Termination Date: <blank>

Next Change Date: <blank>

Expenditure End Date: grant period end date, if applicable

Data Entry: checked (default), uncheck only if the fund is a roll up level

Organization code – Any activity that requires profit and loss reporting requires a unique ORG code. Each unit in the management reporting structure, e.g. department, has a unique ORG code. This element should have minimal activity after initial set up. Only new departments or reporting structure changes should require new or changing ORG codes.

Fund Type: from list

Fund Requires Effort Certification: check if grant requires, unchecked by default

Predecessor Fund: specify non-data-enterable roll up level

Fund Requires Effort Allocation: check if grant requires, unchecked by default

Financial Manager: search on FTIIDEN Entity Name/ID Search

Grants: Principal Investigator

Unrestricted funds: department financial manager

Unbilled AR Account:

Follow chart of accounts to correctly classify receivables

Revenue Account:

Follow chart of accounts to correctly classify revenue or deferred revenue

Multiple Fund Balance Indicator:

Net Assets Subclass:

Restriction Indicator:

Default:

Organization – set default for each grant fund

Program – set default for each grant fund

Activity

Location

New ORG codes are required when new reporting units are added or it becomes advantageous to segment portions of an existing reporting unit, e.g. splitting Information Technology into Academic Technology and Administrative or Infrastructure Technology.

Significant activities within a department may have unique ORG codes that roll up to a departmental manager or chair.

Non-data-enterable roll up level orgs should be utilized to streamline approval queues and reporting at the roll up level.

FTMORGN Organization Code Maintenance

Chart of Accounts: 1

Active Status: checked (default)