General Ledger and Budgets
Q: What are PeopleSoft ChartFields?
Q: Where can I find a list of all UF Cost
Centers or DeptIDs?
Q: My department/college name (or DeptID)
needs to be changed in PeopleSoft. How do I do this?
Q: How do I transfer money from a Direct Support
Organization (DSO) or other cost center using the myUFL systems?
Q: How do I move a graduate student‚s
Letter of Appointment (LOA) charges to the correct ChartFields?
What are ChartFields?
ChartFields are the backbone of the new UF accounting system and go far
beyond the FLAIR legacy system it replaced on July 1, 2004. The FLAIR system
required just the organization code, object code, and expansion option,
while there are eleven ChartField values. ChartFields are extremely important
in the myUFL systems––what is entered into the system determines
how the transaction gets routed, handled, and approved. For more information
and a description of each ChartField value, please view the ChartFields tutorial.
Where can I find a list of all UF Cost Centers
or DeptIDs?
In myUFL, a list of current UF Cost Centers may be found via Set Up Financials/Supply
Chain > Common Definitions > Design ChartFields > Define Values
> ChartField Values.
The "Additional Resources for ChartFields" section of the General Ledger and Budgets Services page on the Bridges Web site (located at http://www.bridges.ufl.edu/ledger – or – myUFL portal > Help > Bridges Services > General Ledger & Budgets) has a listing of all DeptIDs as of a specific date as well as other useful ChartField resources.
The ChartField values in the system are up–to–date but the navigation for the ChartField values on the Bridges Web site is more user–friendly.
My department/college name (or DeptID) needs
to be changed in PeopleSoft. How do I do this?
First, contact your Bridges Liaison for fiscal matters. They will then fill
out the ChartField Request form and send to University Accounting
Services. University Accounting Services will review the request and update
PeopleSoft if appropriate.
How do I transfer money from a Direct Support
Organization (DSO) or other cost center using the myUFL systems?
Cash transfer requests between cost centers should be submitted to University
Accounting Services. Please review the latest information about cash transfers
from Finance and Accounting at http://fa.ufl.edu/ga/cash-transfer-procedure.asp.
How do I move a graduate student‚s
Letter of Appointment (LOA) charges to the correct ChartFields?
If the tuition change is during the current term, simply change the active
Letter of Appointment. This will back out the old charge, and reprocess
on the new ChartField information. However, if the LOA is correct, and your
backup account was used because of an insufficient balance in the original,
OR if it is for a prior term charge, then follow the procedures listed on
the Academic Affairs website.
