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EGL: FAQ - How to Setup And What To Expect With Inter/Intraunit Processing. (Doc ID 757734.1)

Last updated on JANUARY 03, 2020

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.

Purpose

The purpose of this document is to provide some answers to frequently asked questions related to the centralized interunit processor.

QUESTION #1
If I check the "IntraUnit Balancing Entries" check box and check the Department, Fund Code, Program Code and Project check boxes will this require me to setup the "Intraunit Template" for each SETID (business unit)?

QUESTION #2
What transactions (and if performed in a subsystem, where) will the "IntraUnit Balancing Entries" be made?

QUESTION #3
Can you tell me where/how you would create intraunit entries to the Student or HR journals?

QUESTION #4
Can you tell me if allocation journals would create the offset when the edit is run?

QUESTION #5
Can you tell me if I do a journal upload  if the intraunit process will create the balancing entries when I edit the journals?

QUESTIION #6
Is there any way to have the intercompany journal lines inherit chartfields when intraunit is not setup on the ledger group?

QUESTION #7
Is there any way to get the journal to balance by each individual entry line in the journal for intraunit instead of having the intraunit lines created based on the intraunit balance chartfield values in the anchor(1st line of the journal)?

QUESTION #8
Can we have intraunit balancing work without populating interunit affiliate or without having interunit transactions created in the transaction?

QUESTION #9
What is the proper setup to permit Accounts Payable to inherit the original balancing chartfield  on the Accounting Entry Type(from the accounting entry template) balancing line for the transaction and thereby the inter/intraunit system balancing lines instead of populating it with a default value?


QUESTION #10
Do we need to have a separate Accounts Payable transaction code / system transaction mapping to make Accounts Payable inherit properly?

QUESTION #11

If the method selected for interunit in installation options is direct and the transfer from and transfer to Asset Management Business Units are mapping to different General Ledger Business Units, do we still need the InterUnit Pairs defined for the Business units used in the transfer?

QUESTION #12

Within the General Ledger Ledger Group component on the Balancing tab, there is a check box called IntraUnit Balancing Entries. Is this strictly used from IntraUnit Transfers and not for InterUnit Transfers?

 

QUESTION #13

Can we create a journal with one business unit(header business unit) and just put the debit entries for one line for a different line business unit and have the system automatically create the balancing line against the header business unit?

QUESTION # 14

Please provide sample examples to understand inter-unit, intra-unit, inter-entity & intra-entity processing.

QUESTION # 15

Please provide sample examples to set up inter-unit processing with Pairs method.

QUESTION # 16

Can there be interunit transaction between business units that have different calendar i.e. different Fiscal year & Accounting period on the same journal date ?

 

Questions and Answers

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In this Document
Purpose
Questions and Answers
References

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