FN - View Funding Edit Errors

GENERAL DESCRIPTION:

The Funding Edit Error is a listing of employees with invalid funding/funding errors for the current payroll (known as PRDFLT - Payroll Default); or employees who have no funding for all or part of the payroll period for the current Pay Run ID (known as PRSUSP - Payroll Suspense).

Corrections need to be made whenever all or part of the funding is going to be charged to suspense funding, default funding, position-level funding (except employees in A80) and department-level funding (except for employees in A96). Priority should be given to correcting errors where employees have funding in suspense or their funding is marked as invalid. Employees whose funding is being charged to department-level funding are less of a critical funding priority.

PROCESS CONSIDERATIONS:

You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:

Run Funding Edit Query

HRS Navigation:  Reporting Tools > Query > Query Viewer.
  1. Enter query name: UW_FI_FUND_EDT2.

  2. Select either HTML or Excel.

    https://kb.wisc.edu/images/group61/24497/9.2FUNDINGEDITQUERY.jpg

  3. Enter your campus name in the 'Unit' field.
        NOTE: To run the report for all campuses, enter “UW%"

  4. Click View Results

    https://kb.wisc.edu/images/group61/24497/9.2fundingeditresults.jpg
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Review the Funding Edit Error Inquiry Page

HRS Navigation:  Payroll for North America > Payroll Processing USA > Pay Period Reports > Funding Edit Errors Inquiry

  1. Enter values in the following fields:
    a. Business Unit field - enter your campus (e.g. UWEAU)
    b. Funding Dept field - all or part of the 6-digit funding department without the alpha campus code identifier
    • To find employees with funding in payroll suspense, enter the Funding Department PRSUSP
    c. Include Valid/Unprocessed - check or uncheck depending upon the results wanted
    • To see only employees with invalid funding, leave the box unchecked
    • To see employees in payroll suspense, check the box (PRSUSP is a valid funding department)
    • To see all valid and invalid funding, check the box

    warning sign  When viewing all rows including valid and unprocessed, do not run for UW Madison due to the large volume of records; instead use the Query


    https://kb.wisc.edu/images/group61/24497/9.2fundingeditinquirysearch.jpg


  2. Click Search
    • If no results are found, no data will be shown.  (NOTE: HRS does not return a "no matching values" message if no data has been found for your search criteria).


Download Results to an Excel Spreadsheet

  1. Click the Show all columns icon.
    warning sign  If you do not click this first you will only download the displayed columns.

  2. Click the Download icon

funding edit error download

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Evaluate the Data

  1. Review the “Error Description” column. All values other than "Valid" must be reviewed and corrected. Refer to KB FN - Resolving Funding Error Issues to resolve funding errors.

    Error Description

  2. Review the "Budget Level Indicator" column. All values other than "A" (Appointment-level funding) must be reviewed; this includes rows with Error Description "Valid".
Budget Level Indicator


Troubleshooting Listed Funding Items

There are several areas to review if an item is unexpectedly listed, especially if only a portion of the employee’s paycheck has an issue.  Check the following:


ADDITIONAL RESOURCES:

Related KBs

Related Links

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