|
What You Need
to Know!
General Information
West Chester University has
migrated from the locally implemented PeopleSoft Financial system to
the State System of Higher Education SAP shared administrative system.
The cutover occurred on November 27,2006.
š The
SAP R/3 product is not web based and requires the installation
of the SAP graphical user interface (GUI) on all computers
that need to access the system.
Managing Your Budget
Budget Reporting - The type of budget reporting you will utilize is dependent upon the Fiscal Year you wish to view.
Fiscal Year 2009
• SAP ZFM01 and ZFM01_EXP Reports
• SAP BI reporting
Fiscal Year 2008
• SAP ZBUDSTAT_EX_CF Reports
• SQL Server Reporting Services generated Web-based financial / budget reports
Fiscal Year 2007
• PeopleSoft Web Reports (July – November only)
• SAP ZBUDSTAT_EX_CF Reports
• Web-based financial / budget reports
Fiscal Year 2006 and Earlier
• PeopleSoft Web Reports
ðChargebacks - The following services are charged back to
your department on a monthly basis: Postage, Bulk Mail, Printing &
Graphics, Pagers, Telephone charges, Facilities Project Workforce,
Instructional Media, and Central Stores orders. It is your responsibility to review this
information in a timely fashion to ensure the charges are complete and
accurate. Erroneous charges (incorrect department, disputed charges,
etc…) should be identified immediately and corrections requested by
contacting Finance and Business Services
Requisitioning Goods
and Services
West Chester University utilizes an electronic requisitioning process within the SAP financial system. Electronic requisitioning provides increased efficiencies, cost savings, reduced processing times, and greater campus access to procurement data.
Purchase Orders that fail the budget checking process (Availability
Control) can not be overridden in SAP. Before a requisition or
purchase order can proceed through the system, a viable source of funds
must be determined.
Requests for Payment
These forms are utilized for conference registrations (where P-Card is not accepted), reimbursements to employees (excluding travel), subscriptions, stipends, license fees (non-software), memberships, and honorariums. |
