| 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 one Budget Period. See also ACCOUNT_START
and CURRENT_BUDGET_END in the FUND_CODES and BUDGET_PERIODS tables.
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 ACCOUNT_END. 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.
Values:
List of values not available.
|
ADJ_PERIOD_END_DATE
Indexed - no
Format - date (7)
May be null? yes |
The date by which all adjusting entries must be made after the end of
the project and prior to close out of the grant. This date is calculated
based on when the final report is due to the sponsor relative to the ACCOUNT_END.
The date calculation will round up or down so that the ADJ_PERIOD_END_DATE
will always coincide with the end of a BEN Financials Accounting Period.
This date is determined as follows:
1. The calculation of the Adjustment Period first categorizes the grant
based on the number of days the University has to submit the final report
after the p roject ends. When the number of days to submit the final report
is 30, the grant is considered a 15-day grant. When the number of days
is 60, the grant is considered a 30-day grant. When the number of days
is anything else (includes those with 90 days to submit, an unspecified
number of days, or no final report required), the grant is considered
a 60-day grant.
2. Then, based on the ACCOUNT_END, the system calculates the Adjustment
Period. For 15-day grants, the ADJ_PERIOD_END_DATE is calculated by adding
15 days to the ACCOUNT_END. This provides a 15 day Adjustment Period for
end users and a 15 day Reporting Period for ORS to prepare the final report.
For 30-day grants, when the ACCOUNT_END falls within the first 9 days
of the month, the ADJ_PERIOD_END_DATE is set to the end of the accounting
period associated with the month in which the ACCOUNT_END occurs (the
"current accounting period"). For 30-day grants in which the ACCOUNT_END
falls on the 10th of the month or after, the ADJ_PERIOD_END_DATE is set
to the end of the following accounting period. For 60-day grants, when
the ACCOUNT_END falls within the first 9 days of the month, the ADJ_PERIOD_END_DATE
is set to the end of the "next accounting period" (the one after the period
associated with the calendar month in which the ACCOUNT_END occurs). For
60-day grants, when the ACCOUNT_END falls on the 10th of the month or
after, the ADJ_PERIOD_END_DATE is set to the end of the period which follows
the "next accounting period".
3. In cases where the calculated ADJ_PERIOD_END_DATE would be before
the beginning of the present General Ledger accounting structure (July
1, 1996), the date will default to June 30, 1996. In cases where the calculated
ADJ_PERIOD_END_DATE falls beyond the BEN Financials calendar, the date
will be the last day of the calendar month in which that calculated date
would fall (i.e., if the ACCOUNT_END is 9/15/2000 for a grant with 60
days to report, the ADJ_PERIOD_END_DATE should default to 10/31/2000).
This column is updated only as freeze actions for the fund occur. There
may therefore be discrepancies between data in this column and that stored
in the column of the same name in the FUND_CODES table, which is recalculated
with any change to either the ACCOUNT_END or DAYS_TO_SUBMIT_FINAL_REPORT_CODE
for the fund.
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 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.).
Examples: For a 30-day grant with ACCOUNT_END of 10/1/1999, ADJ_PERIOD_END_DATE
is 10/29/1999. For a 60-day grant with ACCOUNT_END of 10/1/1999, ADJ_PERIOD_END_DATE
is 11/30/1999. For 30-day grant with ACCOUNT_END of 10/10/1999, ADJ_PERIOD_END_DATE
is 11/30/1999. For a 60-day grant with ACCOUNT_END of 10/10/1999, ADJ_PERIOD_END_DATE
is 12/31/1999.
Values:
List of values not available.
|
|
CFORM_FREEZE
Indexed - no
Format - varchar2 (1)
May be null? yes
|
Indicates the current freeze status of the C-Form transaction source.
This applies to processing of C-Forms by the Accounts Payable department.
Examples: F (Fund is frozen for this transaction source)
Values:
F (Fund is frozen for this transaction source)
Null
|
CFORM_FREEZE_DATE
Indexed - no
Format - date (7)
May be null? yes |
Indicates the date associated with the current freeze status for the
C-Form transaction source. When the freeze status is null (indicating
that the transaction source has never been frozen), the date will also
be null.
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 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.)
Values:
List of values not available.
|
|
DAYS_TO_REPORT
Indexed - no
Format - varchar2 (3)
May be null? yes
|
The number of days after the contract termination within which to submit
the final report for the fund.
