Funds Management

Links, tools and reference materials related to funds management:

• Funds Management Reference Materials:
  • Proper Coding of Allowable and Unallowable University Expenditures
  • About Burdening
  • How Changes to PTA Attributes Affect Authority and Reporting
  • Physical Inventory Guidelines
  • University Budget Plan
  • Oracle Reference Code Table
  • Award Types
  • Award Purposes
• Oracle Financials System Resources:
  • Getting Access to PTA Manager
  • Getting Access to Gift Transmittals
  • Getting Access to iJournals Module of Oracle Financials System
  • Getting Access to CMS and CMS Reports
• Oracle Financials Reporting Resources:
  • Getting Access to ReportMart1
  • Reports Related to Funds Management
  • Status of ReportMart3 Data
  • Commitment Data on Oracle Financials Reports
  • Understanding How Expenditure, Budget & Commitment Data Appear on Oracle Financials Reports
  • How to Read a Fund Statement
  • Financial Reports Web Site (Expenditure, Revenue & Operating Statements)
• SU Inquiry Tools (To access SU Inquiry Tools, launch Oracle and open the SU Inquiry Tools folder):
  • Expenditure Type Query
  • Fund Title Query
  • Oracle Signature Authority Query (Link directly from here)
  • Oracle Vacation Query (Must launch from Oracle)
  • Requisition and Purchase Orders Query (a.k.a. Web Inquiry) (Must launch from Oracle)
• Who to Contact for Help:
  • School and Department Contacts for Sponsored Funding
  • School and Department Contacts for Non-Sponsored Funding