An Organization is a four-character (alphanumeric) identifier used in KFS to facilitate reporting by department and by school, college or vice chancellor.
Every department has at least one organization; most have several. Organization is one of the few attributes that has a hierarchical structure which consists of different levels. Levels are created based on the "Reports to" organization.
Organization Types
- S - School/College
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Are assigned to the dean at the school/college.
> These are Level 4 organizations.
> S (School/College) cannot have any accounts directly under it as this is used to aggregate all accounts for a school/college.
> "Reports to" Organization will be one of the Level 3 Organizations: CMP (Campus), HSYS (Medical Center), or ANRS (Systemwide). - V - Vice Chancellor
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Are assigned to the Vice Chancellor’s office.
> These are Level 4 organizations.
> V (Vice Chancellor) cannot have any accounts directly under it as this is used to aggregate all accounts for a vice chancellors office.
> "Reports to" Organization will be one of the Level 3 Organizations: CMP (campus), HSYS (Medical Center), or ANRS (Systemwide). - N - Division
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Are assigned to major divisions at the school, college or Vice Chancellor’s office.
> “Reports to” a Level 4 Organization S (School/College) or V (Vice Chancellor).
> N (Division) cannot have any accounts directly under it as this is used to aggregate all accounts for a division.
> G (Department Group) and D (Department) are the only organization types that can report to N (Division).
> There is no Management Ledger Review (MLR) required for a division, but you can run the MLR at the Division level for informational purposes. - G - Department Group
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Reflect a cluster or group which is providing administrative services to multiple departments.
> Can either report directly to a S (School/College), V (Vice Chancellor) or N (Division).
> Accounts are allowed under a G (Department Group)
> D (Department) is the only organization type that can report to G (Department Group).
> When there is a G (Department Group), the Management Ledger Review (MLR) is only required at the G (Department Group) level and not at the D (Department). This provides a higher level review of each of the departments below. - D - Department
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Are assigned to departments or programs at the school, college or vice chancellor’s office.
> Can either report directly to a S (School/College), V (Vice Chancellor), N (Division), or G (Department Group).
> 1 (Sub-Department) is the only organization type that can report to D (Department).
> The Management Ledger Review (MLR) is required at the D (Department) organization if it does not report directly to a G (Department Group). If the D (Department) reports to a G (Department Group), the MLR is required only at the G (Department Group) level organization. - 1 - Sub-Department
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Are driven by internal or Dean/VC reporting needs.
> Can only report to a D (Department).
> No Management Ledger Review (MLR) is required at the 1 (Sub-Department) and below.
> 1 (Sub-Department) may report to another 1 (Sub-Department).
> 4 (Sub-Department) may only report to a 1 (Sub-Department). - 4 - Sub-department
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Are driven by internal or Dean/VC reporting needs.
> Can only report to a 1 (Sub-Department).
> No Management Ledger Review (MLR) is required at the 4 (Sub-department) and below.
For Ledger Review purposes the Quarterly Ledger Review (QLR) is required quarterly at the S (School/College) or the V (Vice-Chancellor) organization types. The Management Ledger Review (MLR) is required monthly at the G (Department Group) or the D (Department) organization types. The Analytical Ledger Review (ALR) is required monthly at the account level.