PUF Transfer Requests

There is now a new PUF Status Report in DMS, located on the fund statement for each PUF endowment. The report shows the current principal and available balances as of the last quarter. When you need funds moved to an EFS chartfield string, use that report and enter the total amount you wish to transfer. The system will calculate the amounts you must request from both UMF (through Billing) and from the University (through Cash Management / Withdrawal). Include the PUF Status Report with the invoice that gets signed and faxed to the Foundation. In this way they can verify that the correct percentages are being requested from the gift portion and match portion of the endowment.

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This page contains a single entry by ludow006 published on February 11, 2009 1:02 PM.

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