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FRS TO PEOPLESOFT CONVERSION CROSSWALKS

FRS Account to PeopleSoft Department

FRS Accounts are now called PeopleSoft Departments.  For most departments, the first two digits of the Peoplesoft Department reflect the SU school or department coding, the third digit of the Department tells whether it is an Unrestricted (1), Temporarily Restricted (2), Endowment operating restricted (3), Endowment (4) or Trust (5) and the last three digits of the PeopleSoft Department = the last three digits of the FRS Account. 

A user could use the following on-line navigation to determine the new PeopleSoft Department value.

SU Customizations  à  Crosswalks  à  FRS Accts to PS Dept

Enter the Set ID: “SUFND” (for the Foundation)

Enter your current FRS Account number above and select

The following page appears:

With PeopleSoft, certain chartfields (e.g., department) must be populated.  These include Program and Fund.  Each PeopleSoft department will have only one valid department/fund/program combination.  This valid combination was built during implementation.  If an invalid combination is entered, the system will reject the transaction until the correct information is input. 

To assist users, especially those who are entering purchase orders and vouchers and for the sake of keypunch efficiency and effectiveness, we are using Speedtype Keys.  Speedtypes are also built using the same aforementioned valid combination.  When a user enters a Speedtype into PeopleSoft, the system automatically completes the Department, Fund and Program chartfields.  Your Speedtype is the same as your People Soft Department ID.

FRS Subcode to PeopleSoft Account

FRS Subcodes are now called PeopleSoft Accounts.  FRS Subcodes were 4-digit values, whereas PeopleSoft Accounts are 6-digit values.  For the most part, you will only be using expenses, and they begin with a “5” for the PeopleSoft Account. 

Navigation:

SU Customizations  à  Crosswalks  à  FRS Subcode to PS Account

 

Enter the Set ID: “SUFND” (for the Foundation)

Enter an FRS Subcode above and select

Note: Certain FRS subcode values may have been used for both SL (Sub-Ledger accounts where revenues and expenses are recorded) and GL (General Ledger accounts where cash and fund balance is recorded).  That is why the GLSL Indicator is on the above page.

The following page appears:

 

 

TIP:

You can open multiple windows within PeopleSoft by selecting the New Window link above.

Until you become familiar with the new PeopleSoft Chart of Accounts, you may want to have the SU Customizations à Crosswalks page open as an additional window while you are in PeopleSoft.  This will enable you to quickly check any chart of accounts’ conversions on-line.

 


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