The YPPS online ordering system has been upgraded to accept the new WorkDay charging instructions that Yale has introduced to replace the PTAEO charging system. This means that you can no longer place an order with us using a PTAEO - you MUST use COA charging instructions in place of PTAEO.
When using the ordering system, you must enter the separate fields of your COA charging instructions in the fields provided on the payment page. If you have a COA number in the form of a single long string, you may find this COA Validator Tool useful - it allows you to paste in a full COA string and parses it out into the various segments. You can then validate the COA to make sure it is correct, and when placing your order, you can copy and paste the segments into the YPPS payment page. (A tip: you can click here to open the COA Validator Tool in a new browser tab or window, so that you will then have it available when you get to the payment page in the ordering system.)
If you do not know what COA number you should be using, you can use the PTAEO-COA conversion tool provided by Yale to convert a PTAEO to COA - if you do this, it is very important that you confirm the COA you receive with your business office before you use it. Many single PTAEOs can convert to more than one possible COA, so you need to confirm with your business office that the converted COA is the correct one to use. You can click here to use the PTAEO-COA conversion tool.
We are also temporarily allowing customers to select the "None" payment option if they would like to charge to a COA but do not yet know what it is - please just be sure to include a note to that effect in the Job Notes field.