Using the NUFinancials Tree Viewer

This guide explains how to navigate to and use the Tree Viewer in NUFinancials.

Use the NUFinancials Tree Viewer to look up and view department hierarchy.

Follow these steps after logging in to NUFinancials. 

  1. Click the NavBar icon: navbar
  2. Click the Navigator icon: navigator
  1. Select Tree Manager:

tree3

 

 

  1. Select Tree Viewer:

tree4

 

 

NUFinancials displays the Tree Viewer (search) page.

tree5

  1. Enter search criteria and click Search.
    • To find all Tree Names leave the search fields set to the defaults.
    • To view something other than Tree Names click the Search By drop-down menu and select another option.
    • To limit the search results or search for something specific enter a value in the begins with For example, type NU_DEPTID_MASTER to find the Primary University Organization Mapping.

 

NUFinancials displays the results of your search.

tree6

  1. Click the name to display detail information.

  NUFinancials displays the information.
tree7

 

  1. Click a folder with plus sign icon tree8 to expand it.

 

Tree Purpose

 

Tree Name

Purpose

KK_ACCOUNTS

FSM Budget Control Account Rollup

KK_ACCOUNT_ROLL

Budget Close and Roll Account Rollup

KK_DEPARTMENT

FSM Budget Control Department Rollup

KK_FUND

FSM Budget Control Fund Rollup

KK_UNV_ACCOUNT

UNV Budget Control Account Rollup

KK_UNV_DEPT

UNV Budget Control Department Rollup

KK_UNV_FUND

UNV Budget Control Fund Rollup

NU_ACCOUNT_ALLFNDS

Account Mapping for Budget Office Reporting

NU_ACCOUNT_RPTG

Account Mapping for Accounting Services nVision Reports

NU_ACCT_COMBO

Configuration for Valid/Invalid Chart String Combinations

NU_BUDGET_STMT

GL008 Report Account Mapping

NU_BUD_ACT_ALT_RPT

GL010 Report Account Mapping

NU_CLASS_F&A

Class Mapping for Sponsored Project F&A

NU_CLASS_FIN

Class Mapping for Accounting Services nVision Reports

NU_DEPTID_2010

Copy of FY10 NU_DEPTID_MASTER

NU_DEPTID_COMBO

Configuration for Valid/Invalid Chart String Combinations

NU_DEPTID_MASTER

Primary University Organization Mapping

NU_FUND_COMBO

Configuration for Valid/Invalid Chart String Combinations

NU_FUND_GROUP

Fund Rollups by Fund Type

NU_FUND_NETASSET

Account Mapping for Accounting Services nVision Reports

NU_GL005

GL005 Report Account Mapping

NU_GM_BUDGET

Grants Budget Account Rollups

NU_GM_FA_BASE

Account Mapping for Sponsored Project F&A

NU_GM_INVOICE

Account Mapping for Sponsored Project Invoices

NU_GM_SEC_DEPT

Configuration for Sponsored Project Security

NU_INCOME_STMT

GL077 Report Account Mapping

NU_PROJ_COMBO

Configuration for Valid/Invalid Chart String Combinations

NU_PRS_CATEGORIES

Purchasing Category Mapping

NU_SOURCE

Direct Journal Source Workflow Mapping

 

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.

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Details

Article ID: 1179
Created
Thu 5/12/22 12:38 PM
Modified
Fri 1/13/23 10:49 AM