Item Type Setup - Stanford University

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12/7/10 1 GFS FAQs A few notes from Administra8ve Systems & Student Financial Services Item Type Setup Use Look Ups , read Descrip8ons Charge Priori8es MONTHLY vs STIPEND TU_Only Expenditure Codes TUT vs TAL RAF_SAL vs RAFC_SAL Item Type for SAL needs an Item Type for TAL

Transcript of Item Type Setup - Stanford University

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GFSFAQs

AfewnotesfromAdministra8veSystems&Student

FinancialServices

ItemTypeSetup

UseLookUps,readDescrip8ons

•  ChargePriori8es– MONTHLYvsSTIPEND–  TU_Only

•  ExpenditureCodes–  TUTvsTAL–  RAF_SALvsRAFC_SAL

•  ItemTypeforSALneedsanItemTypeforTAL

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ItemTypeSetup

ItemTypeMessages

•  WarningorError?– Warning‐>noimmediateac8onrequired,butmightcausesubsequentconsequences

•  Readthemessagetext•  ItemStatus=Error,checkITMCrea8onMSG–  PTAEOInvalidinOracle‐>checkwithyourDFA/localfinancemanagerorORA/COcontact*

–  Sponsoredacctshavelimita8ons

•  IncludemessagetextinHelpSU8cket

ItemTypeSetup

FinancialContacts([email protected])

•  Sponsoredaccounts‐>ORAhep://ora.stanford.edu/ora/osr/contact.asp

•  Non‐sponsoredaccounts‐>Controller’sOfficehep://fingate.stanford.edu/staff/fundsmgmt/res_jobaid/fundContact_nonSponsored.html

•  IfaccountlookscompleteinOFbutnotinPS,requestthatitbe‘re‐baselined’inOracle

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WebBrowsersOpera8ngSystem Cer8fiedBrowsers

WindowsXP InternetExplorer7or8;Firefox3.xx

WindowsVista InternetExplorer7or8

MacOSX Firefox3.xx;Safari3.1orhigher

Usersarestronglyencouragedtousetheserecommendedbrowsersasothersmaynotbefullycompa8blewithAxess.InorderforAxess/PeopleSortoworkproperly:• Pop‐upBlockersmustbeturnedoff• Cookiesmustbeenabled• Javascriptmustbeenabled

WebBrowsers

•  TipsforUsingAxesslinkontheAxesslogonpage,justbelowtheLogonbueon

•  SQLerror,other‘strange’messages?1.  Deletebrowsinghistory(cache,cookies,history/

tempinternetfiles)

2.  Closeallopenbrowserwindows3.  Re‐launchthebrowser&tryagain

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HowtoGetHelp

•  GFSPolicyManualonline–  searchonkeywords,linkfromFingate

•  OnlineHelplinkfromanyPSpage

•  PSLearningCenter–Onlinetraining•  OpenLabs,hostedbyAdministra8veSystems–  Fridays,9‐noon,427ArguelloWay

•  HelpSU– Administra8veapplica8ons>PeopleSorGFS