Fiscal Year

Key field. Enter the last two digits of the applicable fiscal year.

Agency

Key field. Enter the appropriate value. Refer to Agency Index (AGCY) for valid values.

Organization

Key field. Enter the organization value. If adding a new line, enter a code that is unique within agency; if changing or deleting an existing line, enter the affected value.

Manager

Optional. Enter the name exactly as you want it to appear on reports.

Org Name

Optional. Enter the organization name. There is no description on reports for this field if left blank.

Organization Level

Required. Enter the number value for the level in which this organization appears on the tree ( refer to the classification hierarchy explanation ). Valid values are:

01

The organization defined in this line does not report up to any other organization.

02

The organization defined in this line reports to only one organization above itself.

03

The organization defined in this line reports to two organizations above itself.

If the organization defined in this line reports to more than three organizations above itself, enter the appropriate level indicator ( 04 through 12 ).

Fund

Optional. Enter the value for the fund associated with this organization and agency. Refer to Fund Index (FUND) for valid values.

Activity

Defaults to blank . Enter the activity value that you want the system to use as a default when processing transactions for this organization. If you do not want a default activity value associated with the organization defined in this line, then leave this column blank. Refer to Activity Index (ACTV) for valid values.

Function

Defaults to blank. Enter the fund code that you want the system to use as a default when processing transactions for this organization. If you do not want a default fund code associated with this organization, leave this column blank. Refer to Function (FUNC) for valid values.

Project

Optional. Enter the applicable value from Project (PROJ) if the organization defined in this line is associated with a project. For more information, refer to the User's Guide .

Inactive

Default is cleared [ A ]. Select if this agency/organization combination is inactive [ I ]. When this checkbox is selected, transactions cannot be processes for this agency/organization combination.

Buyer

Optional. Enter a buyer value to define an overriding buyer associated with the organization.

Budgeting Organization Levels

Expense Budget Organization Level

Enter the level of the expense budget organization to which this organization reports.

Revenue Budget Organization Level

Enter the level of the revenue budget organization to which this organization reports.

Appropriation Organization Level

Enter the level of the appropriation organization to which this organization reports.

Allotment Organization Level

Enter the level of the allotment budget organization to which this organization reports.

Reporting Organizations

1-12

Enter the appropriate organization values for the higher level organizations to which this organization reports, as defined by the organizational tree. For example, if this is a level 4 organization, enter the organization values for levels 1, 2 and 3 in fields 1-3.

Options and Controls

Job Number Required on Spending

Default is Not Applicable [blank] . Defines whether job numbers are required on spending transactions for this organization. Valid values are:

Not Applicable [blank]

None [N]

Req if Job Number Spending is Req on Activity [A]

Req on Pre-Encumbrance Transactions [1]

Required on Encumbrance Transactions [2]

Required on Expenditure Transactions [3]

For more information, see the User's Guide .

Sub-Organization Required on Spending

Default is Not Applicable [blank] . Defines if sub-organization values are required on spending documents for this organization. Valid selections are:

Not Applicable [blank]

Required [Y]

Not Required [N]

Req on Pre-Encumbrance Transactions [ 1]

Req on Encumbrance Transactions [2]

Req on Expenditure Transactions [3]

For more information, refer to the User's Guide .

Job Number Required on Revenue

Defaults to Not Applicable [blank] . Defines if job numbers are required on revenue documents for this organization. Valid selections are:

Not Applicable [blank]

Required [Y]

Not Required [N]

Req if Job Number Revenue is Req on Activity [A]

For more information, refer to the User's Guide .

Sub-Organization Required on Revenue

Defaults to Not Applicable [blank] . Defines if sub-organization codes are required on revenue documents for this organization. Valid selections are:

Not Applicable [blank]

Required [Y]

Not Required [N]

For more information, refer to the User's Guide .

Inventory Organization

Default is cleared [ N ]. Select [Y] to indicate that the organization is an inventory organization.

Special Organization Approvals

Default is cleared [ N ]. Select [ Y ] if this organization has its own approval requirements that override the default approvals established for each document type.

Multi-Year Budgeting

Default is cleared [ blank ]. Not used in MARS.

Exclude Budget Preparation

Default is cleared [ N ]. Select [ Y ] if budget preparation is excluded for only this organization. Leave cleared [ N ] if budget preparation is included for this organization. If both Exclude Budget Preparation on Agency (AGC2) and this checkbox are cleared [ N ], then the system creates a budget preparation entry.

Grant Indicator

Default is Not a Grant [N] . This field indicates if this organization is associated with a grant. Valid values are:

Advanced Grant [A]

This organization represents a grant in the Advanced Grant Subsystem.

Organization Method Grant [Y]

This organization represents a grant in the base system.

Not a Grant [N]

This organization does not represent a grant.