UD Financials Data Definitions
Additional Help
The Office of the Vice Provost for Research
Copyright © 2006,
University of Delaware
University of Delaware
Last updated
January 30, 2006
UD Financials Help Guide
- General Ledger/Accounting
- Budget
- Accounts Payable/Purchase Orders
- Labor Allocation Module (LAM)
- Grants
- Cash Transmittals & Deposits
- Non-Student Billing & Accounts Receivable
- Asset Management
- Login or Password Problems
- Reporting—PS Query
- Can't get into PS Financials (Not Password Problem)
- PeopleSoft Financials Web Forms
- Unknown System Problems
| Issues | Contacts |
|---|---|
| General Ledger/Accounting | |
| Monthly Accounting Statements—Data | General Accounting -2175 |
Monthly Accounting Statements—How to Access |
General Accounting -2175 |
| Chartfields (Account Codes) | General Accounting -2175 |
| Accounting Data | |
| Crosswalk Utility (Account Code/Object 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
|
| Accounts Payable/Purchase Orders | |
| Purchase Orders | Procurement Services
|
| 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 | Budget Office
|
| New Employee not yet in LAM | |
| LAM Data | |
| Grants | |
| Proposal Entry into PS FIPRD Pages | General Accounting -2136 |
| Web Forms: FIN Proposal Approval Summary | |
| Web Forms: FIN Budget Revision for Contracts & Grants | |
| Web Forms: FIN Pre-Award Approval | General Accounting
-2136 |
| Understanding Grants Data | General Accounting
-2136 |
| Using Grants GMQs (Pre-written Queries) | |
| Cash Transmittals & Deposits | |
| Web Forms: FIN Cash Transmittal | Cashiers Office |
| Using Cash EZQ's (Pre-written Queries) | |
| Understanding Cash Deposits in Monthly Statements | |
| Non-Student Billing & Accounts Receivable | |
| Web Forms: FIN Bill Non-Student Customers | Billing & Collection—Missy Sarver
|
| Web Forms: FIN Bill Adjustment for Non-Student Customers | |
| Using PS Pages (FIPRD) for Billing & Accts. Rec. Inquiries | |
| Reprinting Non-Student Invoices | |
| Questions about Monthly Billing Statements | |
| Questions about Charge Codes and Billing Customers | |
| Asset Management | |
| Web Forms: FIN Equipment Relocation & Funding Change | Procurement Services |
| Login or Password Problems | |
| Problems with Logging on to PeopleSoft Application—Financials | Russ Merindino (Associate Treasurer)
|
| Problems with Logging on to PeopleSoft Application—Grants | Ellen Lepine (Associate Treasurer)
|
| Russ or Ellen will Contact Associate Treasurer's Office as Needed | Associate Treasurer's Office—Marsha
|
| Marsha or Ellen will Contact SSA as Needed | System Security & Access access@udel.edu |
| Reporting—PS Query | |
| No Data—Suspect the Purpose Security is Incorrect | Associate Treasurer's Office—Marsha
|
| 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 |
| Application Server is not Available | |
| PeopleSoft Financials Web Forms | |
| FIN Cash Transmittal | Cashier's Office -1242 |
| FIN Journal Voucher Form | General Accounting
-2175 |
| FIN Budget Revision Form | Budget Office
|
| FIN Requisition/Vendor Payment Request FIN Request for Payment to Individual FIN Business Expense Report (BER) |
Procurement Services
|
| FIN Equipment Relocation & Funding Change | Procurement Services
|
Grants: |
OVPR -2136
|
| FIN Bill Non-Student Customers | Billing Services -1526
|
| HR Employee Demographic Data | HR & Payroll Systems
-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 |
|