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The article provides guidance for departments on the resource transfer journal entry process.

Essential Information

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Information to know about resource transfer journal entries:

1. Resource transfers will impact only the General Ledger (and are not reflected in PPM).
2. The transfer will be on Account 774XXX and at the end of the year, it will roll into Account 300000 (Fund Balance).
3. The Fund and Account segments for the debit and credit on the journal entry must be the same.

Do NOT submit a resource transfer journal entry if:

1. Moving resources on a Sponsored Project.
2. Moving an expense, complete a cost transfer instead:
   1.  KB0033191: Cost Transfer Guide.
   2. KB0033457: How to Initiate a Full or Partial Cost Transfer in Oracle PPM.
3. Missing or incorrect Project on a Purchase Order (PO), then correct the PO.
   1. Requests for resource transfer on No Project (0000000) to a Project will be transferred to Procurement Support.
4. The journal entry is crossing funds.
   1. The correction needs to happen in the subledger the transaction was initiated from.

NOTE: Departments must work with their local journal entry contact(s) to initiate resource transfer journal entries.

For guidance on clearing deficits, please refer to KB0033458: Guidance on Using SOFI Funds to Clear Deficits.

Next Steps

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1. If your department has access to submit general ledger journal entries, use the Campus User Roles report to search for users.

1. Refer to KB0032242 How to Look Up User Roles in Oracle.
2. In Role Prompts, select UCSD GL Journal Entry JR.

2. If your department does not have access to submit journal entries, then contact your VC office to request the resource transfer.

1. Include any supporting documentation to explain the need for the transaction to be processed.
2. For VCHS departments, contact vchsfiman@ucsd.edu.