Jeff Atwater | CFO

Standardized Business Models

Original Implementation Approach

The Standardized Business Process Models were created under the original implementation approach (Pilot Wave, Wave 1, and Wave 2). The Standardized Business Process Models were associated with each of the first eight business process groupings.

The original Standardized Business Process Models will be used as a guide for the development of the business process models for future waves.

Expand the sections below to view the Standardized Business Process flows and narratives within a business process grouping.

The Florida PALM Team developed a resource that maps legacy processes, terms, and transactions to the new Florida PALM processes, terms, and transactions. This resource serves as a tool for building end user understanding of future business processes and adoption of Florida PALM. 

Accounts Management and Financial Reporting

AMFR 10.1 – Set Up and Maintain Chart of Accounts | AMFR – 10.1 – Flows | AMFR – 10.1 – Narratives
AMFR 10.2 – Enter and Process Journals | AMFR – 10.2 – Flows | AMFR – 10.2 – Narratives
AMFR 10.3 – Analyze and Reconcile Accounts | AMFR – 10.3 – Flows | AMFR – 10.3 – Narratives
AMFR 10.4 – Close General Ledger and Consolidate Results | AMFR – 10.4 – Flows | AMFR – 10.4 – Narratives

Budget Management

BM 20.1 – Enter and Process Budget Journals | BM – 20.1 – Flows | BM – 20.1 – Narratives
BM 20.2 – Budget Execution and Management | BM – 20.2 – Flows | BM – 20.2 – Narratives
BM 20.3 – Perform Budget Close | BM – 20.3 – Flows | BM – 20.3 – Narratives

Disbursement Management

DM 30.1 – Set Up and Maintain Suppliers | DM – 30.1 – Flows | DM – 30.1 – Narratives
DM 30.2 – Establish and Maintain Encumbrances | DM – 30.2 – Flows | DM – 30.2 – Narratives
DM 30.3 – Enter and Process Vouchers | DM – 30.3 – Flows | DM – 30.3 – Narratives
DM 30.4 – Process Payments | DM – 30.4 – Flows | DM – 30.4 – Narratives
DM 30.5 – Manage Payments | DM – 30.5 – Flows | DM – 30.5 – Narratives
DM 30.6 – Manage Tax Reporting | DM – 30.6 – Flows | DM – 30.6 – Narratives
DM 30.7 – Accounts Payable Period Close | DM – 30.7 – Flows | DM – 30.7 – Narratives

Asset Accounting and Management

AAM 40.1 – Acquire and Set Up Assets | AAM – 40.1 – Flows | AAM – 40.1 – Narratives
AAM 40.2 – Deploy and Maintain Assets | AAM – 40.2 – Flows | AAM – 40.2 – Narratives
AAM 40.3 – Set Up and Maintain Asset Controls | AAM – 40.3 – Flows | AAM – 40.3 – Narratives
AAM 40.4 – Asset Management Period Close | AAM – 40.4 – Flows | AAM – 40.4 – Narratives

Revenue Accounting

RA 50.1 – Set Up and Maintain Customer | RA – 50.1 – Flows | RA – 50.1 – Narratives
RA 50.2 – Enter and Maintain Bills | RA – 50.2 – Flows | RA – 50.2 – Narratives

Accounts Receivable

AR 60.1 – Enter and Maintain Receivables | AR – 60.1 – Flows | AR – 60.1 – Narratives
AR 60.2 – Deposit and Apply Receipts | AR – 60.2 – Flows | AR – 60.2 – Narratives
AR 60.3 – Perform Collections and Aging | AR – 60.3 – Flows | AR – 60.3 – Narratives

Treasury Management

TM 70.1 – Manage Banking Relationship | TM – 70.1 – Flows | TM – 70.1 – Narratives
TM 70.2 – Manage and Reconcile Bank Statements | TM – 70.2 – Flows | TM – 70.2 – Narratives
TM 70.3 – Manage and Forecast Bank Cash Position | TM – 70.3 – Flows | TM – 70.3 – Narratives
TM 70.4 – Process Bank Cash Transfers | TM – 70.4 – Flows | TM – 70.4 – Narratives
TM 70.5 – Reconcile Book to Bank Balances | TM – 70.5 – Flows | TM – 70.5 – Narratives
TM 70.6 – Create and Maintain Deals | TM – 70.6 – Flows | TM – 70.6 – Narratives
TM 70.7 – Manage Investment Pools | TM – 70.7 – Flows | TM – 70.7 – Narratives

Cash Management

CM 80.1 – Manage Cash Checking | CM – 80.1 – Flows | CM – 80.1 – Narratives
CM 80.2 – Monitor and Manage Fund Cash | CM – 80.2 – Flows | CM – 80.2 – Narratives