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