Initiator Reference

The Initiator Reference (vendor line) tab on the ITA transaction contains common Vendor fields as described in the "Vendor" topic in the Transactions User Guide. The Initiator Reference tab also contains common Accounting fields as described in the "Accounting" topic in the Transactions User Guide. The following fields are not common to Vendor or Accounting tabs.

Field InformationField Information

Field Name	Required?	Field Description
Initiator Transaction Code	Required	The first of six required pieces of reference information to an Internal Transaction Initiator.
Initiator Transaction Dept	Required	The second of six required pieces of reference information to an Internal Transaction Initiator.
Initiator Transaction ID	Required	The third of six required pieces of reference information to an Internal Transaction Initiator.
Initiator Vendor Line	Required	The fourth of six required pieces of reference information to an Internal Transaction Initiator.
Initiator Accounting Line	Required	The fifth of six required pieces of reference information to an Internal Transaction Initiator.
Initiator Reference Type	Required	The sixth of six required pieces of reference information to an Internal Transaction Initiator. As delivered, this field is hidden and defaults to a value of Final so that a single reference to ITI will occur. This field does not follow the common logic whereby it defaults to partial when the referencing line is for less than the open amount of the referenced line. To perform a partial reference, change the defaulted value from Final to Partial and then enter a Line Amount that is less than the Open Amount of ITI. It is not possible to over-reference an ITI in which the Line Amount of ITA cannot make the Closed Amount greater than the Line Amount on ITI.
Line Amount	System Set	Indicates the amount to close on the referenced Initiator accounting line. Unlike other accounting line references, this one at the vendor line of ITA does not read the tolerance pages commonly read when performing a reference at the accounting line. While partial and full references are allowed, an over-reference is not allowed.
Line Actual Amount	Calculated	A system-calculated amount, displayed only on the ITA, which is the sum of the Line Amount field found on all accounting lines to the Initiator Reference line. The Line Actual Amount must equal the Line Amount before the transaction will process successfully. This edit exists to ensure that the net result of internal accounting for the transaction is $0.00 on an application-wide basis.
Accounting Profile	System Set	This field is used for the generation of accounting lines when a transaction is validated or submitted. Accounting lines are generated based on the Accounting Templates defined for the Accounting Profile and the dollar amount entered in the Line Amount field.
Billing Profile	System Set	A field inferred and used for Accounts Receivable updates from a referenced Receivable (RE) transaction used by ITA transactions created for internal receivables.
AR Dept	System Set	A field inferred and used for Accounts Receivable updates from a referenced Receivable (RE) transaction used by ITA transactions created for internal receivables.
AR Unit	System Set	A field inferred and used for Accounts Receivable updates from a referenced Receivable (RE) transaction used by ITA transactions created for internal receivables.
Funding Profile, Priority, and Line	System Set	These three funding COA exist on the initiator reference line but are Tertiary as delivered on Configure Page. These fields are intended only for grant revenue transfers and not to manually split expenditures. When populated on an Internal Transaction Initiator, they are displayed. If the front-end split occurs at the posting line, then these fields are blank.