Reporting Category (RPTG)

Reporting Category (RPTG) defines general purpose reporting categories for individual agencies. Each agency chooses whether it wants to use the values, and if so, how it wants to use them: what type of data it wants to have summarized by reporting category reports, and what the actual values are. This window also supports the Grant Master (GM) method of creating grants. Budget categories within the grant are identified with reporting category values, within agency.


Fiscal Year	Key field. Enter the last two digits of the applicable fiscal year.
Agency	Key field. Refer to Agency Index (AGCY) for valid values.
Rept Catg	Key field. Enter a reporting category. If adding a new line, enter a value that is unique within agency. If changing or deleting an existing line, enter the affected value.
Name	Optional. Enter the reporting category name. There is no descriptions on reports if this field is left blank. If the entry is created by the Grant Master (GM) document processor, this field infers the grant description from the Grant Master (GM) document.
Source of Funds (Grant)	Conditional. If this grant was established in the system with a Grant Master (GM) document, this field displays the code for the grant that uses this reporting category for budgeting purposes. You may provide the grant number if you are creating an entry for a grant related reporting category.
Grant Ind	Conditional. If this grant was established by a Grant Master (GM) document, Y is displayed. If this grant was established by a Grant Award (GA) document, A is displayed. This field indicates that accounting transactions with this reporting category value are related to a grant and written to the grant ledger at month end.
Project	Optional. Enter the applicable value from Project (PROJ) if the reporting category being defined in this line is associated with a project.