Select a data element to view its definition and its index,
format, and null values.
| Data Element |
Definition |
| ACCOUNT_END
Indexed - no
Format - date (7)
May be null? yes
|
The last date when the Fund Code may be used to track financial activity
for the sponsored research project. Depending on the sponsor's financial
reporting requirements, the same Fund Code may be used throughout the
time for which the sponsor has made award for a project (the funding cycle,
usually one to five years) or only for the Budget Period. See also ACCOUNT_START
and CURRENT_BUDGET_END. (Unlike CURRENT_BUDGET_END, ACCOUNT_END does not
necessarily change as additional funding increments are received.)
Account End is stored in the Warehouse in date format. In Business Objects,
it is displayed as specified in the desktop operating system settings.
It is recommended that users specify a date format that includes 4 digits
for the year. (To specify the date format in Windows 95, choose Regional
Settings of the Control Panel, select the Data tab and specify Short date
style. In Windows, use the International option of the Control Panel.
On the Macintosh, use the Date & Time Control Panel.)
Example: 8/31/2005
Before Oct. 1, 2000, this data element was known as Project_End_Date.
While the contents have not changed, the data element was re-named as
part of a project to standardize the date terminology used in sponsored
research administration.
|
| ACCOUNT_START
Indexed - no
Format - date (7)
May be null? yes
|
The first date when the Fund Code may be used to track financial activity
for the sponsored research project. Depending on the sponsor's financial
reporting requirements, the same Fund Code may be used throughout the
time for which the sponsor has made award for a project (the funding cycle,
usually one to five years) or only for the Budget Period. See also BUDGET_PERIOD_BEGIN_DATE,
CURRENT_BUDGET_END, and ACCOUNT_END_DATE. (Unlike BUDGET_PERIOD_BEGIN_DATE,
ACCOUNT_START does not necessarily change as additional funding increments
are received.)
Account Start is stored in the Warehouse in date format. In Business
Objects, it is displayed as specified in the desktop operating system
settings. It is recommended that users specify a date format that includes
4 digits for the year. (To specify the date format in Windows 95, choose
Regional Settings of the Control Panel, select the Data tab and specify
Short date style. In Windows, use the International option of the Control
Panel. On the Macintosh, use the Date & Time Control Panel.)
Example: 9/01/1994
Before Oct. 1, 2000, this data element was known as Contract_Start_Date.
While the contents have not changed, the data element was re-named as
part of a project to standardize the date terminology used in sponsored
research administration.
|
| BUDGET_PERIOD_BEGIN_DATE
Indexed - yes
Format - date (7)
May be null? no
|
The beginning date for the budget period for the funding increment to
the fund (FUND_CODE).
Each time the sponsor pays an installment of the award (or guarantees
payment), that installment is a funding increment. Each funding increment
has a budget period, a discrete period of time for which a fund sponsor
has committed funds that can be expended by the University for an agreed
upon purpose. Budget period begin dates are calculated based on the end
date of the previous budget period, the account start date (if there is
no previous budget period), or the end date of the same budget period
(if the contract start date is problematic--for example, if it is null).
When calculated based on the end date of the previous budget period, the
budget period begin date is set to the first of the month following the
month when the previous budget period ends. For example, if the first
budget period ends Feb. 15, 1998, the second budget period begins Mar.
1, 1998.
Example: 9/01/1995
This information is stored in the Warehouse in date format. In Business
Objects, it is displayed as specified in the desktop operating system
settings. It is recommended that users specify a format including 4 digits
for the year. (To specify the date format in Windows, use the International
option of the Control Panel. In Windows 95, use the Control Panel's Regional
Settings, selecting the Date tab and specifying the Short date style.
On the Macintosh, use the Date & Time Control Panel.)
|
| BUDGET_PERIOD_CHRON_SEQ
Indexed - yes
Format - number (2)
May be null? yes
|
A 1-digit number indicating where this budget period falls when sorting
budget periods for this FUND_CODE in chronological order. Up to 5 budget
periods may be stored for a fund.
Example: 1 (earliest budget period); 2 (next budget period)
See also BUDGET_PERIOD_REV_CHRON_SEQ.
Values:
1 first (earliest, oldest) budget period
2 second budget period (immediately
following the first)
3 third budget period (immediately
following the second)
4 fourth budget period (immediately
following the third)
5 fifth budget period (immediately
following the fourth)
|
|
BUDGET_PERIOD_END_DATE
Indexed - no
Format - date (7)
May be null? yes
|
The end date for the budget period for the funding increment to the fund
(FUND_CODE).
Each time the sponsor pays an installment of the award (or guarantees
payment), that installment is a funding increment. Each funding increment
has a budget period, a discrete period of time for which a fund sponsor
has committed funds that can be expended by the University for an agreed
upon purpose. The value of the BUDGET_PERIOD_END_DATE may change over
time. If the fund sponsor grants a no cost extension or a funded extension,
the current budget end date, account end date, and budget period end date
will be changed to reflect the extension.
