Article Intended For
SIMBA Labor Distribution users
Introduction
This article describes the process of LD Admin reviewing journal entries.
Article Body
LD Admin Journal Entry Review Process
Journal entries entering the LD Admin queue will have already been reviewed and approved by the department and business area.
LD Admin:
- Select the Effort Certification Due-Overdue Report tile.
- Review the following for approval to update the LD plan:
- Labor Distribution relevant document types: Z1, Z2, Z3, Z4
- Proper text formatting: Position Number|Payroll Area|Paid IN Period|Paid FOR Period (00014778|01|202301|202301)
- PERNR in Personnel No. field
- Stipend and Tuition are not on the same journal entry
- Grant/Sponsored Program's (IO's 50* and/or 52*) Effort Certification is not certified
Example: Journal Entry Updating LD Plan
LD Admin Journal Entry Review - Other
Salary and Fringe GL's route to the LD Admin queue for approval.
Document types include SA, ZA, ZB, ZC, etc.; these document types don't update the LD plans.
LD Admin:
- Review these documents to verify if document should be updating the LD plans.
- If they should not update the plans, identify what user is trying to accomplish, and approve documents with comment "Not relevant for LD."
Note: Attachments and Notes are helpful for approvers to understand the entry.
Example: Journal Entry Not Updating LD Plan