Reviewing PeopleSoft for Invoice Payment

1. To access your Telecommunications Invoice, go to the Telecommunications home page and click on the Telecom Invoice link.
2. The invoice will have a Journal ID number that was used when processing charges for the following service types:
   Account Codes:
   

   Service	Account Code
   Line Service	722100
   Toll (Long Distance)	722150
   Installation / Repair	722120

3. There are two ways in PeopleSoft to view the Journal ID number used when payment was collected. The first way is to navigate through the following Query: UF_GL_CNS_ID_TRANSACTIONS. The second way is to navigate through the General Ledger. Instructions for both methods follow.
4. To use the Query Method, follow these navigation steps in PeopleSoft:
   1. Navigate to PeopleSoft.
   2. Select Financials People Tools.
   3. Select Reporting Tools.
   4. Select Query.
   5. Select Query Viewer.
   6. Search By: Query Name (begins with: UF_GL_CNS_ID_TRANSACTIONS).
   7. SetID: UFLOR.
   8. From Date: 1st of the current month.
   9. To Date: Today's date.
   10. Department Your Department ID.
   The output will show the ChartFields and amounts that were used per service, and the invoice number that corresponds with that Journal ID.
5. Using the General Ledger Method, follow these navigational steps in PeopleSoft:
   1. Navigate to General Ledger.
   2. Select Journals.
   3. Select Journal Entry.
   4. Select Create Journal Entries.
   5. Select the Find an Existing ValueTab.
   6. The Business Unit is UFLOR
   7. The Journal ID number is the Journal ID from the invoice.
   8. All other fields need to be blank.
   Select the Lines tab on the Journal ID and this output will show all of the departments that were processed on this Journal ID. To view all of the lines first look to see the total number of lines. Type this number in the line box and click the yellow double arrow box to the right. Sort by DeptID and find the line with your department’s id. This output will only show the ChartFields and amounts by service.
6. If the invoice does not have a Journal ID number beside each service then this indicates that we did not receive payment. This will most likely be due to not having a valid ChartField string for the customer number and/or service. Please navigate to the MyUF Market and fill out the Internal Service Provider (ISP) form for CNS- Telecommunications for each service. Please call the UFIT Telecommunications Billing staff at 273-1318 for any assistance.

These are just a few helpful notes that we use when assisting customers. These are not official PeopleSoft instructions.