
      Web Form: FIN Journal Voucher Form - how to use it
Budget
      Web Form: FIN Budget Revision Form - how to use it Budget Office
      #1: czinszer@udel.edu
      #2: -1234
Accounts Payable/Purchase Orders
      Purchase Orders Procurement Services
      procurement@udel.edu
      -2161
      Web Form: FIN Requisition/Vendor Payment Request
      Web Form: FIN Request Payment to Individual
      Web Form: FIN Business Expense Report (BER)
      Purchasing Card reconciliation
      Vendor payments
      Purchasing data
      Accounts Payable data
Labor Allocation Module (LAM)
      General information about what it is Budget Office
      #1: rylee@udel.edu
      #2: -1234
      New Employee not yet in LAM
      LAM data
      How to enter a labor distribution
UD Obligations (part of LAM/UD Processes)
      How to enter an obligation Budget Office
      #1: rylee@udel.edu
      #2: -1234
      How de-obligations work
Grants
      Proposal entry into PS FIPRD pages OVPR (Research Office)
      -2136
      Webforms: FIN Proposal Approval Summary
      Webforms: FIN Budget Revision for Contracts & Grants
      Understanding Grants data
      Using Grants EZQ's (pre-written queries)
Cash Transmittals & Deposits
      Webforms: FIN Cash Transmittal Cashiers Office
      -2136
      jcaleb@udel.edu
      npollock@udel.edu
      Using Cash EZQ's (pre-written queries)
      Understanding Cash Deposits in Monthly Statements
Non-Student Billing & Accounts Receivable
      Webforms: FIN Bill Non-Student Customers Billing & Collection - Missy Sarver
      msarver@udel.edu
      -1526
      Webforms: FIN Bill Adjustment for Non-Student Customers
      Using PS pages (FIPRD) for billing & Accts Rec. inquiries
      Reprinting non-student invoices
      Questions about Mothly billing statements
      Questions about charge codes and billing customers
Asset Management
      Webforms: FIN Equipment Relocation & Funding Change Procurement Services
      procurement@udel.edu
      kmbrown@udel.edu
      -8951
Login or Password Problems
      Problems with logging on to PeopleSoft application - Financials Russ Merindino (Assoc.Treas.)
      russm@udel.edu
      -6970
      Problems with logging on to PeopleSoft application - Grants Ellen Lepine (Assoc.Treas.)
      ellell@udel.edu
      -0269
      Russ or Ellen will contact Assoc Treasurer's Office as needed Assoc. Treas. Office - Marsha
      #1: marshalo@udel.edu
      #2: -0727
      Marsha or Ellen will contact SSA as needed System Security & Access
      access@udel.edu
Reporting - PS Query
      No data - suspect the Purpose security is wrong Assoc. Treas. Office - Marsha
      #1: marshalo@udel.edu
      #2: -0727
      Other reporting problems MIS reporting group
      mis-rep@udel.edu
Can't get into PS Financials (not password problem)
      Web server is down (web page not available) DBA's
      mis-srg@udel.edu
      App Server not available
PeopleSoft Financials Web Forms
      FIN Cash Transmittal Cashiers Office
      -1242
      FIN Journal Voucher Form General Accounting
      -2175
      FIN Budget Revision Form Budget Office
      #1: czinszer@udel.edu
      #2: -1234
      FIN Requisition/Vendor Payment Request
      FIN Request for Payment to Individual
      FIN Business Expense Report (BER)
Procurement Services
      procurement@udel.edu
      -2161
      FIN Equipment Relocation & Funding Change Procurement Services
      procurement@udel.edu
      -8951
      Grants:
      FIN Proposal Approval Summary
      FIN Budget Revision for Contracts & Grants
OVPR (Office of the Vice Provost for Research)
      -2136
      FIN Bill Non-student Customers Billing Services
      -1526
      HR Employee Demographic Data HR & Payroll Systems Administration
      -8677
      Web Forms are not working properly Web group
      mis-trg@udel.edu
Unknown System Problems MIS group
Van Adams
      van@udel.edu
      -3730
Raja Surampudy
      raja@udel.edu
      -3739

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Please direct UD-Financial questions to the approriate office as referenced on the Help guide of this site
Website comments to Allan Fanjoy, fanjoy@udel.edu
Last modified: Wednesday, 08-Mar-2006 10:22:30 EST