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Inter/IntraUnit Transaction Detail Report (IUR005)
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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: Reporting Tools > Query Viewer
Query Name: TBD
Click below to view the sample report layout.
Business Roles
The following business roles have access to this report:
Business Process Models
This report can be found in the following business processes:
- 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances
- 110.1.2 Monitor Inter/IntraUnit Encumbrances
- 110.2.1 Create and Maintain Inter/IntraUnit Accruals
- 110.2.2 Monitor Inter/IntraUnit 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
- 100.7.3 Process Redistributions
Selection Criteria
The report data can be filtered by the following selection criteria:
Data Field | Data Feild Details |
---|---|
Sending BU | Optional |
Receiving BU | 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 |
Agency Invoice Number | Optional |
Sending External Reference | Optional |
Receiving External Reference | 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 |
GL Business Unit | Optional |
Organization | Optional |
Account | Optional |
Fund | Optional |
Budget Entity | Optional |
Category | Optional |
State Program | Optional |
Budget/Cash Line Status | Optional |
Budget Date | Required |
Employee ID (Payroll only) | Optional |
Position (Payroll only) | Optional |
Journal Line Ref | Optional |
Journal ID | Optional |
Report Layout
The layout of the report is listed below.
Data Field | Florida PALM RECORD.FIELD Mapping |
---|---|
IU Transaction ID | FLP_IU_TRNS_HDR.TRANSACTION_NBR |
Transaction Type | FLP_IU_TRNS_HDR.FLP_IU_TRANS_TYPE |
Subtype | FLP_IU_TRNS_HDR.FLP_TRANS_SUBTYPE |
Initiating Side | FLP_IU_TRNS_HDR.FLP_IU_INIT_SIDE |
Sending BU | FLP_IU_TRNS_HDR.FLP_IU_SNDBUS_UNIT |
Receiving BU | FLP_IU_TRNS_HDR.FLP_IU_RCVBUS_UNIT |
Receiving Fund | FLP_IU_TRNS_HDR.FUND |
Accounting Date | FLP_IU_TRNS_HDR.TRANS_DATE |
Total Amount | FLP_IU_TRNS_HDR.FLP_IUTOTAL_AMOUNT |
Agency Invoice No | FLP_IU_TRNS_HDR.FLP_IU_AGNCY_INVCN |
IU ID Reference | FLP_IU_TRNS_HDR.FLP_IU_REFRNC_ID |
IU Encumbrance ID Reference | FLP_IU_TRNS_HDR.FLP_IU_ENCUMB_ID |
Final Payment Flag | FLP_IU_TRNS_HDR.FLP_IU_FNL_PYMNT |
IU Accrual ID Reference | FLP_IU_TRNS_HDR.FLP_IU_ACRL_ID |
Sending Description | FLP_IU_TRNS_HDR. FLP_IU_SEND_DESCR |
Sending External Reference | FLP_IU_TRNS_HDR. FLP_IU_SEND_EXTREF |
