Grant Reconciliation through the Ages (Versions)
Session Number: 33068
Track: Grants, Contracts and Billing
Sub-Categorization: Reporting/ Reconciliation
Session Type: Tips and Tricks
Tags: 9.1, 9.2, FInancials, Grants, Grants Awards, Grants, Contracts & Billing, Query, Reconciliation
Primary Presenter: Christine S. White [Research & System Specialist - University of Delaware]
Co-Presenter: Beth Pease [Senior Financial Consultant - CedarCrestone]
Time: Mar 10, 2014 (08:00 AM - 09:00 AM)
Room: Room 302
Learning Objectives: Provide PeopleSoft Grant users with tools to keep their systems in sync
Product: PeopleSoft
Version Presenting: PS 9.2
Level of Customization: None or N/A
Level of Partner Integration: Shared Institution/Partner
Project Phase: Production
Project Go Live: Earlier than 2013
Target Audience: All
Audience Level: Beginner
Your Training in this Area: Chris: I've attended several HEUG Alliance Conferences; otherwise, I've learned through training sessions and materials provided by University of Delaware and on-the-job training.
Description:
This session will review different reconciliation techniques that can be used in PeopleSoft Version 9.1 and before and the reconciliation functionality delivered in PeopleSoft Version 9.2. The series of over 20 queries that were developed at the University of Delaware will be reviewed along with the explanation of why the query criterion was chosen as the basis for the reconciliation. The session will then move to the delivered subsystem reconciliation inquiries that are available in PeopleSoft Version 9.2 with little or no configuration. As part of the session the query setup and system reconciliation flowchart will be posted along with the presentation.
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