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UW-System campuses can use the Pre-Posting Allocation Tool (PAT) to change or split the funding for procurements from MDS before they are posted to the Shared Financial System (SFS). MDS will post all transactions for each MDS account in PAT on a nightly basis beginning July 6, 2009. Department representatives may then login to PAT and adjust/allocate the funding for those transactions. On the third business day of the following month at noon, transactions will be locked and further changes will not be allowed within PAT. The adjusted transactions will then post to SFS and be viewable in WISDM the next day.

How Does This Affect Campuses?

The benefits of the Pre-Posting Allocation Tool are:

• Reduce the need to do corrective non-salary cost transfers (NSCTs) for many transactions by reallocating and changing funding before posting transactions to SFS.
• Allow a transaction to easily be split to multiple funding sources just like using a procurement card.
• Help reduce the number of MDS accounts that a department needs to manage.
• Help reduce the need to submit funding changes via the MD number change forms.
• Update the way MDS transactions are posted to, and viewable in WISDM.