Initiating an electronic interdepartmental transfer (EIT)

Owned by Denise Kidd
Last updated: Nov 19, 2024 by Rosa Niles
3 min read

https://tams.tulane.edu/sites/default/files/TAMS_Electronic_Interdepartmental_Order_Form_Manual.pdfapproved

Access EBS (TAMS, HCM and E-IT) from the Staff tab in Gibson.

Select TAMS EIT Application GUI. Select EIT Process.

Navigate to EIT Process

 

Click New.

Create a new EIT

 

Select the IT Type. Click on the button with three dots and select from those options.

 

Interdepartmental Orders

Interdepartmental orders are those which we send funds to another department.

Identify the Service Dept.

  • Ask the receiving department their dept number or use the search function.

 

Include a description.

  • In the description box, include a contact name and number with any other information you want to include.

  • For Tech Connect orders, include the quote number.

 

Fill in the accounting information.

  • Debiting our account

    • In the Accounting/Project field enter our account #

    • Choose the Natural Account.

    • in the line description enter what you would like to appear on your budget statement

    • In the debit field enter the total amount of the quote (You may split the cost between multiple accounts by entering multiple lines.)

  • On the next line, add the account information for the account to be credited. Add the same amount in the credit column.

    • For Tech Connect orders, do not make a line entry for their credit; TC will handle this.

When complete, click the Send to Service Org button.

Departmental Corrections

We mostly use departmental corrections to bill other departments for diploma tubes and covers.

  • Choose the Departmental Correction EIT type.

  • Enter the effective date (pay mind to the fiscal year)

  • Enter the description: “Billing for diploma tubes/covers. XX tubes used X $10 per tube = $XXXX tubes total. XX covers used X $12 per cover = $XXXX covers total. Overall total: $XXXX.” Copy this text to the clipboard. Tab.

  • On the first line, enter the Account number of the department billed. Use the lookup button to identify the Natural Account [?]. Paste from the clipboard into the Line Description. Enter the amount billed in the DEBIT field.

  • On the second line, enter our Account number [?]. Paste from the clipboard into the Line Description. Enter the amount billed - the amount coming to us - in the CREDIT field.

  • Click validate to make sure the credits and debits balance. Submit.

 

Ordering via Technology Connection

  • Before submitting an EIT to Technology Connection, request a quote at tcorders@tulane.edu.

  • Be sure to include the quote number in the description box.

  • Do not make a line entry for their credit; TC will handle this.