learning the language - california state university, san bernardino · 2020. 10. 25. · •6...
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Learning the languageDena Chester / Matias Farre
2018 CSUSB Business Conference
Learning Outcomes
Attendees will learn about various terms associated with key documents, processes and departments within Finance and Administrative Services
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RFI
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
REQ: Requisition
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
PO: Purchase Order
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
TOE: Transfer of Expense
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
CPO: Cash Posting Order
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
UPEC: Unauthorized Purchase Explanation/Certification
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
AO: Allocation Order
SFS: Student Financial Services
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
UBIT: Unrelated Business Income Tax
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
Cost Recovery
Approved Student Fees
State Appropriation
Operating Fund:
Delivering the Operations and Instruction of the University
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
BBA: Budget Balance Available
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
FTE: Full-Time Equivalent
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
COA: Chart of Accounts
•Identify specific purpose/funding source•5 Characters (Example: SB001)•Required fieldFund•Identify organizational structure•5 Characters (Example: D0400)•Required fieldDept ID•Identify transaction type•6 Characters (Example: 660003)•Required fieldAccount•Identify departmental level information•5 Characters (Example 11696)•Optional FieldClass•Track time specific information•5 Characters (Example FAC_P/DEV_GRANT)•Optional FieldProject
PATHWAYS TO THE 3P’S: PEOPLE, PROCESSES & PRODUCTIVITY
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