Title

Description

Account Manager Principle Name

Required. Enter the name of the account manager, or search for it from the lookup icon. The account manager has the responsibility for ensuring that funds are spent and managed according to the goals, objectives and mission of the organization, to ensure that the funds are being spent according to a budgeted plan and that the allocation of expenditures is appropriate to the function identified for the account.

Account Sufficient Funds Code

Required. Select the code that indicates what level the account is going to be checked for sufficient funds in the transaction processing environment from the Account Sufficient Funds list. The choices are:
A - Account
C - Consolidation
L - Level
O - Object Code
H - Cash
N - No Checking

Account Supervisor Principle Name

Required. Enter the name of the account supervisor, or search for it from the lookup icon. The supervisor oversees the management of the account at a higher-level than the fiscal officer, but rarely receives any direct requests for action from Kuali Financials. The account supervisor cannot be the same as the fiscal officer or the account manager.

Budget Record Level Code

Required. From the Budget Record Level list, select the code that indicates if the account is recording its budget by:
A - Account
C - Consolidation
O - Object Code
L - Level
S - Sub-Account
M - Mixed
N - No budget

Continuation Account Number

Optional unless the account has an expiration date, in which case it is required. Enter the account that accepts transactions which are being processed on the account after the account expiration date, or search for it from the Account lookup icon.

Continuation Chart of Accounts Code

Optional unless the account has an expiration date, in which case it is required. Enter the chart code for the continuation account, or search for it from the Chart lookup icon. The field is required if the account has an expiration date.

External Encumbrance Sufficient Funds Indicator

Optional. Select the check box if external encumbrances are included in the accounts calculation of sufficient funds. Clear the check box if they are not.

Fiscal Officer Principle Name

Required. Enter the name of the fiscal officer, or search for it from the lookup icon. The individual is responsible for the fiscal management of the account.

Income Stream Chart of Accounts Code

Optional. Select the Chart of Accounts for the income stream account from the Chart list, or search for it from the Chart lookup icon. Parameters control when the income stream chart of accounts code and income stream account number are required.

Income Stream Account Number

Optional. Enter the account which has been designated to receive any offset entries from the account in order to balance responsibility center activity from the Account list or search for it from the lookup icon.

Internal Encumbrance Sufficient Funds Indicator

Optional. Select the check box if internal encumbrances are included in the accounts calculation of sufficient funds. Clear the check box if they are not.

Object Presence Control Indicator

Optional. Select the check box to indicate that the account uses object presence control. Clear the check box if it does not.

Pre-Encumbrance Sufficient Funds Indicator

Optional. Select the check box if pre-encumbrances are included in the accounts calculation of sufficient funds. Clear the check box if they are not.

Transaction Processing Sufficient Funds Check

Optional. Select the check box if sufficient funds check should be performed on the account. Clear the check box if not.