Embedded Files
This job aid describes the process to create an ITI for an Internal Purchase/Sale.
Navigate to ITI
Use Global Search by Page Code to open a page
On the Global Search bar, click the drop-down.
Check the Page Code check box:
In the Global Search bar enter: ITI
Select ITI Internal Transaction Initiator
2. Locate an ITI transaction
Enter the Transaction Department code.
Select Search.
Select Transaction ID link
3. Copy Forward an ITI transaction
With the ITI Transaction open.
Select Copy Forward from the vertical 3-dot menu located in the upper right side of screen.
On the Copy Forward Screen, Target Transaction Code will show ITA.
Scroll down to the Target Transaction Section and enter Transaction Dept
Select the Auto Numbering check box.
Click OK
4. Enter the following information in the Header tab
Enter the Transaction Name
Ensure ITA Budget Fiscal Year, Fiscal Year, and Accounting Period matches ITI
Select Save.
5. Populate the 2nd Party Accounting Tab
In the 2nd Party Accounting tab,
Expand the arrow on the left side of the row to show more fields
On the dark highlighted line, enter Line Amount
In the General Information subtab,
Enter 8 in the Bank field.
Under the COA subtab.
Enter Fund, Department, Appr Unit, and Object.
Select Save.
5. Validate the transaction
Validate and Submit transaction.
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