Pre-Posting Allocation Tool (PAT) – DoIT number not in selection list

When using the Pre-Posting Allocation Tool, a DoIT number will not show in the authorized list with transactions or the selection drop down list if there are no invoice(s) associated with them.

pat_doit_01.png

If you have clicked the "Show All Authorized DoIT Numbers With Transactions", and there are no invoice(s), you will see an empty invoice summary grid as shown below.

pat_doit_02.png

Solution

A blank invoice summary grid will be retuned in several situations:

Transactions locked and posted to SFS

Transactions are locked and submitted to SFS on the 15th and 5th of every month. Transactions which have been posted to SFS will no longer appear in PAT. For more information about this, see: http://bussvc.wisc.edu/shopuw/pat/PATFAQ.html.

No invoices associated with specific DoIT number

You will not be able to enter a specific DoIT number. If there are invoices to show, and you are authorized for the UDDS, the DoIT number will be in the drop down list for you to select. Clicking on any of the 3 buttons will not result in any action, because there are no invoices for you to view.

Transactions not posted due to recent purchase

If you have made the purchase very recently or the items ordered are on backorder, you may not have been invoiced for these purchased and the transactions would not appear in PAT.

If you still believe you should see an invoice

Verify that you are authorized to view charges on the UDDS associated with the DoIT number. Go to the DoIT number entry page https://www.doit.wisc.edu/about/billing/doitnumber/, click View, enter the DoIT Number, and click Find. Send an e-mail to billing@doit.wisc.edu and include your NetID and UDDS.

More Information

See all Pre-Posting Tool documents in the Knowledge Base.




Keywords:division of information technology doit invoices preposting allocation tool allocating split funding strings departments billing multiple groups sfs shared financial system wisdm no invoices empty summary grid numbers   Doc ID:17757
Owner:BETH Z.Group:DoIT Help Desk
Created:2011-03-30 19:00 CDTUpdated:2015-10-23 12:22 CDT
Sites:DoIT Help Desk
Feedback:  1   1