Creating an Internal Exchange Transaction (IET)

Process

This job aid describes the process to create an IET for an Internal Purchase or Sale.

2. On Financial Transaction Page.

• Confirm the appropriate Transaction Code has populated in Transaction Code field.

• Enter appropriate Transaction Department.

• Click the Create button.

3. On Create Transaction Page:

• Check Auto Numbering box.

• Click Continue Button.

4. In the Internal Exchange Transaction page select the Header Tab.

• Expand the General Information sub section.

• Enter Transaction Name. 

• Enter Transaction Description.

• Expand Extended Description sub section and enter A.

• Confirm Provider/Seller is selected in the Initiator field. Refer to ETYP to determine which role to select for your event type.

• Click Save button.

5. On the Internal Exchange Transaction Page select the Exchange Details tab.

• Click the + symbol to insert new line.

• Click the Caret to expand the line.

• Select the General Information subsection.

1. Enter Line Amount. 

2. Select IN32 from the Event Type picklist and click the OK button. 

6. Select the 1st Party COA subsection.

• Enter Fund, Department, Unit, Appr. Unit and Revenue.

• Click the Save button.

7. On the Internal Exchange Transaction Page select the 2nd Party Accounting tab.

• Click the + symbol to insert new line.

• Click the Caret to expand the line.

• Select the General Information subsection.

1. Enter Line Amount.

8. Select the COA subsection.

• Enter Fund, Department, Unit, Appr. Unit and Revenue.

• Click the Save button.

• Click the Validate button and Submit button.