Chose the form or template based on what you are changing or doing

Payroll charges:

• Labor Distribution

Project charges:

• Non-Labor Cost Transfer
• Importing Service Center Charge in PPM

General ledger (chart string) transactions:

• General Ledger FBDI
• Balance Transfer (AdobeSign)

Pay money:

• P2P Requisition / Purchase Order / Invoice
• P2P Non-Standard Disbursement
• HCM action / Payroll
• Petty cash voucher

It gets a little more complicated if you are trying to co-ordinate actions between a general ledger chart string AND a project, then you will choose one form or template for EACH action:

• Cost transfer BETWEEN chart string and project    ->   General Ledger FBDI AND Non-Labor Cost Trf
• Service center charge BETWEEN chart and project  ->  General Ledger FBDI AND Importing Service Center Charge in PPM
• Additional funding for faculty project   ->   Balance Transfer AND Re-baseline budget