Tag Archives: Setup

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The setup window for Tuition and Fees is used to add a new line item to your budget. Enter an appropriate description for the tuition and fees. The specific sub-object code for Tuition and Fees (08-05) automatically pre-populates for you.

For more information about sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

You can use the optional Note field to add any relevant information for this entry.

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The setup window for Stipends is used to add a new budget line item. Enter an appropriate description for the stipend.

Note: Stipends are not associated with a specific student.

The specific sub-object code for Stipends (08-02) automatically prepopulates for you.

Use the optional Note field to add any relevant information.

For more information about sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and are establishing Student Aid as an Auto-Adjusting line, you will see additional fields on its page in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

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This line item is used for expenditures related to the Applied Physics Lab (APL).

Clicking the (19) APL link and then the Add APL button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

Enter a description for this line item and then select the appropriate UW Sub-Object code from the drop down menu.

You can use the optional Note field to add any relevant information for this entry.

Select Update Periods to display the item entry modal.

Note: if you selected the Budget includes Applied Physics Lab (APL) checkbox in the Global Attributes section of the Properties page (step 1 of the budget creation wizard), then a line item for (19-10) Prorated Direct Costs will also display under this summary line. The information is read-only.

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This line item is used for any expense not covered by the other codes in the budget.

Use the setup window for Unallocated Funds to add a new line item for unallocated budget. Enter a description for the default sub-object code 38-00.

Note: If you enabled Targets & Limits and are establishing Unallocated Funds as an Auto-Adjusting line, you will see additional fields.

  • Period Minimum: Defines the minimum allowable sum for this budget line item.
  • Period Maximum: Defines the maximum allowable sum for this budget line item.
  • Priority: Defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

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This line item is used for costs for the design and construction of buildings. These expenses include land acquisition, design, project management, and site work. They also include art work, fixed equipment, and furnishings.

Clicking the (10) Capital Projects link and then the Add Capital Project button will open the setup modal.

The setup modal displays with the Description and UW Sub-Object Code populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the project, and then select an appropriate Sub-Object Code from the drop-down menu.

You can use the optional Note field to add any relevant information for this entry.

For a complete list of UW Sub-Object Codes while in SAGE, click the F&A tab on the worksheet then click the Show read-only F&A object codes link at the bottom of the page. For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and are establishing Travel as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

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This line item is used for computing equipment, library materials such as books, software, and serials subscriptions.

Clicking the (06) Equipment link and then the Add Equipment button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the equipment you plan to purchase, and then select an appropriate Sub-Object Code from the drop-down menu.

You can use the optional Note field to add any relevant information for this entry.

For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS)

Note: If you enabled Targets & Limits and are establishing Equipment as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

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This line item is used for supplies and materials, such as book, chemicals, office supplies, and non-capitalized equipment.

The setup window for Supplies and Materials is used to add a new budget line item.

Clicking the (05) Supplies and Materials link and then the Add Supply or Material button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the supplies you plan to purchase, and then select an appropriate Sub-Object Code from the drop-down menu.

You can use the optional Note field to add any relevant information for this entry

For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS)

Note: If you enabled Targets & Limits and are establishing Supplies and Materials as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

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This line item is used for air fare, car rental, in- and out-of-state per diem, as well as international travel, and cash advance expenses.

Clicking the (04) Travel link and then the Add Travel button will open the setup modal.

The Setup modal displays with the Description, UW Sub-Object Code, and Destination fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the planned travel, and then select an appropriate Sub-Object Code from the drop-down menu.

Choose Domestic or Foreign from the Destination drop-down menu.

You can use the optional Note field to add any relevant information for this entry.

For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and are establishing Travel as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

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When you have finished the setup, selecting Update Periods will display the Update Periods modal.

Values entered in the setup step for Description and UW Sub-Object Code are displayed here for reference.

The name of the period and its date range will display at the top of the period column.

The Quantity and Price fields default to the value of zero (0).

Enter your quantity and price information for this line item for the appropriate period(s). For example, 40 items at $35 each. The totals will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for consultant travel, freight charges, or membership dues.

To add research subject reimbursement or technical research services, use the (02) Service Contracts line.

Clicking the (03) Other Contractual Services link and then the Add Other Contractual Services button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a description of the service to be provided and select the appropriate sub-object code. For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and established Other  Contractual Services as an Auto-Adjusting line, you will see additional fields on its page in place of the Cascade Entries box.

  • Period Minimum: Defines the minimum allowable sum for this budget line item.
  • Period Maximum: Defines the maximum allowable sum for this budget line item.
  • Priority: Defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.