HR-Finance BOS Expense UniverseQuick Reference GuideEDW – HRFIN –Expenses

Who should use this universe?

  • Business Managers
  • Fiscal officers
  • Anyone interested in University expenditure transactions

What types of business questions can I answer using this universe?

  • Who am I paying on my CFOAPs by name?
  • How much money have I spent on office supplies this fiscal year?
  • What expense transactions have been posted to my CFOAP’s?

Universe Description

This Universe contains all Finance expenses at the detail level including Payroll transaction detail by person. This Universe is structured similarly to Finance - OLGL, but contains only expenditures and adds the ability to augment payroll transactions with person, position and job information from HR/Pay data.

This Universe also contains C-FOAPAL hierarchies as well as information related to financial persons.

This Universe contains expense data from the current and one previous fiscal year. At this time, data will be loaded into the underlying table structure one time per week during the weekend.

Data Included in the EDW – HRFIN Expenses Universe

  • CFOAP
  • State Fiscal Year
  • State Fiscal Period
  • OL Detail Transaction Date
  • OL Detail Description
  • Original Document Number
  • OL Expense Amount
  • Employee Name
  • Employee UIN
  • Position Number-Job Suffix
  • Payroll Year
  • Payroll Id
  • Payroll Number
  • Payroll Accounting Category Code
  • Payroll Accounting Transaction Date

Universe Tips & Tricks

  • This universe contains financial transactions for the prior Fiscal Year and current Fiscal Year to date.
  • There is a “Report Quick Start” folder that contains many of the most frequently used fields for reporting. You can grab the folder and drag it to the Results Object area and all of the objects will be in your report.
  • Items in the Report Quick Start folder are repeated from the folders above.
  • You will most like want to limit you query to a particular Fiscal Year and Period.
  • You will most likely want to limit your query to a Chart and Organization (College or Department or 6-digit organization).
  • Payroll expense transactions are associated with the month when the expenditure hits your CFOAPAL (by operating ledger transaction date) NOT by payroll number (the impacted pay period).
  • This universe contains the Business Objects drill functionality. Defined drillable hierarchies are: Fund, Organization, and Account based.

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