Use the Funding section on the Position Detail page to add or view the funding distribution for a position. It specifies how the costs associated with the position (such as salary and benefits) are allocated across your organization's general ledger accounts.
The Funding section is significant for the following reasons:
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Budget control: The distribution ties the position's costs to specific ledger accounts, ensuring that salary and benefit expenses are charged to the correct budget lines.
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Employee pay rate impact: When a Funding Change request is approved for a position, the system automatically triggers a background update to the pay rate distributions for all active occupants, keeping employee-level accounting aligned with the position-level distribution.
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Fiscal year rollover: During the Create New Year Positions process, if a crosswalk mapping changes the distribution accounts for the new year, the system automatically generates a Funding Change request to update the distribution on the rolled-over position. Crosswalk tables must be configured if account codes change between fiscal years. This typically applies to Texas districts and districts in states that required an organization chart restructuring to meet school-level expenditure reporting requirements under the Every Student Succeeds Act (ESSA).
This section must be populated for every position and is editable when creating a new record. To update the funding distribution on existing records, you must submit a Funding Change request on the Change Request page. Direct editing of the distribution on the Position Detail page is not permitted.
The total percentage across all funding distribution lines must equal exactly 100%.
The following table describes the fields in the Funding section on the Position Detail page.
|
Field |
Description |
|---|---|
|
# |
The line item number. This field is view-only. |
|
Ledger |
The ledger type for the distribution line. Valid values:
This column is displayed when Full Account Structure (FAS) is enabled. This field is view-only. |
|
Full Account |
The full account string that combines the separate Organization and Account fields used to charge this distribution line. This column is displayed when Full Account Structure (FAS) is enabled. The field label is retrieved from the Full Account field on the Titles tab of the Fund Accounting Profile page. This field is view-only. |
|
Low Orgn |
The organization code charged for this distribution line. This column is displayed when Full Account Structure (FAS) is turned off. The field label is retrieved from the Low Organization field on the Local System Options tab of the Human Resources Profile page. This field is view-only. |
|
Account |
The specific object or account code to charge for this distribution line. This column is displayed when Full Account Structure (FAS) is turned off. This field is view-only. |
|
Title |
The ledger title for this distribution line. This field is view-only. |
|
% |
The percentage of the position's costs to allocate to this specific funding line. All lines must total 100 percent. This field is view-only. |
Best practices
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Distribution percentages cannot be negative and must sum to exactly 100%. The system validates this during save and will block the save if the percentages do not balance.
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Every organization line must have an associated percentage. The system rejects entries with an organization but no percentage.
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A default distribution is required for every position. Do not leave distributions empty.