Another situation in which the value for BUDGET_PERIOD_END_DATE may change
is when a fund has many budget periods. BEN Financials only retains 5
budget periods. As a project enters periods beyond the fifth, the second
is appended to the first, the third assumes the place of the second, the
fourth that of the third, the fifth that of the fourth and the current
(new) period becomes the fifth. For example, at the end of a seven-year
award, the earliest budget period would actually encompass the first three
years.
Budget period end dates for non-government sponsored research may also
be changed to facilitate reporting and the management of funds given the
mutual agreement of Research Services and the school or center responsible
for the fund.
However, the budget period end date remains unchanged if the fund sponsor
grants supplemental funding for an existing budget period (that is, the
sponsor grants more money but not more time). And if the fund sponsor
grants a non-competing renewal, a new budget period is created.
BUDGET_PERIOD_END_DATE is stored in the Warehouse in date format. In
Business Objects, it is displayed as specified in the desktop operating
system settings. It is recommended that users specify a format including
4 digits for the year. (To specify the date format in Windows, use the
International option of the Control Panel. In Windows 95, use the Control
Panel's Regional Settings, selecting the Date tab and specifying the Short
date style. On the Macintosh, use the Date & Time Control Panel.)
Example: 8/31/1996
|
| BUDGET_PERIOD_REV_CHRON_SEQ
Indexed - yes
Format - number (2)
May be null? yes
|
A 1-digit number indicating where this budget period falls when sorting
budget periods for this FUND_CODE in reverse chronological order. Up to
5 budget periods may be stored for a fund.
Example: 1 (latest, most recent, or future budget period); 2 (previous
budget period). Note: if the the value for BUDGET_PERIOD_REV_CHRON_SEQ
is 1, it does not necessarily mean that the budget period is current--it
might have already ended, or it might not have begun yet.
See also BUDGET_PERIOD_CHRON_SEQ and CURRENT_PERIOD.
Values:
1 latest, most recent, or future budget period
2 previous budget period (immediately preceding
BUDGET_PERIOD_REV_CHRON_SEQ 1)
3 the budget period immediately preceding
BUDGET_PERIOD_REV_CHRON_SEQ 2
4 the budget period immediately preceding
BUDGET_PERIOD_REV_CHRON_SEQ 3
5 the budget period immediately preceding
BUDGET_PERIOD_REV_CHRON_SEQ 4
|
| CALENDAR_MONTH_BEGIN
Indexed - no
Format - char (2)
May be null? yes
|
The month in which the budget period begins.
Examples: 01 (January); 11 (November)
See also CALENDAR_YEAR_BEGIN.
Values:
01 January
02 February
03 March
04 April
05 May
06 June
07 July
08 August
09 September
10 October
11 November
12 December
|
| CALENDAR_MONTH_END
Indexed - no
Format - char (2)
May be null? yes
|
The month of the year in which the budget period ends.
Examples: 01 (January); 11 (November)
See also CALENDAR_YEAR_END.
Values:
01 January
02 February
03 March
04 April
05 May
06 June
07 July
08 August
09 September
10 October
11 November
12 December
|
| CALENDAR_YEAR_BEGIN
Indexed - yes
Format - char (4)
May be null? yes
|
The calendar year (rather than the fiscal year) in which the
budget period begins.
Example: 1994 (for a BUDGET_PERIOD_BEGIN_DATE of 8/1/1994)
|
| CALENDAR_YEAR_END
Indexed - yes
Format - char (4)
May be null? yes
|
The calendar year (rather than the fiscal year) in which the
budget period ends.
Example: 1995 (for a BUDGET_PERIOD_END_DATE of 7/31/1995)
|
| CURRENT_BUDGET_END
Indexed - no
Format - date (7)
May be null? yes
|
The end date for the latest (last, current, or future) budget period
for the fund (FUND_CODE). A budget period is a discrete period of time
for which a fund sponsor has committed funds that can be expended by the
University for an agreed upon purpose. If the Budget Periods record in
question has the value of 1 for its BUDGET_PERIOD_REV_CHRON_SEQ, the value
for CURRENT_BUDGET_END will be the same as the value for BUDGET_PERIOD_END_DATE;
otherwise, the values will differ. See also BUDGET_PERIOD_END_DATE and
ACCOUNT_END.
Current Budget End is stored in the Warehouse in date format. In Business
Objects, it is displayed as specified in the desktop operating system
settings. It is recommended that users specify a date format that includes
4 digits for the year. (To specify the date format in Windows 95, choose
Regional Settings of the Control Panel, select the Data tab and specify
Short date style. In Windows, use the International option of the Control
Panel. On the Macintosh, use the Date & Time Control Panel.)
Example: 8/31/1998
Before Oct. 1, 2000, this data element was known as Contract_End_Date.
