How to Add POETAF to a Posted Payables Transaction


Critical Concepts

Steps to Take

1. Access the GL-PPM reconciliation report 

2. Follow the instructions on the blink page to identify GL to PPM discrepancies

3. Using data retrieved from the report, download and complete the Cost Data Transfer Request Excel Spreadsheet, using these guidelines:

a. You may also include data for the following two issues on the same attached spreadsheet, i.e. collective of many Payables transactions at once

4. Submit a Non Salary Cost Transfer Request through Services & Support

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