BPEL Forms

To access EFS Data Change Forms (using the BPEL tool), go to https://prd.oas.oit.umn.edu/umnworklist.

The above link should be used by staff authorized to submit or approve the following request forms.

COA (Chart of Accounts)

• COA Department ID: initiates a COA department ID entry workflow.
• COA Program Entry: initiates a program entry workflow to COA/GL.
• COA User Defined Entry: initiates a user-defined workflow entry for COA/GL.

Job aids: For assistance on how to complete the above forms, see the appropriate job aid located on the Training Services Web site.

GPC (Grants, Projects, and Contracts)

• GPC Re-Budget by Dept: initiates a BPEL process to modify GPC budgets by department.

ARBI (Accounts Receivable, Billing)

• Charge Codes Entry: initiates a billing charge code workflow.
• Customer Address: initiates a BPEL process to modify the customer address data
• New Customer: initiates a BPEL process to add a new customer.
• Change Customer: initiates a BPEL process to change a new customer.
• Customer Contact: initiates a BPEL customer contact data.
• Blank invoice form (pdf)
  

Job aid: The UMN Worklist Application is a tool used to document, request, and secure approval for the original entry and subsequent revision of certain customer and billing information prior to entry in the financial system. For assistance on how to complete the above forms, see the UMN worklist section of the Create bills reference manual located on the Training Services Web site.

The Vendor Maintenance Authorization form and other finance-related forms can be found in the UWide Forms Library.