KC Unit

Required in create mode, and display only in edit mode. The Kuali Coeus unit code associated with all new accounts based on this set of defaults. Search for the code from the KC Unit lookup .

KC Unit Name

Display only. The descriptive name of the KC unit associated with these new accounts.

Chart Code

Required. Enter the code or search for it from the Chart lookup .

Organization Code

Required. Enter the number for the owner organization of all new accounts based on this default, or search for it from the Organization lookup .

Campus Code

Required. Select the physical campus on which the new accounts are to be located from the Campus list, or search for it from the lookup .

Account Postal Code

Required. Enter the postal code assigned by the US Postal Service for the city where the new accounts are to be managed, or search for it from the Postal Code lookup .

Account City Name

Required. Enter the city where the new accounts are to be managed.

Account State Code

Required. Enter the code for the state where the new accounts are to be managed, or search for it from the State lookup .

Account Street Address

Required. Enter the street address where the new accounts are to be managed.

Account Type Code

Required. Select from the Account Type list or search for it from the lookup  Examples used to categorize accounts for reporting purposes might include 'Fee Remissions Accounts' or 'Equipment Accounts.'

Sub-Fund Group Code

Required. Enter the code which relates the new accounts to a fund, or search for it from the Sub-Fund Group lookup . Examples are continuing education accounts, scholarships and fellowships, and general funds.

Account Fringe Benefit

Optional. Select the check box if these new accounts are to accept fringe benefits or clear the check box if they are not to accept them. If the check box is not selected, a fringe benefits chart and fringe benefits account must be supplied to indicate where these charges should be posted. If it is not selected, fringe benefit Chart of Accounts code and fringe benefit account number are required and the fringe benefit account number must have been set up with the account fringe benefit code selected.

Fringe Benefit Chart Of Accounts Code

Optional. Select the chart code for the fringe benefits account from the Chart list or search for it from the lookup .

Fringe Benefit Account Number

Optional. Enter the account that accepts fringe benefit charges from the Account list, or search for it from the lookup .

Fiscal Officer Principal Name

Required.  Enter the name of the fiscal officer for all new accounts based on this set of defaults – this is the individual responsible for the fiscal management of the account.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Account Supervisor Principal name

Required.  The supervisor oversees the management of the accounts at a higher-level than the fiscal officer but rarely receives any direct requests for action from the KFS. The account supervisor cannot be the same as the fiscal officer or the account manager.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Account Manager Principal Name

Required.  The account manager has the responsibility for ensuring that funds are spent and managed according to the goals, objectives and mission of the organization, to ensure that the funds are being spent according to a budgeted plan and that the allocation of expenditures is appropriate to the function identified for the account.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Continuation Chart Of Accounts Code

Enter the chart code for the continuation account for the new accounts.  The field is required if the account has an expiration date.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Continuation Account Number

Enter the account that is to accept transactions which are being processed on the new accounts after the account expiration date.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Income Stream Chart Of Accounts Code

Select the Chart of Accounts for the income stream account from the Chart list, or search for it from the Chart lookup.  Parameters control when the income stream chart of accounts code and income stream account number are required.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Income Stream Account Number

Enter the account that is to receive any offset entries from the new accounts in order to balance responsibility center activity from the Account list.   Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Budget Record Level Code

Required.  From the Budget Record Level list, select the code that specifies that all new accounts based on this set of defaults are to record budget by:
A = Account
C = Consolidation
O = Object Code
L = Level
S = Sub-Account
M = Mixed
N = No budget

       An account in the General Fund group cannot have a budget record level code of 'Mixed.'

Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Account Sufficient Funds Code

Required.  Select the code that indicates at what level the new account are to be checked for sufficient funds in the transaction processing environment from the Account Sufficient Funds list. The choices are:
A = Account
C = Consolidation
L = Level
O = Object Code
H = Cash
N = No Checking

Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

External Encumbrance Sufficient Funds Indicator

Select the check box if external encumbrances are to be included in the new accounts’ calculation of sufficient funds. Clear the check box if they are not.

       This functionality does not currently exist and selecting the check boxes does not control the inclusion or exclusion of the accounts from sufficient funds calculation.

Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Internal Encumbrance Sufficient Funds Indicator

Select the check box if internal encumbrances are to be included in the new accounts' calculation of sufficient funds. Clear the check box if they are not.

       This functionality does not currently exist and selecting the check boxes does not control the inclusion or exclusion of the accounts from sufficient funds calculation.

Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Pre-Encumbrance Sufficient Funds Indicator

Select the check box if pre-encumbrances are to be included in the new accounts’ calculation of sufficient funds. Clear the check box if they are not.

       This functionality does not currently exist and selecting the check boxes does not control the inclusion or exclusion of the accounts from sufficient funds calculation. 

Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Object Presence Control Indicator

Select the check box to indicate that the new accounts are to use object presence control. Clear the check box if they are not. Object presence control requires that an object code be budgeted for the account before it can be used on an actual or encumbrance transaction. Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Indirect Cost Recovery Chart Of Accounts Code

Enter the chart code for the indirect cost recovery account that is to receive the indirect cost charged.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Indirect Cost Recovery Account Number

Enter the account number that is receiving the indirect cost recovery income generated by the new accounts.  Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

CG Account Responsibility Id

Select an ID from the list to identify which members of the Contracts & Grants Processor role in KFS should receive workflow action requests for documents involving accounts created from this default.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.