Finance AFQ -- Transfers to UW from UW Health and UWMF

https://dataviz.med.wisc.edu/sense/app/71fc1872-35a3-4e98-aaf6-bca2e1d7b639/overview

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Finance AFQ

Brief Description

This app provides Fund 233 journal entries containing revenue and sales credits for UWMF or UW Health awards. This data helps identify missing transfers and is displayed by IF Source of Fund.

Data Classification

Internal

Developer

Melissa Chan

Primary Audience

SMPH Fiscal Affairs Accountant. This app is open to employees in 530230.

Data Sources

Data comes from WISDM and Netezza
Netezza: Integrated Financial Source of Funds by Project xlsx
FINANCE_QVDs_WISDM/GL_STAR_FACT.QVD
FINANCE_QVDs_WISDM/PROJECTS.QVD
FINANCE_QVDs_WISDM/CHARTFIELD_DIMENSION.QVD
FINANCE_QVDs_WISDM/ACCOUNT_DIMENSION.QVD
FINANCE_QVDs_WISDM/DATE_DIMENSION.QVD
FINANCE_QVDs_WISDM/DEPARTMENT_DIMENSION.QVD
FINANCE_QVDs_WISDM/JOURNAL_REFERENCE_DIMENSION.QVD

Data Load Schedule

Annually on October 1st

Definitions

See WISER Glossary

Plans for Future Development


Additional Notes

Includes projects with the following UWMF and UW Health Award Sponsor Ids:

MSN101404 MULTIPLE DONORS
MSN105338 UWF - ACADEMIC ADVANCEMENT
MSN102607 UWF - MEDICAL SCHOOL DEVELOPMENT FUND
MSN102611 UWF - SMPH ACADEMIC ENRICHMENT FUND
MSN102610 UWF - SMPH RESEARCH AND DEVELOPMENT
MSN105337 UWF - UW HEALTH CONVERSION
MSN102214 UWHC
MSN104635 UWHC - ACADEMIC ADVANCEMENT
MSN104634 UWHC - AFFILIATION AGREEMENT
MSN102608 UWMF - BUSINESS EXPENSE
MSN102609 UWMF - CLINIC EXPENSE
MSN100029 UWMF - UW MEDICAL FOUNDATION
MSN101404

Also includes projects with the following UWMF and UW Health accounts: 9505, 9506, 9607, and 9508

9505 UWF - General
9506 UWF - Medical School Dev Fund
9507 UWF - Research and Development
9508 UW Medical Foundation

Excluded accounts:
9941 Transfer between Funds
9942 Trfs-Same Funds/Same Unit

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