Business Rules

•      When creating a new organization with the organization type code (C: Campus or U: University), the default account number is not required, since an organization is required to create an account.

•      The organization cannot report to itself unless it has an organization type code of U.

•      Reports to Chart and Organization must follow a path that ends at the known root chart and organization represented by the organization with a type of U.

•      When creating a new organization the Organization Begin Date must be greater than or equal to today’s date.

•      When creating a new organization the document may not be blanket approved, except by the University Chart Manager.

•      An organization cannot be inactive while there are active accounts or active organizations that report to it.

•      If an organization is made inactive, the Organization End Date is required.

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Routing