Document Layout

The System Options document includes the Edit System Options tab.

Edit System Options tab definitions:

Title

Description

Fiscal Year

 

Required. Enter the fiscal year for which values are being defined.

Fiscal Year Name

Required. Enter the descriptive name of the fiscal year.

Fiscal Year Start Year

Required. Enter the calendar year when the fiscal year begins.

Fiscal Year Start Month

Required. Enter the calendar month when the fiscal year begins

Beginning Balances Loaded Indicator

Optional. Select the check box if the beginning balances for the fiscal year have been loaded. If beginning balances have not been loaded then cash level sufficient funds checking must check both the previous and current fiscal years. Clear the check box if the beginning balances for the fiscal year have not been loaded.

Budget Checking Options Code

Required. Select the check box if sufficient funds checking is enabled for the fiscal year. Clear the check box if it is not.

Chart Code

 

Required. Enter the university level chart code defined for the fiscal year, or search for it from the Chart lookup .

Actual Balance Type

Required. Enter the balance type used to identify Actuals in the fiscal year, or search for it from the Balance Type lookup .

Budget Checking Balance Type

Required. Enter the balance type used to identify Budget Checking in the fiscal year, or search for it from the Balance Type lookup .

External Encumbrance Balance Type

Required. Enter the balance type used to identify External Encumbrances in the fiscal year, or search for it from the Balance Type lookup .

Internal Encumbrance Balance Type

Required. Enter the balance type used to identify Internal Encumbrances in the fiscal year, or search for it from the Balance Type lookup .

Pre-Encumbrance Balance Type

Required. Enter the balance type used to identify Pre-Encumbrances in the fiscal year, or search for it from the Balance Type lookup .

Eliminations Balance Type

Required. Enter the balance type used to identify Eliminations in the fiscal year, or search for it from the Balance Type lookup .

 

Expenditure/Expense Object Type

Required. Enter the object type used to identify the Expenditure/Expense category in the fiscal year, or search for it from the Object Type lookup

Expenditure Not Expense Object Type

Required. Enter the object Type used to identify the Expenditure Not Expense category in this fiscal year, or search for it from the Object Typelookup .

Expense Not Expenditure Object Type

Required. Enter the object Type used to identify the Expense Not Expenditure category in the fiscal year, or search for it from the Object Type lookup

Income/Cash Object Type

Required. Enter the object Type used to identify the Income/Cash category in the fiscal year, or search for it from the Object Type lookup .

Income Not Cash Object Type

Required. Enter the object type used to identify the Income Not Cash category in the fiscal year, or search for it from the Object Type lookup

Cash Not Income Object Type

Required. Enter the object type used to identify the Cash Not Income category in the fiscal year or search for it from the Object Type lookup .

Assets Object Type

Required. Enter the object type used to identify the Asset category in the fiscal year, or search for it from the Object Type lookup .

Liabilities Object Type

Required. Enter the object type used to identify the Liabilities category in the fiscal year, or search for it from the Object Type lookup .

Fund Balance Object Type

Required. Enter the object type used to identify the Fund Balance category in the fiscal year, or search for it from the Object Type lookup .

Cost Share Encumbrance Balance Object Type

Required. Enter the object type used to identify cost share encumbrances in the fiscal year, or search for it from the Object Type lookup .

Base Budget Balance Type

Required. Enter the object type used to identify Base Budget in the fiscal year, or search for it from the Object Type lookup Description: searchicon.

Monthly Budget Balance Type

Required. Enter the object type used to Monthly Budget in the fiscal year, or search for it from the Object Type lookup Description: searchicon.

Transfer In Object Type

Required. Enter the object type used to identify Transfer In transactions in the fiscal year, or search for it from the Object Type lookup Description: searchicon.

Transfer Out Object Type

Required. Enter the object type used to identify Transfer Out transactions in the fiscal year, or search for it from the Object Type lookup Description: searchicon.

Nominal Closing Balances Balance Type

Required. Enter the object type used to identify Nominal Balance closing entries in the fiscal year, or search for it from the Object Type lookup Description: searchicon.

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