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Inter/IntraUnit Transaction Detail Report (IUR005)
  • 02 Jul 2024
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Inter/IntraUnit Transaction Detail Report (IUR005)

  • Updated on 02 Jul 2024
  • 1 Minute to read
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Article summary

Report Description

The Inter/IntraUnit Transaction Detail Report allows agencies to view all pending and posted Inter/IntraUnit (IU) transactions associated with their Business Unit in Florida PALM. This report can be used for analysis and contains detailed information related to IU transactions.  

Report Navigation: Main Menu > Reporting Tools > Query Viewer

Query Name: TBD

Click below to view the sample report layout.

IUR005_Inter-IntraUnit_Transaction_Detail_Report_Financials.xlsx

Business Roles

The following business roles have access to this report:

  • IU Reporter

Business Process Models

This report can be found in the following business processes:

  • 100.7.3 Process Redistributions
  • 110.1.1 Create and Maintain IU Encumbrances
  • 110.1.2 Monitor IU Encumbrances
  • 110.2.1 Create and Maintain IU Accruals
  • 110.2.2 Monitor IU Accruals
  • 110.3.1 Agency Record Inter/IntraUnit Transactions
  • 110.3.2 Enterprise Record Inter/IntraUnit Transactions
  • 110.3.3 Process GR Service Charge
  • 110.3.4 Manage Trust Fund Loans
  • 110.3.5 Inter/IntraUnit Reclassifications
  • 110.4.1 Inter/IntraUnit Period Close
  • 110.4.2 Inter/IntraUnit Carry Forward Process

Selection Criteria

The report data can be filtered by the following selection criteria:

Data Field

Data Field Details

Sending BU

Optional

Receiving BU

Optional

GL Business Unit

Optional

Inter vs Intra

Optional

Accounting Date

Required

IU Transaction ID

Optional

IU Transaction Type

Optional

IU Transaction Subtype

Optional

Total Amount

Optional

IU Transaction Status

Optional

Sending Agency Approval Status

Optional

Receiving Agency Approval Status

Optional

BFR Approval Status

Optional

Auditing Approval Status

Optional

Sending Budget/Cash Header Status

Optional

Receiving Budget/Cash Header Status

Optional

Organization

Optional

Account

Optional

Fund

Optional

Budget Entity

Optional

Category

Optional

State Program

Optional

Agency Invoice Number

Optional

Employee ID

Optional

Position

Optional

Journal Line Ref

Optional

Report Layout

The layout of the report is listed below. 

Data Field

Florida PALM RECORD.FIELD Mapping

IU Transaction ID

PS_FLP_IU_TRANS_HDR.TBD

Transaction Type

PS_FLP_IU_TRANS_HDR.TBD

Subtype

PS_FLP_IU_TRANS_HDR.TBD

Initiating Side

PS_FLP_IU_TRANS_HDR.TBD

Sending BU

PS_FLP_IU_TRANS_HDR.TBD

Receiving BU

PS_FLP_IU_TRANS_HDR.TBD

Receiving Fund

PS_FLP_IU_TRANS_HDR.TBD

Accounting Date

PS_FLP_IU_TRANS_HDR.TBD

Total Amount

PS_FLP_IU_TRANS_HDR.TBD

IU ID Reference

PS_FLP_IU_TRANS_HDR.TBD

Agency Invoice No

PS_FLP_IU_TRANS_HDR.TBD

IU Encumbrance ID

PS_FLP_IU_TRANS_HDR.TBD

Encumbrance Approval

PS_FLP_IU_TRANS_HDR.TBD

Final Payment Flag

PS_FLP_IU_TRANS_HDR.TBD

IU Accrual ID

PS_FLP_IU_TRANS_HDR.TBD

Sending Description

PS_FLP_IU_TRANS_HDR.TBD

Sending External Reference

PS_FLP_IU_TRANS_HDR.TBD

Receiving Description

PS_FLP_IU_TRANS_HDR.TBD

Receiving External Reference

PS_FLP_IU_TRANS_HDR.TBD

Inter vs. Intra

PS_FLP_IU_TRANS_HDR.TBD

IU Status

PS_FLP_IU_TRANS_HDR.TBD

Sending Approval Status

PS_FLP_IU_TRANS_HDR.TBD

Receiving Approval Status

PS_FLP_IU_TRANS_HDR.TBD

BFR Approval Status

PS_FLP_IU_TRANS_HDR.TBD

Auditing Approval Status

PS_FLP_IU_TRANS_HDR.TBD

Sending Budget/Cash Check Status

PS_FLP_IU_TRANS_HDR.TBD

Receiving Budget/Cash Check Status

PS_FLP_IU_TRANS_HDR.TBD

Sending Source

PS_FLP_IU_TRANS_HDR.TBD

Receiving Source

PS_FLP_IU_TRANS_HDR.TBD

Entered Date

PS_FLP_IU_TRANS_HDR.TBD

Submitted Date

PS_FLP_IU_TRANS_HDR.TBD

Sending Created User ID

PS_FLP_IU_TRANS_HDR.TBD

Receiving Created User ID

PS_FLP_IU_TRANS_HDR.TBD

Sending/Receiving Flag

PS_FLP_IU_TRANS_DTL.TBD

Distribution Sequence No.