While the contents have not changed, the data element was re-named as
part of a project to standardize the date terminology used in sponsored
research administration.
|
| CURRENT_PERIOD_FLAG
Indexed - no
Format - char (1)
May be null? yes
|
Indicates whether the budget period is currently in effect.
(That is, today's date falls between the BUDGET_PERIOD_BEGIN_DATE and the
BUDGET_PERIOD_END_DATE.)
Example: Y (this is the current budget period); N (this is not the current
budget period) Note: If CURRENT_PERIOD is Y, the value for BUDGET_PERIOD_REV_CHRON_SEQ
is not necessarily 1.
See also BUDGET_PERIOD_REV_CHRON_SEQ.
Values:
Y The budget period is currently in effect.
N The budget period is not currently in effect.
|
| FISCAL_MONTH_SEQ_BEGIN
Indexed - yes
Format - char (2)
May be null? yes
|
The month of the Penn fiscal year in which the budget period
begins.
Examples: 01 (July); 11 (May)
See also FISCAL_YEAR_BEGIN.
Values:
01 July
02 August
03 September
04 October
05 November
06 December
07 January
08 February
09 March
10 April
11 May
12 June
|
| FISCAL_MONTH_SEQ_END
Indexed - no
Format - char (2)
May be null? yes
|
The month of the Penn fiscal year in which the budget period
ends.
Examples: 01 (July); 11 (May)
See also FISCAL_YEAR_END.
Values:
01 July
02 August
03 September
04 October
05 November
06 December
07 January
08 February
09 March
10 April
11 May
12 June
|
| FISCAL_SORT_BEGIN
Indexed - no
Format - char (6)
May be null? yes
|
The fiscal sort sequence of the month of the Penn fiscal year
in which the budget period begins. This is a concatenation of the fiscal
year and month (or accounting period) of the fiscal year. This field is
used for sorting.
Examples: 200201 (July 2001); 200211 (May 2002).
|
| FISCAL_SORT_END
Indexed - no
Format - char (6)
May be null? yes
|
The fiscal sort sequence of the month of the Penn fiscal year in which
the budget period ends. This is a concatenation of the fiscal year and
month (or accounting period) of the fiscal year. This field is used for
sorting.
Examples: 200201 (July 2001); 200211 (May 2002).
|
| FISCAL_YEAR_BEGIN
Indexed - yes
Format - char (4)
May be null? yes
|
The fiscal year in which the budget period begins. Penn's
fiscal year begins July 1 of one calendar year and ends June 30 of the next
calendar year.
Example: 1995 (for a BUDGET_PERIOD_BEGIN_DATE of 8/1/1994)
|
| FISCAL_YEAR_END
Indexed - yes
Format - char (4)
May be null? yes
|
The fiscal year in which the budget period ends. Penn's fiscal
year begins July 1 of one calendar year and ends June 30 of the next calendar
year.
Example: 1996 (for a BUDGET_PERIOD_END_DATE of 7/31/1995)
|
| FUND_CODE
Indexed - no
Format - char (6)
May be null? no
|
The 6-character FUND code.
A fund is the unique identifier for a specific set of financial resources
that needs tracking or management.
FUND_CODE is the fourth segment of the Accounting Flexfield.
Example: 520139 (DERMATOLOGY FDN)
Values:
Refer to the FUND_CODES table for values.
|
| FUND_SPONSOR_CODE
Indexed - no
Format - char (6)
May be null? no
|
The 4-character code that identifies the external organization that sponsors
the fund.
Examples: 1010 (Department of the Army); 1430 (National Science Foundation).
Values:
Refer to the FUND_SPONSORS table for values.
|
|
LAST_EXTRACT_DATE
Indexed - no
Format - date (7)
May be null? yes
|
The date the BUDGET_PERIODS record was extracted from BEN Financials
and loaded into the Data Warehouse.
This information is stored in the Warehouse in date format. In Business
Objects, it is displayed as specified in the desktop operating system
settings. It is recommended that users specify a format including 4
digits for the year. (To specify the date format in Windows, use the
International option of the Control Panel. In Windows 95, use the Control
Panel's Regional Settings, selecting the Date tab and specifying the
Short date style. On the Macintosh, use the Date & Time Control
Panel.)
Example: 1/30/1997
|
|
LEGACY_FUND_SPONSOR_CODE
Indexed - no
Format - char (4)
May be null? yes
|
The 4-character code that identifies the external organization that
sponsors the fund. This code was formerly used in the General Ledger,
and is currently used only in BRIM (the Billing and Receivables Information
Management system used by the Office of Research Services). The value
should be null if the FUND_CODE value does not start with ‘5’.
See also FUND_SPONSOR_CODE.
Examples: 1110 (National Institutes of Health); 4306 (Society for Ambulatory
Anesthesia).
Values:
Refer to the LEGACY_FUND_SPONSORS table for values.
|
