PEOPLESOFT VOUCHER TABLES IN THE DATA WAREHOUSE



Similar documents
University System of Georgia

Florida A & M University

Cumulative Compensation Decision Support System (CumCompDSS) Table Definition

Accounts Payable. Accrual Basis Payables These queries give you AP voucher information based on the voucher accounting date.

Invoice Inquiry V1.0 11/26/2007

Common PeopleSoft Tables for Financial Systems. General Ledger. ChartField Tables

IMAGIS Accounts Payable Manual

State of Connecticut Core-CT Continuing Education Initiative. Introduction to Accounts Payable

Business Process Document Financials 9.0: Creating a Control Group and Vouchers. Creating a Control Group and Vouchers

AP230 Creating and Maintaining Recurring Voucher Contracts

PeopleSoft Accounts Payable DISTRICT WIDE APPLICATIONS. PeopleSoft Accounts Payable

CORE Oklahoma. State of Oklahoma COR118 Accounts Payable Inquiry and Reporting Manual. Revised: October 1, 2007

BUSINESS PROCESS (SAS 112 Compliance)

AP - ISTV Vouchers. *See "The FIN SOURCE" for Ohio for the most recent version of this process.*

PEOPLESOFT ENTERPRISE PAYABLES

North Dakota University System Accounts Payable Processes

Professional Service Contract Procedures DRAFT

1. Invoice Maintenance

PEP 2 Peoplesoft eprocurement Hands on Training 1

PeopleSoft v9.2 Accounts Payable

Vendors. Procedure To access the Vendors screen: 1. Select Financials. 2. Select Accounts Payable. 3. Select Vendor Processing. 4. Select Vendors.

HOWARD UNIVERSITY POLICY

Office of Business and Finance

Office of Business and Finance

Chapter 12 - Accounts Payable

Factoring Vendor Payments

Invoice Entry. Field Descriptions. A number used to identify the batch. This number must be unique for each user. Batch

AP & Travel: Need-To-Know Tips

North Dakota University System

How To Manage A Pom.Net Account Book

INVENTORY ACCOUNTING

Accounts Payable Job Aid

Table of Contents. Table of Contents 1. Voucher Approval Function 2 5. Worklist Search and Approval History 6. Budget Check Exceptions 7-9

ASSET MANAGEMENT. State of Vermont. Department of Finance & Management

University of Wisconsin System SFS Business Process AP.2.10 EDI Load (Student Refunds)

Office of Contracting & Procurement and Support Service Center Desk Reference

Add a New ChartField Job Aid

Access the Financial Production database: NAVIGATION / PATH INSTRUCTIONS

10. Payables Journal Entries

Accounts Payable. Vendors and Vouchers

A Step-by-Step Guide in Preparing Donor Report Using the Query GM_RCARE_969

Business Intelligence Inquiry Dashboard Job Aid

Requisition/Purchase Order Life Cycle - LSUNO

ADMINISTRATIVE PRACTICE LETTER

County of Henrico ACCOUNTS PAYABLE ORACLE UPGRADE R12

Accounts Receivable Processing

AP Invoice Processing AP Invoice Entry MUNIS Version 8

BEDFORD PUBLIC SCHOOLS BUSINESS OFFICE PROCEDURES MANUAL

Changes with UCSB s New PeopleSoft Financial System

nvision Reports Reference Training Services Organizational Effectiveness

BUSINESS PRACTICES WILSON COUNTY BOARD OF EDUCATION ACCOUNTS PAYABLE DEPARTMENT

INVOICE BATCH ENTRY MUNIS FINANCIALS ACCOUNTS PAYABLE INVOICE PROCESSING INVOICE ENTRY INVOICE ENTRY SCREEN: Select MORE QUICK ENTRY.

