Creating an ITI Transaction Referencing an Existing GAE

Create or locate a GAE

• Using this GAE as an example for the purposes of this job aid: 

  • 20240000000000002211

Create an ITI (use these job aids as reference to create):

• Creating an ITI for an Expenditure Reimbursement

• Creating an ITI for an Internal Loan

• Creating an ITI for an Internal Transfer Between Two Departments
  
  
  

NOTE:  Make sure Provider/Seller is selected in the Initiator drop-down menu under the Header tab.

Select the Vendor tab

Click the "+" to insert a new line. 

Select the Accounting tab

Click the "+" to insert a new line, as needed.

Expand the arrow on the left in the highlighted row to show more fields.

In the General Information subtab, fill out event type.

Still in the Accounting tab

Select the Reference subtab

Complete the fields using the GAE from earlier.

• Referenced Transaction Code

• Referenced Transaction Department

• Referenced Transaction ID

• Referenced Vendor Line

• Referenced Accounting Line

• Reference Type