| Accounts Payable (AP) / Accounts Receivable Terms |
| Accounts Payable (AP) |
The FMS module used to process, manage, and analyze BGSU's payments to other business, service, and government entities.
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| Accounts Receivable (AR) |
The FMS module used to process, manage, and analyze payments owed to BGSU by individuals, business, service, and government
entitles.
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| Voucher |
A document which acknowledges a BGSU department or student organization has a liability or provides authorization to pay a
debt to a business entity, vendor, individual, or government agency.
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| Asset Management Terms |
| Asset Management (AM) |
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The FMS module used to add, maintain, and analyze BGSU's leased or purchased assets.
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| Chartfield Terms |
| Business Unit |
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A required 5-character code that collects all transactions relating to one federal tax identification number. FMS will use
the business unit, BGSUN.
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| Account Type |
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A 1-character code that describes the type of transaction (for example, asset, expense, revenue, liability, or equity).
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| Account |
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A 5-digit code that further identifies the nature of the transaction. The first digit identifies the account type (for example:
revenue account - instructional fee; expense account - postage).
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| Revenue Class |
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A 3-digit code that provides additional detail about the revenue transaction (for example: undergraduate, graduate, to further
clarify instructional fee).
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| Fund |
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A 5-digit code that identifies the funding source of a financial transaction (for example: Educational, General).
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| Department Cost Center |
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A 6-digit code that identifies the spending authority for financial transactions grouped by a fiscal year period (for example:
Information Technology Services, Chemistry Department Operating).
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| Program |
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A 4-digit code that further defines the activities within the Department Cost Center (for example: Art Department - Ceramics
or Painting).
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| Project/Grant |
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An 8- or 14- digit code that allows financial transactions to be grouped by multi-year periods. An 8-digit code represents
Projects, and a 14-digit code represents Grants (for example: Sebo Athletic Center, Upward Bound). For easy identification, project-related codes will begin with the numeral
"9".
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| Commitment Control Terms |
| Commitment Control (CC) |
The FMS module that enables BGSU to control expenditures against predefined, authorized budgets. This feature ensures that
budget commitments are kept.
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| General Ledger Terms |
| Chart of Accounts (COA) |
A listing of all accounts in BGSU's General Ledger. It provides the structure for the budgeting, recording, and reporting
of all of BGSU's financial transactions.
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| General Ledger (GL) |
The FMS module that acts as BGSU's central financial center which contains accounting, budgeting, financial analysis, and
reporting features.
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| Journal Date |
The day, month, and year that a journal or journal entry was entered into and becomes active in FMS.
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| Journal Entry |
An accounting entry in FMS that tracks BGSU's business events and/or financial transactions.
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| Journal Header |
A feature in the journal entry component of the General Ledger that contains information that uniquely identifies the Journal
Entry, the Business Unit, Journal ID, and Journal Date.
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| Journal ID |
A unique identifier of each journal entry entered into the General Ledger.
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| Journal Line |
A record of the monetary amounts and cost center values associated with each individual journal entry entered into the General
Ledger.
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| Navigation Terms |
| Add to Favorites |
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A content reference link that permits users to add a transaction page to their "Favorites" list for quick access to favorite
or most frequently visited pages. Once a user adds a page to their "Favorites" list, it appears under the My Favorites content
reference link in the menu pagelet.
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| Browser |
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A program that interprets code files posted on the Web, formats them, and then displays them as a Web page to a user. Some
common browsers are Internet Explorer and Netscape.
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| Component |
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A group of related pages related to each other that reference a particular task. Each component consists of folder tabs with
each tab displaying a related page. Components can be accessed from the menu pagelet or navigation page.
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| Content References |
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Links in the menu pagelet that reference and access the URL/Web address for a transaction page.
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| Link |
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Underlined text that users select to move to another page within a component or to move to another location within the FMS
application.
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| Menu Pagelet |
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The navigation structure used in PeopleSoft, located on the left hand side of the browser window. Contains content reference
links, displayed in a hierarchical format. The items available on the menu are determined by a user's PeopleSoft security
access.
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| Navigation Page |
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An alternative to a menu pagelet, located toward the right hand side of the user's browser window. Uses graphical interfaces
and icons (folders) to make navigating through a particular application even easier by displaying several layers of the hierarchy
at once. A navigation page is displayed after the user selects a content reference link from the menu pagelet.
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| Page |
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One specific Web document that makes up a Web site. Refers to the page the user is on, that is, the particular document,
or to a specific page such as the home page or start page.
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| Sign Out |
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A link in the Universal Navigation Header that permits users to sign out/log out of FMS and return to the Sign-In page.
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| URL |
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Stands for Uniform Resource Locator, which is the Web address of pages, documents, and other resources on the Web.
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| Universal Navigation Header |
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Located at the top of each FMS application page. Contains links to Home, Worklist, and Add to Favorites.
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| Web |
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Abbreviation for World Wide Web
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| Worklist |
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A summary of all work items assigned to a user. Provides links that allow the user to view details about the work; perform
the indicated work; and reassign work items.
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| World Wide Web |
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The graphic system of navigating through the Internet using hyperlinks. Documents are formatted using a special code known
as Hypertext Markup Language (HTML). These documents are then posted on the Internet through central computer systems known
as Web servers that also use a special code known as the Hypertext Transfer Protocol (HTTP) to deliver the Web pages.
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| Purchasing Terms |
| Procurement Card |
Referred to as a "P" card, procurement cards are used by authorized BGSU employees to purchase supplies within a certain dollar
range.
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| Purchase Order |
A document detailing an approved purchase by an authorized BGSU employee.
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| Purchasing (PO) |
The FMS module used to manage, maintain, and analyze BGSU's purchasing activity.
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| Quote |
A document sent to vendors by an authorized BGSU employee requesting the details about a product and specifically its price.
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| Requisition |
A document from a BGSU employee requesting official authorization to make a purchase using university funds.
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| Security Administration Terms |
| Permission List |
The building blocks of system security typically created before roles and user profiles. A permission list may contain any number of permissions, such
as sign-on times, menu permissions, page permissions, and interface permissions.
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| Role |
A PeopleSoft system security feature which enables a PeopleSoft user to have one or more permission lists allocated to his or her unique user
I.D.
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| User ID
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A unique identifier for each individual PeopleSoft user, which typically includes a combination of characters, known only
by the user themselves. PeopleSoft user ID's will be the same as the individual's BGSU user name.
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| User Preferences |
A PeopleSoft application security feature used to restrict the ways PeopleSoft users can interact with specific types of application data.
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| User Profile |
A PeopleSoft system security feature which represents one PeopleSoft user and specifies a number of user attributes, including
one or more assigned roles.
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| Miscellaneous |
| Chartfield |
Component that makes up BGSU's Chart of Accounts (COA). Each chartfield provides information related to a transaction.
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| Grants Management (GM) |
The FMS module used to plan, manage, and track BGSU's complete grant life cycle, from the grant proposal to the grant award.
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| Notification |
The association with a workflow process which enables PeopleSoft users to create and send urgent messages and updates to FMS
users through worklists and/or e-mails.
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