FINAH-PPM-TransactionDetail-View Quick Start Guide
Note:
Some of the names are slightly different between FINAH-Projectcosts-View, FINAH-ContractRevenue and FINAH-PPM-Transaction-View b/c in order to blend the data the field names were made more generic. Ie. Transaction instead of Expenditure where an expenditure is a type of transaction.
Critical Concepts
When to use this view
This view includes a more diverse set of transaction without the number of details on each transaction type.
Are you looking for every detail of Costs? Use FINAH-ProjectCosts-View.
Are you looking for every detail and attribute of Revenue? Use FINAH-ContractRevenue-View.
Do you need Commitment details? Use this view.
Transaction Type to Folder / Field Groups
This view brings together Project Cost Detail, Revenue Detail and Commitment data. There are six different transaction types in this view: PPM Budget, Commitment (aka Expenditures In Progress), Expenditures (aka Costs), Revenue and Payroll Projections.
Transaction Type | Commitment | Commitment IDC Adjustment | Expenditure | Funding Issue | Payroll Projection | Budget (PPM) | Revenue |
|---|---|---|---|---|---|---|---|
All task attributes | x | x | x |
| x | x | x |
All project attributes | x | x | x | x | x | x | x |
All award attributes | x | x | x | x | x | x | x |
All contract attributes (based on transaction) | x | x | x |
|
|
| x |
All budget period attributes | x | x | x | x | x | x | x |
Expenditure Category | x | x | x |
| x | x | x |
Revenue Category | x | x | x |
| x | x | x |
Revenue Category Direct Indirect | x | x | x |
| x | x | x |
Transaction ID | x (Internal system ID) |
| x | x (Funding Issue internal System ID) |
|
| x |
Transaction Number | x (Commitment Number) |
| x | x (Project Funding Issue Number) |
|
| x |
Transaction Dist ID | x (Internal system ID) |
| x |
|
|
| x |
Transaction Date | x (Expenditure Item Date) | x | x (Expenditure Date) | x (Project Funding Issue DateTime) |
|
| x (Revenue Transaction Date) |
Transaction Description | x (Inventory Item) |
| x (Expenditure Comment) | x (Project Funding Issue) |
|
| null |
Transaction Expenditure Type | x | x | x |
|
|
|
|
Transaction Supplier ID | x |
| x |
|
|
|
|
Transaction Supplier Code | x |
| x |
|
|
|
|
Transaction Supplier | x |
| x |
|
|
|
|
Transaction Supplier Code And Name | x |
| x |
|
|
|
|
Transaction Invoice Number | X* from Accounts Payable (AP) |
| X* from Accounts Payable (AP) |
|
|
| X* from Accounts Receivable (AR) |
Transaction Invoice ID | X* from AP |
| X* from AP |
|
|
| X* from AR |
Transaction Invoice Date | X* from AP |
| X* from AP |
|
|
| X* from AR |
Transaction Invoice Line Requester Name Full |
|
| X* |
|
|
|
|
Transaction PO Number | x |
| x |
|
|
|
|
Transaction PO ID | x |
| x |
|
|
|
|
Transaction PO Line | x |
| x |
|
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|
|
Transaction Bill Event Type |
|
|
|
|
|
| x |
Original Transaction Reference |
|
| x |
|
|
|
|
Transaction Document |
|
| x |
|
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|
|
Transaction Line Type | x (Commitment Line Type) | x | x ('Raw') | x (Funding Issue Type) |
|
|
|
Transaction Accounting Date | x | x | x |
|
|
| x |
Transaction Accounting Period | x | x | x |
|
|
| x |
Transaction Fiscal Period Full | x | x | x |
|
|
| x |
Transaction Fiscal Period Number | x | x | x |
|
|
| x |
Transaction Fiscal Period Short | x | x | x |
|
|
| x |
Transaction Fiscal Day (DDD) | x | x | x |
|
|
| x |
Transaction Fiscal Month (MM) | x | x | x |
|
|
| x |
Transaction Fiscal Quarter (Q) | x | x | x |
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|
| x |
Transaction Fiscal Week (WW) | x | x | x |
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|
| x |
Transaction Fiscal Year | x | x | x |
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|
| x |
Transaction Fiscal Year (YYYY) | x | x | x |
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|
| x |
Transaction Fiscal Period Start Date | x | x | x |
|
|
| x |
Transaction Fiscal Period End Date | x | x | x |
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|