• Home
• Login to PAT
• User Guides/How-to
• FAQ
• Help

PAT User Guides and Training

• Quick Start Guide
• Step by Step User Guide (with detailed screen shots)
• Changes in WISDM for MDS Postings
• Searching for MDS Transactions in WISDM
  • Creating a Custom Search in WISDM for MDS Transactions
• PAT Reallocation and Posting Deadlines Calendar

Quick Start How-To:

1. Choose the “Pre-posting Allocation Tool (PAT)” link on the MDS home page.  Choose “UW-Madison (NetID) from the dropdown and login with your NetID and password (the same as is used for My UW).
2. Enter your parent account (to work with multiple accounts at once) or MD number and click “Show Customer List” to begin.
3. Check the MD number(s) that you want to view and reallocate.  All current transactional activity for the month will be available.  There are two ways to reallocate:
• Choose “Assign a single funding string to many invoices” to make changes that don’t require splits.  Check all invoices of interest, then enter the new funding and click “Assign funding to all checked invoices”.  You can change any part of the funding string, but the whole string must be entered and only one funding may be assigned per invoice.  You may continue to check invoices and reallocate funding until finished.  Clicking the invoice number, such as CE20326205701, shows the item level detail.
• Choose “reallocate funding one invoice at a time” to split fund (i.e. assign more than one funding string to) an invoice.  Click the invoice number to be split.  Click “Edit” and enter the funding string and choose “Update” to save.  You can enter either a dollar amount or percentage and the other will be calculated for you.  Enter funding lines until the total is reached and no “difference” remains at the bottom.  Be sure to click “Save Split” after entering each additional line.  Choose “Go back to Invoice List” to split another invoice.
4. Choose “Go back to customer list” at the bottom of the screen or “Logout” in the upper right if finished.
5. Choose “Select new Account” to continue with another MD number or “Logout” in the upper right if finished.