Chart of Accounts: Transition Schedule Update and New/Updated Resources

Dear Rutgers Colleagues,

 

We are pleased to inform you that the cross validation rules have been activated and the invalid chart string combinations have been deactivated successfully. You may resume posting transactions in Oracle, RU Marketplace and PeopleSoft.

Please refer to the important milestones and deadlines, and resources that are listed below. Visit the Controller’s Office chart of accounts initiative page and the accounting procedures page for additional information and resources.

 

Date

System/Process Activity

Unit Action

Who to Contact

Mon., Jul. 2
8:00 a.m.

New cross validation rules are active.

Oracle, RU Marketplace, and PeopleSoft are live to post transactions under valid chart string combinations and new cross validation rules.

Help desk staff for Oracle, RU Marketplace, and PeopleSoft available to answer questions.

Units may resume posting transactions in these systems using only valid chart string combinations. All transactions will be subject to the new cross validation rules.

If you have questions about employee charging instructions, or the Salary and Wage Redistribution and Justification form, please contact Payroll Services at (848) 445-2113 or payroll@payroll.rutgers.edu.

If you have questions about requisitions, purchase orders, internal purchase orders, invoices, or expense report transactions, contact procure@finance.rutgers.edu.

If you have questions about general ledger or Project transactions, contact the Financial Management help desk at (848) 445-2100 or finance_helpcenter@finance.rutgers.edu.

Mon., Jul. 2 through Fri., Jul. 6 at 4:00 p.m.

PeopleSoft ECI reallocations for fiscal year 2018 will be permitted by departments.

All reallocations will be subject to the new cross validation rules.

 

If you have questions about employee charging instructions, or the Salary and Wage Redistribution and Justification form, please contact Payroll Services at (848) 445-2113 or payroll@payroll.rutgers.edu.

Tue, Jul. 10
4:00 p.m.

PeopleSoft access to all ECIs will be resume.

Units may resume posting ECI transactions.

If you have questions about employee charging instructions, or the Salary and Wage Redistribution and Justification form, please contact Payroll Services at (848) 445-2113 or payroll@payroll.rutgers.edu.

 

Updated Resources

  • Valid Chart String Combinations and Disabled Combinations: The list of all current, valid chart string combinations will help you identify accounts that can be used as of July 1, 2018. This list will change frequently as new, valid chart string combinations are created. The list of disabled combinations will help you identify the accounts that are not available for use as of July 1, 2018.

  • Cross Validation Rules (CVRs): The updated list consists of new CVRs that became effective on July 1, 2018, as well as CVRs that have been active since October 2016.

  • System Error Messages: View examples of error messages that you may receive from RU Marketplace, PeopleSoft and Oracle beginning July 1, 2018.

  • Accounting Procedures: New accounting procedures for funding transfers, expense recoveries, and faculty funds are in effect as of July 1. The procedure documents, June 26th Webinar recording, and June 28th presentation are posted to the Accounting Procedures page on the Controller’s website. If any of these resources are further updated following the July 3rd and July 11th Webinars, we will inform you.

Regards,

 

Kathy Dettloff, Vice President, Finance and Budget

Ernie DiSandro, Interim University Controller

Nimish Patel, Associate Vice President