Tracking Accounting Transactions
Contact: Ashley Hilyer
Email: Ashley.Hilyer@ucf.edu
Phone: (407) 823-4578
Updated: May 2, 2014
- Go to DataMart Encumbrance Data – http://fadm.ucf.edu/dm-Encumb.cfm?awbxcydz=998877665544332211
- In the first line (Field Name column) leave as is (Department/Project)
- In the second column (Operator) select “Begins With” from the drop down menu
- In the third column (Value) enter first four digits of your department
- Select “Run Query” in the lower left corner
- Select “X” to export data to Excel
Tracking budget transactions-
- Go to DataMart Budget Data – http://fadm.ucf.edu/dm-budget.cfm?awbxcydz=998877665544332211
- In the first line (Field Name column) leave as is (Department/Project)
- In the second column (Operator) select “Begins With” from the drop down menu
- In the third column (Value) enter first four digits of your department
- Select “Run Query” in the lower left corner
- Select “X” to export data to Excel
You can view the totals by selecting the ‘View Total Amount’ on the upper right corner of the DataMart Query Results screen report.
Tracking open purchase orders-
- Login into People Soft à Staff Applications à UCF Financials
- Go to https://fin.net.ucf.edu/psc/fiprod_2/EMPLOYEE/ERP/q/?ICAction=ICQryNameExcelURL=PUBLIC.FXPO_PO_OPEN_ENC
- Enter your department information in the “OR Dept Like %” as 24XX% (the XX will be your department’s two digit unit number.
05-02-14