This form should be used for EXPENSE TRANSFERS only. These are actual expenses that have already been posted to a cost center/WBS element and can be located under the “Actuals” column of your ZFM01_EXP SAP report or on the web-based BI reports.
Please ensure that the transfer “From” below includes the cost center(s)/WBS element(s) where the expense currently resides. You must enter at least one (1) "From" cost center or WBS element but you are able to enter up to five (5) cost centers/WBS elements. The transfer “To” should represent the cost center/WBS element you would like to use to pay for the expense.
For example: You purchased an item on your p-card that is intended for faculty development. However, the p-card expense was posted to your EG cost center. Your transfer request should be FROM your EG cost center, 7511xxxxxx, TO your FD cost center, 7513xxxxxx.
It is highly recommended to include an SAP Reference Document Number within the description text, if applicable. This will provide an audit trail to follow the movement of the expense. If you cannot accommodate all of your text into the 50 characters, please use the “Notes” section at the end of this form to complete your description.
This form cannot be used to request a budget transfer. To request a budget transfer please utilize the budget transfer request form.
If you have any questions on this process please contact Trixia Santiago at 610-436-2334.