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Transaction Detail - Department

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

  image2017-1-11 13_42_32 (8).png

  • Choose the Query Viewer tile

**  **image2017-4-11 17_26_25 (2).png

  • Enter the beginning of the Query Name, hit Search

  • Click on Favorite to add this as a favorite query

image2017-4-11 17_29_30.png

  • Choose HTML to run the query to your screen or Excel to download the query

  image2017-4-11 17_33_36.png

  • Complete the following fields:

    • Enter a Department

    • Enter a Journal From Date and Journal To Date

  • Hit View Results

  • You may encounter a pop-up blocker when trying to execute a query. Choose and Always Allow.

**  **

The resulting screen should look similar to this example.

image2017-4-11 17_54_49.png

  • The journal dates can be entered several different ways:

    • Using the calendar icon to select the dates

    • Using slashes

    • Entering all the digits (including zeros) without slashes

    • You can use a "t" as a shortcut for today's date

  

Sample Charges:

Journal ID

Line Descr

Notes
PR00325537

PR00325537

Payroll pay period 07/02/2016

Due to confidentiality, you will not find the details within the PS Financials System. You will need to contact Payroll for further information.
XAC0325599

XAC0325599

CC 07/25/2016 ST LAWRENCE SUPP

This indicates a CreditCredit CardCard charge transaction on 7/25/16 to St. Lawrence Supply. It was processed on an eXpenseeXpense report. Contact AP for further information.
XAC0326382

XAC0326382

ER 0000022418 calger

This indicates the ExpenseExpense ReportReport number for userid: calger Contact AP for further information.
APV0325764

APV0325764

FUNDRIVER/P091067/V00256122

This indicates AccountsAccounts PayablePayable VoucherVoucher 256122 processed against PO 91067 to vendor Fundriver. Contact AP for further information.
APV0326399

APV0326399

TUPPERLAKE/V00257117

This indicates AccountsAccounts PayablePayable VoucherVoucher 257117 processed on Disbursement Order to vendor Tupper Lake. Contact AP for further information.

0000326637

PARAGON 09/20/16 - 09/23/16

This indicates postage paid on the Paragon meter for the period 9/20/16-9/23/16. Contact Shipping for further information.

0000326918

OIT Local/LD Usage 08/22-09/21

This indicates local/LongLong DistanceDistance phone usage for the period 8/22-9/21. Contact OIT for further information.

0000325673

UPS 07/09/2016

This indicates postage paid to UPS on 7/9/16. Contact Shipping for further information.
SF00328821

SF00328821

0000000217606

This indicates receipt number 217606. Contact the Cashier for further information.
SF00326665

SF00326665

0945190 MS-EM Corporate

This indicates a StudentStudent FinancialsFinancials transaction for student number 0945190 with a brief description of the transaction. Contact the Bursar for further information.

  • If you chose HTML, you can still opt to download the results to Excel using the Excel Spreadsheet hyperlink

Missing Access? Have Questions? Contact Controllers_Office@clarkson.edu

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