Title

Description

Active Indicator

Optional. Select the check box if the organization code is active and can be used on Kuali Financials documents. Clear the check box if it is inactive.

Chart Code

Required. Enter the chart code to which the organization belongs, or search for it from the Chart lookup icon.

Organization Address 1

Required. Enter the street address where correspondence can be sent to the organization.

Organization Address 2

Optional. Enter the second line of the street address where correspondence can be sent to the organization.

Organization Begin Date

Required. Enter the date when the organization began operations as a new unit. For a new organization this defaults to today’s date.

Organization City Name

Display-only. Displays the city where correspondence can be sent to the organization.

Organization Code

Required. Enter the code to identify the organization. It must be unique within the chart to which it belongs.

Organization Country Code

Required. Enter the country where correspondence can be sent to the organization, or search for it from the Country lookup icon.

Organization End Date

Optional. Enter the date when the organization was dissolved.

Organization Default Account Number

Required. Enter the primary account used for any account reference for an organization, or search for it from the Account lookup icon.

Organization Manager

Required. Enter the user ID of the manager responsible for the organization or search for it from the lookup

Organization Name

Required. Enter the long descriptive name of the organization.

Organization Physical Campus Code

Required. Enter the campus code which represents the physical location of the organization, or search for it from the Campus lookup icon.

Organization Postal Code

Required. Enter the zip code assigned by the US Postal Service which relates to the city where the organization is located, or search for it from the Postal Code lookup icon.

Organization State/Province Code

Display-only. Displays the state where correspondence can be sent to the organization.

Organization Type

Required. Select the type of organization from the Organization Type list or search for it from the lookup icon. Examples might include:
C - Campus
R - Responsibility center
U - University chart organization
O - Other organizations
N - Not official

Reports to Chart

Required. Enter the chart code associated with the organization to which the organization reports in the hierarchy, or search for it from the Chart lookup icon.

Reports to Organization

Required. Enter the code designating the organization within the hierarchy to which the organization reports, or search for it from the Organization lookup icon.

Responsibility Center Code

Required. Enter the responsibility center code to which the organization belongs or search for it from the Responsibility Center lookup icon.