- oActivity 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.
- oLocation 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
- oSee 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
- oreverse the activity detail from the existing Program Code
- orecord it in detail to the new Program Code.
- Upload reclassification entry
- Verify account balances after posting.
FTMACTV Activity Code Maintenance
- Filter, GO
- Insert
- oChart of Accounts: 1
- oActive Status: checked (default)
- oActivity: create a unique alpha-numeric code, maximum 6-characters
- oActivity Title: name descriptively to provide the user with sufficient indication of the usage
- oEffective Date: today
- oTermination Date: <blank>
- oNext Change Date: <blank>
FTMLOCN Location Code Maintenance
- 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