Creating a Non-labor TJE by Item

1. Go to Expenses > Transfers > By Item.

The By Item browse screen appears.

2. Click Add.

The By Item data entry screen appears.

3. Enter the information in the following fields, as required:

• TJE Date

• Charge To and Credit To - Enter the following information, depending on your division:

Non-Schools	Schools
Unit Number	School No.
Subsection No. (auto fills)	Unit Number (auto fills)
Route No. (if applicable)	Route No. (if applicable)

• TJE No. - Fills in automatically when you save the entry in UFS.

4. Add inventory items.

 

1. Create a non-labor TJE by item.

2. Click Insert Before.

3. Enter the inventory item number for this line in the Item No. column.  

Note: If you do not remember the number, click , select the number, and click OK.  If the number is not in the list, use the Items tab to add this inventory item number.

4. If applicable, enter the:

   • Purchase size volume being transferred (the number of cases, boxes, crates, containers, etc.) in the Purchasing Count column.

   • Unit size inventory volume being transferred (the number of cans, bottles, individual bags, etc.) in the Unit Count column.

5. Enter the inventory item number in the Item No. column on the next line.  

Note: If you do not remember the number, click , select the number, and click OK.  If the number is not in the list, use the Inventory Setup > Items function to add this inventory item number.

6. To insert a line between two other lines, click once on the line above or below where you want to insert a line.

7. Click Insert Before or Insert After.

8. If you create a line in error, select the line and click Delete.

9. On a TJE with distribution amount data entered, UFS calculates a total dollar amount for your purchase size volume and/or unit size inventory volume being transferred.

10. Repeat to add additional inventory items.

11. Click Save.

12. Add any additional non-labor TJEs by item.

13. Maintain TJEs.

 

1. Go to Expenses > Transfers > By Item.

The By Item browse screen appears.

2. Select the TJE and click Edit.

The By Item edit screen appears.

3. Enter the required information.

4. Click Save.

 

1. Go to Expenses > Transfers > By Item.

The By Item browse screen appears.

2. Select the TJE and click Remove.

3. When the TJE is open, click Remove again.

A Remove Confirmation message appears.

4. Click the appropriate response.

 

1. Go to Expenses > Transfers > Reports.

The Reports screen appears.

2. From the Select a Report drop-down list, select a report and click Next>>>.

3. Select your Selection Criteria and Sort By method (where available), and click OK.

4. Wait for the print preview to display.

5. Click the Adobe Acrobat Reader navigation icons to display and/or print the selected information.