The GF_ACCOUNT_GROUP table contains all valid account groups that have ever been used by the Grad Funding system, the Org Code of the organization that owns the group, and a flag that indicates whether or not the group is currently active (not retired).
An account group is a simple method for categorizing the various General Ledger accounts that will be used to fund allocations, allowing users to group similar accounts together.
Common Usage examples
- Find all accounts in a specific Account Group.
- Show org code for the organization which has responsibility for or is the creator of an account group.
||Indexed Data Elements
- Naming conventions for Account Groups are not system-enforced. Users are encouraged to look for existing Account Groups before setting up new ones, but there is no guarantee that there will not be multiple Account Groups that appear to categorize the same type of accounts.
- Each General Ledger account must belong to exactly one Account Group, but users are strongly advised to avoid making a distinct Account Group for each account.
- The Account Group is owned by the same org as the account itself.
- Orgs control their own Account Groups.
- Functional users who are unsure about the rules related to Account Groups -- how to create them, and naming conventions, etc. -- should review the Grad Funding training Module 5: Accounts. See GF Training for how to get to the training tutorials.
- The Grad Funding online system
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University of Pennsylvania
Information Systems and Computing, University of Pennsylvania