Transcript Interdepartmental Transfer process

IDT Process in PeopleSoft
IDT Process
• The following IDT Process will be followed for
all but:
– Pymts to UTHSCSA, via Disbursements
– Pymts from Library re: Voyager, via
Disbursements
– Utility allocation for CPS and SAWS, via
Facilities
IDT Process
• Areas that follow this process
– Mail Services
– Telephone services
– Facility work orders
– Service center charges
– General stores
– CBC (Criminal Background Checks)
IDT Process
• Complete the Journal Upload Template and forward to:
– Accounting Services, with backup documentation
• For cost centers that are non-sponsored
• Capital project cost centers
– Excel file, and scanned paperwork
– Grants and Contracts Financial Services, with backup
documentation
• For sponsored projects, including cost share cost
centers
– Excel file, and scanned paperwork
IDT Process
• Any budget checking errors that occur will be the
responsibility of the submitting department
– Will receive an e-mail from Accounting Services or
Grants and Contracts Financial Services
– If no response, entry will not get posted
• Information is due no later than the 25th day of the month
• Errors must be corrected no later than last business day of
month
IDT Process
• Entry will show up as a Journal on the Budget Overview
– Under Forms and Worksheets: Journal Upload
Template
• Examples are provided
• Speedtype and Account
IDT Process