Receiving Description | FLP_IU_TRNS_HDR. FLP_IU_RECV_DESCR |
Receiving External Reference | FLP_IU_TRNS_HDR. FLP_IU_RECV_EXTREF |
Inter vs. Intra | FLP_IU_TRNS_HDR.FLP_IU_INTVINTRA |
IU Status | FLP_IU_TRNS_HDR.FLP_IU_STATUS |
Sending Approval Status | FLP_IU_TRNS_HDR.FLP_IU_SND_APVLSTA |
Sending Approver | EOAW Records |
Sending Approval Date/Time | EOAW Records |
Receiving Approval Status | FLP_IU_TRNS_HDR.FLP_IU_RCV_APVLSTA |
Receiving Approver | EOAW Records |
Receiving Approval Date/Time | EOAW Records |
BFR Approval Status | FLP_IU_TRNS_HDR.FLP_IU_BFR_APVLSTA
|
Auditing Approval Status | FLP_IU_TRNS_HDR.FLP_IU_AA_APVLSTA |
Sending Budget/Cash Check Status | FLP_IU_TRNS_HDR.FLP_IU_SNDBDG_STAT FLP_IU_TRNS_HDR.BUDGET_HDR_STATUS |
Receiving Budget/Cash Check Status | FLP_IU_TRNS_HDR.FLP_IU_RCVBDG_STAT |
Sending Source | FLP_IU_TRNS_HDR. FLP_IU_SEND_SOURCE |
Receiving Source | FLP_IU_TRNS_HDR. FLP_IU_RECV_SOURCE |
Entered Date | FLP_IU_TRNS_HDR.ENTERED_DTTM |
Submitted Date | FLP_IU_TRNS_HDR.SUBMIT_DT |
Sending Created User ID | FLP_IU_TRNS_HDR. FLP_IU_SEND_USERID |
Receiving Created User ID | FLP_IU_TRNS_HDR. FLP_IU_RECV_USERID |
Sending/Receiving Flag | FLP_IU_TRNS_DTL.FLP_IU_SIDE |
Distribution Sequence No. | FLP_IU_TRNS_DTL.SEQNBR FLP_IU_ENBR_DTL.SEQNBR |
System Defined | FLP_IU_TRNS_DTL.SYSTEM_DEFINED FLP_IU_ENBR_DTL.SYSTEM_DEFINED |
SpeedKey | FLP_IU_TRNS_DTL.SPEEDCHART_KEY FLP_IU_ENBR_DTL.SPEEDCHART_KEY |
GL Business Unit | FLP_IU_TRNS_DTL.BUSINESS_UNIT_GL FLP_IU_ENBR_DTL.BUSINESS_UNIT_GL |
Organization | FLP_IU_TRNS_DTL.DEPTID FLP_IU_ENBR_DTL.DEPTID |
Account | FLP_IU_TRNS_DTL.ACCOUNT FLP_IU_ENBR_DTL.ACCOUNT |
Fund | FLP_IU_TRNS_DTL.FUND_CODE FLP_IU_ENBR_DTL.FUND_CODE |
Budget Entity | FLP_IU_TRNS_DTL.BUDGET_REF FLP_IU_ENBR_DTL.BUDGET_REF |
Category | FLP_IU_TRNS_DTL.PRODUCT FLP_IU_ENBR_DTL.PRODUCT |
State Program | FLP_IU_TRNS_DTL.CHARTFIELD1 FLP_IU_ENBR_DTL.CHARTFIELD1 |
Grant | FLP_IU_TRNS_DTL.CHARTFIELD2 FLP_IU_ENBR_DTL.CHARTFIELD2 |
Contract | FLP_IU_TRNS_DTL.CHARTFIELD3 FLP_IU_ENBR_DTL.CHARTFIELD3 |
OA1 | FLP_IU_TRNS_DTL.PROGRAM_CODE FLP_IU_ENBR_DTL.PROGRAM_CODE |
OA2 | FLP_IU_TRNS_DTL.CLASS_FLD FLP_IU_ENBR_DTL.CLASS_FLD |
PC BU | FLP_IU_TRNS_DTL.BUSINESS_UNIT_PC FLP_IU_ENBR_DTL.BUSINESS_UNIT_PC |
Project | FLP_IU_TRNS_DTL.PROJECT_ID FLP_IU_ENBR_DTL.PROJECT_ID |
Activity | FLP_IU_TRNS_DTL.ACTIVITY_ID FLP_IU_ENBR_DTL.ACTIVITY_ID |