State of North Dakota. Module 5 Accounts Receivable PeopleSoft Financials 9.0

PeopleSoft Query Training

How To Pay A Bank Transfer At The University Of Central Florida

Anatomy of a SQL Tuning Session

Inform Upgrade Version New Features Improved Google Calendar Synchronization

Version 10 ACCOUNTS PAYABLE

Entering a Requisition to Create a Blanket Purchase Order (One Line)

EnterpriseOne Xe Property Management PeopleBook

Interfacing to Accounts Payable

Accounts Payable. Reference Guide

University of Missouri. Travel & Expense System FAQ

Human Capital Management (HCM) Module Overview

Accounts Receivable Run AR Reports

Welcome to the topic on managing delivery issues with Goods Receipt POs.

Overview of Procure to Pay

Advanced Query for Query Developers

for Sage 100 ERP Purchase Order Overview Document

Wave 2 UAT Accounts Receivable Business Process Overview. April 2015

9.2 AP Inquiries, Queries, and Reports

Title/task or Concept: AP Contras against Deeley/ESP AR balances

GL-Month End Closing Procedures. User Guide

Paw Paw Public Schools. Business Office. Procedures Manual

TABLE OF CONTENTS CHAPTER 9

ASRSP and Costing by populating the PROJ_RESOURCE table and that. Accounting the totals match per ChartField combination.

COUNTY OF MENDOCINO. MUNIS Finance System How to Enter an Invoice. Created by: Auditor-Controller May 2007 v1

The Purchasing Wizard

ACCOUNTS PAYABLE VOUCHER ADJUSTMENT

Chapter 7: Solutions. Multiple Choice Questions From CPA Examinations a. (2) b. (1) c. (4) d. (4) 7-28 a. (3) b. (3) c. (4) d.

ACCOUNTS PAYABLE POLICIES AND PROCEDURES

Procurement Specialist

4. Do not make changes to the Master record. To create a custom form, click Copy.

PeopleSoft Version 9.2

Use the AP Invoice Screen to record payments, produce checks, and generate and record accounting entries for the General Ledger Module.

CREATING NON-PO BASED INVOICES IN AGGIEBUY. Click on the Settlement tab in the menu bar to get to the invoice entry screen.

Directions for the AP Invoice Upload Spreadsheet

Cabinet Secretary of Human Resources and Administration. Agency Management PeopleSoft Implementation Briefing

Accounts Payable. Best Practices: Existing Control: Control Gap: Controls Evaluation and Gap Analysis. Purchasing

Business Process and Best Practices:

Transcription:

PEOPLESOFT VOUCHER TABLES IN THE DATA WAREHOUSE These are the commonly used and most useful fields from these tables. Access returns values rather than descriptions. Translations are listed below. * = Key field TABLE FIELD NAMES FORMAT DESCRIPTION VOUCHER * BUSINESS_UNIT Char 5 Always = UIOWA INVOICE_ID Char 30 Invoice number INVOICE_DT Date Invoice date VENDOR_ID Char 10 Vendor number VNDR_LOC Char 10 Vendor location number ADDRESS_SEQ_NUM Num 3 Address number GRP_AP_ID Char 6 AP's internal control group number OPRID Char 8 AP operator entering voucher CLOSE_STATUS Char 1 C = Closed; O = Open ENTRY_STATUS Char 1 C = Complete; O = Open; P = Postable; R = Recycle; S = Scheduled for Payment; X = Deleted ACCOUNTING_DT Date Accounting date POST_STATUS_AP Char 1 P = Posted; U = Unposted GROSS_AMT Num 17 Gross invoice amount DSCNT_AMT Num 17 Discount amount FREIGHT_AMT Num 17 Freight amount PYMNT_TERMS_CD Char 5 Payment Terms - i.e. 2%/10 ENTERED_DT Date Voucher entered date MANUAL_CLOSE_DT Date Manual close date DESCR254_MIXED Char 254 Voucher comments

