December 18, 2012
Effective January 1st 2013, we are requiring all fund holders to use the new PeopleSoft (PS) chartfield codes and transaction forms in referencing G-, RS-, C- funds (previously 07-, 17-, and 37- accounts respectively). An email informing fund holders of this implementation date was sent back in mid-October together with attachments that cross referenced old general ledger (GL) codes to the new PeopleSoft chartfield strings. The crossover table between the old GL and PS chartfield codes as well as the PS Department code information and the new PS transaction forms can be found at the following websites:
Although the majority of fund holders have now been trained in generating reports for their funds using the Data warehouse, we will be providing additional training workshops in the New Year. Please email firstname.lastname@example.org to request training.
In consultation with the Deans, Department Chairs, ASM’s, PI’s and the Division of Administration and Finance we are conferring privileges to Principal Investigators and fund holders to enable them to authorize certain activities on G-, RS-, C- funds. These changes, which are detailed on the ORSP website, provide increased authority in executing low dollar purchases and other routine activities and transactions on grants and contracts including the authorization of expenditures, reimbursements, travel claims, hospitality expenses, payroll and the use of P-cards. These changes are intended to improve the efficiency of operations and transaction routing without risking the integrity of the internal control necessary for accountability. Please take the time to review the changes.
We are cognizant of the inconvenience that this conversion has caused and very much appreciate your patience and understanding as we go through this critical implementation period. To assist faculty through the transitional period, Carmen Flores has been temporarily assigned to ORSP to assist faculty with P-card applications and also compile claims for the following activities.
Please phone or email Carmen to make an appointment (telephone X52202 or email Carmen.Flores@csulb.edu).