Description

This Universe contains the financial transactions (direct and indirect) after the application of the Banner rule codes and the Banner posting process.  Individual transactions as well as summaries by period can be found here.  All transactions are by Fiscal year and Fiscal period.  This Universe also contains C-FOAPAL hierarchies as well as information related to financial persons.

Intended use(s) of this Universe: 

• Listing of financial transactions by C-FOAPAL within Fiscal year and period (similar to University standard Finance reports)
• Listing of financial persons and their campus address related to a particular F, O, or P
• Compute balances
• Find the same totals as are on the standard Finance reports

By design, this Universe will NOT let you:

• Combine Operating Ledger & General Ledger in the same query
• Combine Operating Ledger detail and summary in the same query
• Combine General Ledger detail and summary in the same query

Universe Guides

Find out how you can use the OL/GL Ledgers universe to create custom reports:

• Quick Reference Guide: Operating Ledger/General Ledger

Solution Library

The Solution Library contains step-by-step instructions on how to create commonly requested reports, including a report template to get you started.

Examples of what you’ll find in the Solution Library:

• General Ledger Transactions by Fund and Account
• Detailed Expenditures by C-FOAP
• Rogue C-FOAPAL Listing for Funds 1 & 2
• Rogue C-FOAPAL Listing for Fund 3
• Rogue C-FOAPAL Listing for Funds 4, 5, & 60
• Permanent Original State Budget