Use this procedure to adjust the Project, Task, Award, Organization, and Expenditure Type (PTAEO) payroll distribution for an employee for a prior period.
When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.
Field Name |
Required (R) or Optional (O) |
Description |
Employee Name |
R |
Employee’s name whose payroll distribution requires adjustment. |
Assignment |
R |
Employee's personnel number |
Begin Date |
R |
Start date of the adjustment. |
End Date |
R |
End date of the adjustment. |
Currency |
R |
System generated "USD." NOTE: If no charges are processed for the period input in the beginning and end date fields or if the schedule lines are currently in use, an error message appears stating that the List of Values (LOV) contains no entry and the currency filed will not populate. |
Adjust By Region |
R |
The Assignment radio button allows you to adjust the total charges by assignment. The Element radio button allows you to adjust the total charges by element. |
Field Name |
Required (R) or Optional (O) |
Description |
Project |
R |
Adjusted project number. |
Task |
R |
Adjusted task number. |
Award |
R |
Adjusted award number. |
Expenditure Organization |
R |
Adjusted expenditure’s organization number and name. |
Expenditure Type |
R |
Adjusted payroll expenditure type. |
[ ] |
O |
SUNY COA |
Amount |
O |
Adjusted number of dollars assigned to this PTAEO. |
% |
O |
Adjusted salary amount to be charged to this PTAEO.. |
Field Name |
Required (R) or Optional (O) |
Description |
Batch Name |
R |
Name for the adjustment. Use the campus number, the initials of the person submitting the batch, the name of the person the distribution adjustment is for, and the assignment number. For example: 650ABCSmith1234 Remember the name that you create. You will use it in a later step. |
GL Override Date |
— |
This field is NOT used by the RF |
Comments |
R |
System generated message appears. Additional information describing the reason for adjustment can be added to the field. |
Note: An em dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.