VOUCHER_LINE * BUSINESS_UNIT Char 5 Always = UIOWA VOUCHER_LINE_NUM Num 5 Voucher line number LINE_NBR Num 5 PO line number DESCR Char 30 Voucher line description MERCHANDISE_AMT Num 17 Voucher line amount QTY_VCHR Num 17 Quantity vouchered UNIT_OF_MEASURE Char 3 Unit of measure UNIT_PRICE Num 17 Unit price WTHD_SW Char 1 Y = 1099 applicable; N = not 1099 applicable WTDH_CD Char 5 Withholding code - Either blank or a 2 digit code if the vendor is 1099 reportable. DISTRIB_LINE * BUSINESS_UNIT Char 5 Always = UIOWA * VOUCHER_LINE_NUM Num 5 Voucher line number DISTRIB_LINE_NUM Num 5 MFK line number ACCOUNT Char 4 Institutional account number MERCHANDISE_AMT Num 17 MFK amount ACCOUNTING_DT Date Accounting date LINE_NBR Num 5 PO line number FUND_CODE Char 3 Fund DEPTID Char 9 9-digit Department and SubDepartment numbers combined PROGRAM_CODE Char 4 Cost center CLASS_FLD Char 2 Function OPERATING_UNIT Char 8 Grant/program number CHARTFIELD1 Char 3 Organization account number CHARTFIELD2 Char 5 Departmental account number CHARTFIELD3 Char 17 SLID/SLAC combined

PYMNT_VCHR_XREF * BUSINESS_UNIT Char 5 Always = UIOWA * PYMNT_CNT Num 5 Payment count PYMNT_ID Char 10 Payment number - Not check number; assigned by system PAID_AMT Num 17 Paid amount PYMNT_GROSS_AMT Num 17 Gross payment amount DSCNT_PAY_AMT Num 17 Payment discount amount SCHEDULED_PAY_DT Date Scheduled pay date PAID_AMT_GROSS Num 17 Gross paid amount PAID_AMT_DSCNT Num 17 Discount on paid amount REMIT_VENDOR Char 10 Remit vendor number VNDR_LOC Char 10 Vendor location number REMIT_ADDR_SEQ_NUM Num 3 Remit address number PYMNT_MESSAGE Char 30 Payment message - prints on the check PYMNT_HOLD Char 1 Hold payments (Y / N) PYMNT_HOLD_REASON Char 3 Hold reason - see http://www.uiowa.edu/~fusap/ap/faq.shtml#21 for listing PYMNT_SEPARATE Char 1 Separate payment (Y / N) PYMNT_HANDLING_CD Char 2 Payment handling code: DR = Dorm Refunds; FB = Flex Benefits; FR = FIRE (financial aid); FT = Freight; HD = High Dollar; IN = Internal Distribution; PY = Payroll; RA = Regular with Attachments; RE = Regular; TR = Travel GRP_AP * BUSINESS_UNIT Char 5 Always = UIOWA * GRP_AP_ID Char 6 AP's internal control group number GROUP_DT Date Control group date - date the control group was created GRP_AP_STATUS Char 1 A = Assigned; E = Entry Set Aside; O = Open; R = Ready for Review; S = Supervisor Set Aside; V = Verified CTL_GROSS_AMT Num 17 Control group gross amount CTL_VOUCHERS Num 3 Number of vouchers in control group ASSIGNED_TO_OPRID Char 8 AP staff assigned to work control group VCHR_NUM_BEGIN Num 8 Beginning voucher number in control group VCHR_NUM_END Num 8 Ending voucher number in control group