PC Source Type | FLP_IU_TRNS_DTL.RESOURCE_TYPE FLP_IU_ENBR_DTL.RESOURCE_TYPE |
PC Category | FLP_IU_TRNS_DTL.RESOURCE_CATEGORY FLP_IU_ENBR_DTL.RESOURCE_CATEGORY |
PC Subcategory | FLP_IU_TRNS_DTL.RESOURCE_SUB_CAT FLP_IU_ENBR_DTL.RESOURCE_SUB_CAT |
Asset ID | FLP_IU_TRNS_DTL.ASSET_ID |
Employee ID | FLP_IU_TRNS_DTL.EMPLID |
Position No | FLP_IU_TRNS_DTL.POSITION_NBR |
IU Encumbrance ID | FLP_IU_TRNS_DTL.FLP_IU_ENCUMB_ID |
Encumbrance Reference Line No | FLP_IU_TRNS_DTL.SEQ_NUM |
IU Accrual ID | FLP_IU_TRNS_DTL.FLP_IU_ACRL_ID |
Accrual Reference Line No | FLP_IU_TRNS_DTL.SEQ_NUMBER |
Affiliate | FLP_IU_TRNS_DTL.AFFILIATE |
Fund Affiliate | FLP_IU_TRNS_DTL.FUND_AFFILIATE |
IU Line Description | FLP_IU_TRNS_DTL.DESCR100 FLP_IU_ENBR_DTL.DESCR100 |
Accounting Date | FLP_IU_TRNS_DTL.TRANS_DT FLP_IU_ENBR_DTL.TRANS_DT |
Budget/Cash Line Status | FLP_IU_TRNS_DTL.BUDGET_LINE_STATUS FLP_IU_ENBR_DTL.FLP_IU_BUDLINE_ST |
Budget Date | FLP_IU_TRNS_DTL.BUDGET_DT FLP_IU_ENBR_DTL.BUDGET_DT |
Monetary Amount | FLP_IU_TRNS_DTL.BUDGET_DT FLP_IU_ENBR_DTL.BUDGET_DT |
Combo Edit Error | FLP_IU_TRNS_DTL.COMBO_VALID_FLG FLP_IU_ENBR_DTL.COMBO_VALID_FLG |
ChartField Edit Error FlagEdit Status | FLP_IU_TRNS_DTL.CF_EDIT_STATUS FLP_IU_ENBR_DTL.CF_EDIT_STATUS |
Created Date/Time | FLP_IU_TRNS_DTL.CREATEDDTTM FLP_IU_ENBR_DTL.CREATED_DTTM |
Created By | FLP_IU_TRNS_DTL.CREATED_BY FLP_IU_ENBR_DTL.CREATED_BY |
Last Modified Date/Time | FLP_IU_TRNS_DTL.LASTUPDT_DTTM FLP_IU_ENBR_DTL.LASTUPDDTTM |
Last Modified By | FLP_IU_TRNS_DTL.LASTUPDOPRID FLP_IU_ENBR_DTL.LASTUPDOPRID |
GL Distribution Status | FLP_IU_TRNS_DTL.GL_DISTRIB_STATUS |
Accounting Period | FLP_IU_TRNS_DTL.ACCOUNTING_PERIOD |
Fiscal Year | FLP_IU_TRNS_DTL.FISCAL_YEAR |
Journal ID | FLP_IU_TRNS_DTL.JOURNAL_ID |
Journal Date | FLP_IU_TRNS_DTL.JOURNAL_DATE |
Journal Line No. | FLP_IU_TRNS_DTL.JOURNAL_LINE |
Journal Line Description | FLP_IU_TRNS_DTL.LINE_DESCR FLP_IU_ENBR_DTL.LINE_DESCR |
Journal Line Reference | FLP_IU_TRNS_DTL.JRNL_LN_REF |
PC Distribution StatusCreated Date/Time | FLP_IU_TRNS_DTL.PC_DISTRIB_STATUS FLP_IU_ENBR_DTL.PC_DISTRIB_STATUS |
Version History
Date | Revision Description |
---|---|
06/11/2024 | Original Version |
07/02/2024 | Removed 110.4.3 Inter/IntraUnit Certified Forward Process business process model. |
01/09/2025 | DD ID 0821 and 0879 design changes: • Updated layout to include additional workflow details • Updated criteria and layout due to IU record structure updates • Removed 110.4.3 BPM |