Help Desk Assistance for PAT

The Pre-Posting Allocation Tool (PAT) is being supported by DoIT's Help Desk. In addition to the user guides (including a calendar of posting dates and WISDM information) and frequently asked questions that are available for assistance, Shop@UW and DoIt have worked to develop a comprehensive listing of help documentation in DoIT's KnowledgeBase. Many of these documents are linked below and are used to address possible errors or problems users may encounter. If you still need assistance with PAT after browsing these documents, contact the DoIT Help Desk at (608) 264-4357 or help@doit.wisc.edu.

Knowledge Base Documents for PAT:

See all Pre-Posting Allocation Tool documents in the Knowledge Base.

• Getting Help
• Service Description

General Errors in Pre-Posting Allocation Tool (PAT)

• Redirected to AuthHub login page again after logging in
• No invoices returned
• Customer number appears italicized and highlighted
• Line number (#) appears italicized and highlighted
• Zero invoices updated successfully
• Percent Field Errors when reallocating funding
• Accidentally overwriting changes to an individually split invoice
• Trouble tabbing between fields in Firefo

Funding Editing Errors in Pre-Posting Allocation Tool (PAT)

• List of All ChartField errors
• ChartField Error: Account Code is budgetary only
• ChartField Error: DeptID not valid
• ChartField Error: Fund not valid
• ChartField Error: MSN(E03) DeptID invalid for fund projectID
• ChartField Error: MSN(E04) Program invalid for fund/projectID
• ChartField Error: ORGEDIT: Fund-Program invalid for Dept
• ChartField Error: Program not valid
• ChartField Error: Project ID not valid
• ChartField Error: Project is inactive
• ChartField Error: The payment dates outside the proj dates
• ChartField Error: The end dates are outside the project dates
• ChartField Error: Today's date (jrnl date) is outside proj dates
• ChartField Error: Wrong Program for the Account