Chart of Account Entry for AggieLogistics

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This page provides guidance on completing the financial information in AggieLogistics, using the UC Davis Chart of Accounts.

We recommend that you consult your supervisor or departmental business office to determine what charge string/PPM Project you will use in AggieLogistics.

Account Fields 

In the accounting section, customers have the option to select either GL (General Ledger) or PPM (Project Portfolio Management). Depending on which type is selected, the corresponding segments will appear for entry and validation.

  • When valid information is entered, green checks will appear and the customer can submit the request form.
  • Optional fields are auto-filled with zeros. Natural account (for GL) and expenditure type (PPM) are auto-filled/grayed out due to account format requirements for the request types.

GL (General Ledger) Option

GL Fields on AL Screen

 

PPM (Project Portfolio Management) Option

PPM Account Option on AL Screen