Use the Organization Chart page to define and maintain budget units (key organizations) in Fund Accounting and to set the options that control how each budget unit can be used.
Menu path
From the Fund Accounting menu, select Reference Tables. From the Reference Tables menu, select Organization Chart.
Procedure
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On the Organization Chart page, enter the Search Criteria to find the required records, and then select Search.
Refer to Search for records for more information.-
To add a record, select Add new. Refer to the Field descriptions, enter valid information, and select Accept.
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To edit a record, select the record and select Accept. Update the information and select Accept.
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To delete, select the record and select Delete. Select Yes.
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To generate a report, select Print.
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Select a Report Type, and then select Accept.
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Select a Destination:
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Select File to create the report in .rpt format. You can change the default file name.
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Select Screen to download the report in .pdf format.
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Select Excel to download the report in .xlsx format. Select the required Excel Options.
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Select OK.
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Download the .rpt file from the View Files page.
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Save the .pdf or .xls file.
For more information about the Print option, refer to Print Reports.
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Only these key organization values can be used for budget entry, requisitions, invoices, payroll distributions, and reporting.