Example

The University of Kuali needs to track expenses associated with a new service provided in the current fiscal year by existing organization A. The new service will then be taken over by organization B in the next fiscal year. The expenses will be tracked using the new account 123.

A maintenance user for Organization A uses a Chart Account maintenance document to create the account 123 and assign Organization A as the Organization code.

Assuming the Budget Construction Genesis process has been previously run to initialize the next year's budget, Organization B uses a Budget Construction Account Reports maintenance document to create a new mapping for the account 123 and assign the Reports To Organization as Organization B. If the Budget Construction Genesis process has not yet run to initialize the next year's budget, Organization B must wait for the process to run; then it uses a Budget Construction Account Reports maintenance document to edit the existing mapping for the account 123 and assign the Reports To Organization B.

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Appointment Funding Duration