UI_VCHR_TBL VOUCHER_ID Char 8 Voucher number VOUCHER_LINE_NUM Num 5 Voucher line number DISTRIB_LINE_NUM Num 5 MFK line number PYMNT_ID Char 10 Payment number - Not check number; assigned by system PYMNT_CNT Num 5 Payment Count VOUCHER_ID_RELATED Char 8 Voucher number of related voucher INVOICE_ID Char 30 Invoice number INVOICE_DT Date Invoice date GROSS_AMT Num 17 Gross Amount PYMNT_GROSS_AMT Num 17 Gross payment amount DSCNT_PAY_AMT Num 17 Payment discount amount PYMNT_HANDLING_CD Char 2 Payment handling code: DR = Dorm Refunds; FB = Flex Benefits; FR = FIRE (financial aid); FT = Freight; HD = High Dollar; IN = Internal Distribution; PY = Payroll; RA = Regular with Attachments; RE = Regular; TR = Travel GRP_AP_ID Char 6 AP's internal control group number SALETX_AMT Num 17 Sales tax amount FREIGHT_AMT Num 17 Freight amount USETAX_AMT Num 17 Use tax amount DSCNT_DUE_DT Date Discount due date PYMNT_TERMS_CD Char 5 Payment Terms - i.e. 2%/10 ENTERED_DT Date Entered date DESCR254_MIXED Char 254 Voucher comments LINE_NBR Num 5 PO line number DESCR Char 30 Voucher line description UNIT_PRICE Num 17 Unit price UNIT_OF_MEASURE Char 30 Unit of measure QTY_VCHR_CNVT Num 16 Voucher quantity converted UNIT_PRICE_CNVT Num 16 Unit price converted MERCHANDISE_AMT_PO Num 17??? ACCOUNT Char 4 Institutional account number

UI_VCHR_TBL cont. FUND Char 30 Fund DEPTID Char 9 9-digit Department and SubDepartment numbers combined DESCR2 Char 30??? PROGRAM_CODE Char 4 Cost Center CLASS_FLD Char 2 Function OPERATING_UNIT Char 6 Grant/program number CHARTFIELD1 Char 3 Organization account number CHARTFIELD2 Char 5 Departmental account number CHARTFIELD3 Char 17 SLID/SLAC Combined QTY_VCHR Num 17 Quantity vouchered MERCHANDISE_AMT Num 17 MFK amount SCHEDULED_PAY_DT Date Scheduled pay date REMIT_SETID Char 5 Always = UIOWA REMIT_VENDOR Char 10 Remit vendor number REMIT_ADDR_SEQ_NUM Num 3 Remit address number DSCNT_AMT Num 17 Discount amount PYMNT_HOLD Char 1 Hold Payments (Y / N) PYMNT_HOLD_REASON Char 3 Hold reason - see http://www.uiowa.edu/~fusap/ap/faq.shtml#21 for listing CLOSE_STATUS Char 1 C = Closed; O = Open MANUAL_CLOSE_DT Date Manual close date PRODUCT Char 2 Organizational unit WTHD_SW Char 1 Y = 1099 applicable; N = not 1099 applicable WTHD_CD Char 5 Withholding code - Either blank or a 2 digit code if the vendor is 1099 reportable. POST_STATUS_WTHD Char 1 N = Not postable; P = Posted; U = Unposted

UI_VCHR_ACCTG * APPL_JRNL_ID Char 10 Journal template * PYMNT_CNT Num 5 Payment count * UI_MFK_CNT Num 3????????? ACCOUNT Char 4 Institutional account number FUND_CODE Char 3 Fund DEPTID Char 9 9-digit Department and SubDepartment numbers combined PROGRAM_CODE Char 4 Cost center CLASS_FLD Char 2 Function OPERATING_UNIT Char 8 Grant/program number CHARTFIELD1 Char 3 Organization account number CHARTFIELD2 Char 5 Departmental account number CHARTFIELD3 Char 17 SLID/SLAC Combined MONETARY_AMOUNT Num 17????????????????/ UI_VA_DIST_STATUS Char 1 No options listed REFERENCE_NUMBER Char 10 Reference number UI_VCHR_PERCENT Num 15 Percent of total voucher UI_REMAINING_AMT Num 17 Remaining accrual amount