Activity codes – This optional element can provide financial performance information on a subset of activities within a FUND-ORG or between multiple FUND-ORGs, e.g. commencement, faculty startup funds, or multiple years within a restricted grant. Activity codes should not duplicate any data that is already attributed to another FOAPAL element.

Location codes – This optional element can be used to distinguish between campuses or locations for fixed assets or tracking maintenance expenses by building.

Predecessor Program: update to new

Save

Approval queues (Program Code is typically not a criterion).

Accounts receivable Detail Code mapping

See steps in Accounts Receivable > Detail Code Maintenance

GASB report or other account attributes

Fixed assets module

Financial report mapping

Reclassify existing activity from prior Program Code to new, if applicable.

Extract transaction on the prior Program Code

Format transaction detail data to prepare a journal entry upload to

reverse the activity detail from the existing Program Code

record it in detail to the new Program Code.

Upload reclassification entry

Verify account balances after posting.

Filter, GO

Insert

Chart of Accounts: 1

Active Status: checked (default)

Activity: create a unique alpha-numeric code, maximum 6-characters

Activity Title: name descriptively to provide the user with sufficient indication of the usage

Effective Date: today

Termination Date: <blank>

Next Change Date: <blank>

Chart of Accounts: 1

Active Status: checked (default)

Location: buildings have a unique 2-character alpha code; rooms or sublocations are indicated with additional alpha-numeric codes up to 6-characters