Pre-Posting Allocation Tool (PAT) - Service Description
The Pre-Posting Allocation Tool (PAT) allows designated staff to change funds assigned to certain transactions prior to those expenses being posted to the Shared Financial System (SFS).
UW-System campuses can use the Pre-Posting Allocation Tool (PAT) to change or split the funding for procurements from MDS and DoIT before they are posted to the Shared Financial System (SFS). Transactions will post to PAT on a nightly basis. Department representatives may then login to PAT and adjust/allocate the funding for those transactions. On the third business day of the following month at noon, transactions will be locked and further changes will not be allowed within PAT. The adjusted transactions will then post to SFS and be viewable in WISDM the next day. For more information, see https://shopuw.wisc.edu/pre-posting-allocation-tool-pat/.
The benefits of the Pre-Posting Allocation Tool are:
- Reduce the need to do corrective non-salary cost transfers (NSCTs) for many transactions by reallocating and changing funding before posting transactions to SFS.
- Allow a transaction to easily be split to multiple funding sources.
- Help reduce the number of MDS accounts that a department needs to manage.
- Help reduce the need to submit funding changes via the MD number change forms.
- Help manage funding changes and splits for DoIT invoices.
The Pre-Posting Allocation Tool is available to individuals throughout the University of Wisconsin System. In order to access the Pre-Posting Allocation Tool, individuals must be able to login via Wisconsin Federation using their local campus username and password.
The DoIT Help Desk can help with login trouble for the Wisconsin Federation. However, the DoIT Help Desk cannot reset passwords for any campus besides UW-Madison. If a campus-specific password appears to be the issue, then users will need to contact their local campus help desks for assistance resetting their passwords.
The Pre-Posting Allocation Tool is available 24 hours a day, 7 days a week.
Monthly maintenance is performed on Sunday mornings from 6 AM to Noon. Maintenance can be performed on any Sunday of the month, but is usually just one Sunday per month. Occasionally, maintenance is performed on Saturday mornings, from 7 AM to 10 AM. These occasions are usually quarterly.
See all Pre-Posting Allocation Tool documents in the Knowledge Base.
If you have feedback or require assistance with PAT, contact the DoIT Help Desk.