Understanding the Inter/IntraUnit Processor
The PeopleSoft Centralized Inter/IntraUnit processor provides consistent setup and centralized processing to manage Inter/IntraUnit transactions across PeopleSoft applications. When an Inter/IntraUnit transaction occurs, the processor supplies the balancing lines. For PeopleSoft Grants, this process occurs during the F&A process. If an intraunit transaction is identified, then the system creates the appropriate balancing entries.
The system defines an intraunit transaction as a transaction within a single PeopleSoft General Ledger business unit that involves more then one value in a lower level balancing ChartField, such as Fund or Department.
For the Centralized Inter/IntraUnit processor to create the balancing entries during the F&A process, you must:
Define a transaction code.
Define system transaction mapping.
Define an intraunit template.
Associate the intraunit template with a PeopleSoft General Ledger business unit.
Credit percentages reside at the proposal project level in the pre-award, and at the project level in the post-award. Also, the Setup Level page identifies at which level the certifications, resources, subrecipients, components, departmental percentages, and professional credit percentages reside. This value becomes by default the proposal level in the pre-award. The values that are set up at the business unit level are supplied at the proposal level and can be overwritten at the proposal level; and the departmental credit percentage can be accessed at project level. Use the following elements to enter credit percentages:
Click the Departmental Credit link on the Projects page to enter departmental credit percentages.
Credit percentages for professionals are captured in the Resources Grid of the Proposal component. The Role field in the Professionals grid identifies PI or Co-PI.
Generate Award populates the Department Credit percentages in the Post Award.