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

SpeedKey

PS_FLP_IU_TRANS_DTL.SPEEDCHART_KEY

PS_FLP_IU_ENBR_DTL.SPEEDCHART_KEY

GL Business Unit

PS_FLP_IU_TRANS_DTL.BUSINESS_UNIT_GL

PS_FLP_IU_ENBR_DTL.BUSINESS_UNIT_GL

Organization

PS_FLP_IU_TRANS_DTL.DEPTID

PS_FLP_IU_ENBR_DTL.DEPTID

Account

PS_FLP_IU_TRANS_DTL.ACCOUNT

PS_FLP_IU_ENBR_DTL.ACCOUNT

Fund

PS_FLP_IU_TRANS_DTL.FUND_CODE

PS_FLP_IU_ENBR_DTL.FUND_CODE

Budget Entity

PS_FLP_IU_TRANS_DTL.BUDGET_REF

PS_FLP_IU_ENBR_DTL.BUDGET_REF

Category

PS_FLP_IU_TRANS_DTL.PRODUCT

PS_FLP_IU_ENBR_DTL.PRODUCT

State Program

PS_FLP_IU_TRANS_DTL.CHARTFIELD1 

PS_FLP_IU_ENBR_DTL.CHARTFIELD1

Grant

PS_FLP_IU_TRANS_DTL.CHARTFIELD2

PS_FLP_IU_ENBR_DTL.CHARTFIELD2

Contract

PS_FLP_IU_TRANS_DTL.CHARTFIELD3

PS_FLP_IU_ENBR_DTL.CHARTFIELD3

OA1

PS_FLP_IU_TRANS_DTL.PROGRAM_CODE

PS_FLP_IU_ENBR_DTL.PROGRAM_CODE

OA2

PS_FLP_IU_TRANS_DTL.CLASS_FLD

PS_FLP_IU_ENBR_DTL.CLASS_FLD

PC BU

PS_FLP_IU_TRANS_DTL.BUSINESS_UNIT_PC

PS_FLP_IU_ENBR_DTL.BUSINESS_UNIT_PC

Project

PS_FLP_IU_TRANS_DTL.PROJECT_ID

PS_FLP_IU_ENBR_DTL.PROJECT_ID

Activity

PS_FLP_IU_TRANS_DTL.ACTIVITY_ID

PS_FLP_IU_ENBR_DTL.ACTIVITY_ID

PC Source Type

PS_FLP_IU_TRANS_DTL.RESOURCE_TYPE

PS_FLP_IU_ENBR_DTL.RESOURCE_TYPE

PC Category

PS_FLP_IU_TRANS_DTL.RESOURCE_CATEGORY

PS_FLP_IU_ENBR_DTL.RESOURCE_CATEGORY

PC Subcategory

PS_FLP_IU_TRANS_DTL.RESOURCE_SUB_CAT

PS_FLP_IU_ENBR_DTL.RESOURCE_SUB_CAT

Asset ID

PS_FLP_IU_TRANS_DTL.TBD

Employee ID

PS_FLP_IU_TRANS_DTL.TBD

Position

PS_FLP_IU_TRANS_DTL.TBD

Line Description

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

System Defined

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Accounting Date

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Budget Line Status

PS_FLP_IU_TRANS_DTL.TBD

Cash Line Status

PS_FLP_IU_TRANS_DTL.TBD

Budget Date

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Monetary Amount

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Edit Error Flag

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Accounting Period

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Fiscal Year

PS_FLP_IU_TRANS_DTL.TBD

Journal ID

PS_FLP_IU_TRANS_DTL.TBD

Journal Date

PS_FLP_IU_TRANS_DTL.TBD

Journal Line

PS_FLP_IU_TRANS_DTL.TBD

Journal Line Reference

PS_FLP_IU_TRANS_DTL.TBD

Created Date/Time

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Created By

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Last Modified Date/Time

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Last Modified By

PS_FLP_IU_TRANS_DTL.TBD

PS_FLP_IU_ENBR_DTL.TBD

Version History

Date

Revision Description

06/11/2024

Original Version

07/02/2024Removed 110.4.3 Inter/IntraUnit Certified Forward Process business process model.



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