Financial Business System Descriptions

Financial Business and Reporting Systems Descriptions  

PeopleSoft Financials – ERP Financial System of record.  Used for viewing Budget balances and errors and running financial reports: Transaction Detail, Revenue and Expense Detail and Open Encumbrance.  Also, used for entering Travel Authorizations and Expense Reports, Approving Travel documents, re-allocating monthly Bank Card Charges to the proper general ledger account.  View purchasing and expenses data and run pre-defined queries.

SUMMIT Financial Reporting - Oracle’s Business Intelligence web-based reporting tool updated nightly from PeopleSoft data.  Pre-defined dashboards for viewing Budget Summary balances, Revenue and Expense Activity, Open Encumbrances and Transaction detail.  View for Overhead, Revenue Generating, Sponsored and Non-Sponsored Project Budgets.   Also look up speed-chart information and balances by GL Account.   

BuyWays Procurement System -  University Procurement System.    Create requisitions to purchase goods and services.  Request contracts, send supplier invites.  Approve requisitions and invoices.  Upload and approve bank statements. Search for procurement documents.  Create Ad Hoc Reports on Requisitions, Purchase Orders, Supplier Invoices.

Terra Dotta Travel Registry - Travel Registration and locator System for Faculty, Staff and Students traveling overnight or out of state on University Business.  Travelers are required to register their overnight or out of state travel two to three weeks prior to their trip.   Students studying abroad may also register their travel and weekend trips.  Used in the event of an emergency to easily contact travelers and their emergency contacts.