Tab

Chart of Accounts > Chart of Accounts Documents > Account > Document Layout

Tab

The fields on this tab define attributes that are pertinent to accounts. If establishing a contract or grant account, these fields allow you to define how the account automatically generates and distributes indirect cost. The tab also collects information about any control account that might be related to this account and the CFDA number field categorizes grants for audit purposes and the CG Responsibility ID which defines the accounts routing.

tab field definitions

Title	Description
Account Indirect Cost Recovery Type Code	Required when the account is designated as a account by its Fund Group or Sub-Fund Group via parameters CG_DENOTIING_IND and FUND_GROUP_DENOTES_CG_IND. Enter the code to identify a particular indirect cost recovery type. This code identifies a certain set of object codes that are excluded from indirect cost charges.
CFDA Number	Optional. Enter the Code of Federal Domestic Assistance number used to identify accounts for a Federal A-123 audit.
CG Account Responsibility ID	Optional. Select the Code that corresponds to the appropriate CG Processor who will receive workflow requests for various documents utilizing this account..
Contract Control Account Number	Optional. Enter the primary spending authority account for a contract that has been assigned multiple accounts in the system or search for it from the Account lookup icon. This is the one account that most reporting is based on. It represents more fully than any other the full functionality of the project and its corresponding expenditures and revenues.
Contract Control Chart of Accounts Code	Optional. Select the Chart of Accounts that the Contract Control Account Number belongs to from the Chart list, or search for it from the lookup icon. An account can be referenced as its own control account. When the parameter ACCOUNTS_CAN_CROSS_CHARTS_IND parameter is set to N the system derives the chart and this value is read-only.
Financial Series ID	Required when the account is designated as a account by its Fund Group or Sub-Fund Group via parameters CG_DENOTIING_IND and FUND_GROUP_DENOTES_CG_IND. Enter the unique identifier that indicates which series ID from the Automated Indirect Cost Recovery table is used to determine indirect cost percentage and the income and expense account(s).
Indirect Cost Rate	Required when the account is designated as a account by its Fund Group or Sub-Fund Group via parameters CG_DENOTIING_IND and FUND_GROUP_DENOTES_CG_IND. Enter the cost recovery rate relative to direct costs spent in a particular fiscal year on that covers the cost of indirect expenses such as light, heat, central administration, etc. that cannot be directly allocated to any particular sponsored project but nonetheless are real costs incurred by the institution as a result of participating in the sponsored project.