Example: 30 (30 days after termination)
Values:
30 30 days after termination
60 60 days after termination
90 90 days after termination
|
|
FEEDERS_FREEZE
Indexed - no
Format - varchar2 (1)
May be null? yes
|
Indicates the current freeze status for all transactions imported to
the General Ledger from external systems (e.g., ProCard, mail services,
telecomm, departmental service centers, etc.)
Examples: F (Fund is frozen for this transaction source)
Values:
F (Fund is frozen for this transaction source)
Null
|
FEEDERS_FREEZE_DATE
Indexed - no
Format - date (7)
May be null? yes |
Indicates the date associated with the current freeze status for the
Feeder transaction source. When the freeze status is null (indicating
that the transaction source has never been frozen), the date will also
be null.
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 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.)
Values:
List of values not available.
|
|
FUNCTION_OVERRIDE
Indexed - no
Format - varchar2 (1)
May be null? yes
|
This column will display either a Y or an N to indicate whether
or not the Freeze Function Override flag has been set for this fund. When
the Override flag has been turned "on", only the Office of Research Services
can unfreeze transaction sources for this grant, even if the Adjustment
Period has not yet ended.
Examples: Y (Override function has been set), N (No Override function
has been set)
Values:
Y Override has been set
N No Override function has been set
|
|
FUND_CODE
Indexed - yes
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.
Examples: 520139 (DERMATOLOGY FDN); 020112 (WILLIAM PENN FOUNDATION).
Values:
Refer to the FUND_CODES table for values.
|
FUND_FREEZE
Indexed - no
Format - varchar2 (1)
May be null? yes |
Displays the overall Freeze Status of the fund, depending on the freeze
status of each transaction source. In order to view funds that have no
freeze information, perform an outer join to the FUND_CODES table (i.e.,
DWADMIN.FUND_FREEZE.FUND_CODE(+)=DWADMIN.FUND_CODES.FUND_CODE). This join
already exists in the Business Objects universe.
Examples: N (Not Frozen - none of the transaction sources are currently
frozen for this grant, although the fund has had freeze activity at some
point in the past), P (Partially Frozen - at least one, but not all of
the transaction sources are currently frozen for this grant), F (Fully
Frozen - all of the transactions sources are currently frozen for this
grant.overall freeze status, as on the BEN Financials reports)
Values:
N Not Frozen
P Partially Frozen
F Fully Frozen
|
|
JE_FREEZE
Indexed - no
Format - varchar2 (1)
May be null? yes
|
Indicates the current freeze status for both manual journal entries and
manual encumbrance entries.
Examples: F (Fund is frozen for this transaction source)
Values:
F (Fund is frozen for this transaction source)
Null
|
JE_FREEZE_DATE
Indexed - no
Format - date (7)
May be null? yes |
Indicates the date associated with the current freeze status for the
JE transaction source. When the freeze status is null (indicating that
the transaction source has never been frozen), the date will also be null.
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 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.)
Values:
List of values not available.
|
PAYROLL_FREEZE
Indexed - no
Format - varchar2 (1)
May be null? yes |
Indicates the current freeze status for activity from the payroll and
salary management systems. This affects transactions sent from the payroll/salary
management systems to BEN Financials.
Examples: F (Fund is frozen for this transaction source)
Values:
F (Fund is frozen for this transaction source)
Null
|
|
PAYROLL_FREEZE_DATE
Indexed - no
Format - date (7)
May be null? yes
|
Indicates the date associated with the current freeze status for the
Payroll transaction source. When the freeze status is null (indicating
that the transaction source has never been frozen), the date will also
be null.
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 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.)
Values:
List of values not available.
|
| PO_FREEZE
Indexed - no
Format - varchar2 (1)
May be null? yes
|
Indicates the current freeze status for the creation of new purchase
orders.
Examples: F (Fund is frozen for this transaction source)
Values:
F (Fund is frozen for this transaction source)
Null
|
| PO_FREEZE_DATE
Indexed - no
Format - date (7)
May be null? yes
|
Indicates the date associated with the current freeze status
for the PO transaction source. When the freeze status is null (indicating
that the transaction source has never been frozen), the date will also be
null.
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 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.)
Values:
List of values not available.
|
