Budget Procedure Updates
What are Budget Procedure Updates?
Updates
A combo code is the CHRS equivalent of a ChartField string in PeopleSoft CFS. It is attached to each CHRS position and identifies where the position’s salary expenditures will post to the general ledger.
CPP combo codes have changed as the campus ChartField structure and Chancellor’s Office requirements have evolved:
- Original structure: Department ID, a dash, Fund, Account, four characters of Class, and Program
(e.g., 75000-POM0160130000000602, 29200-POM0160180433630101) - After removal of the Program ChartField: Department ID, a dash, Fund, Account, and all five characters of Class
(e.g., 75000-POM0160130000000, 29200-POM01601804C3363) - New Chancellor’s Office structure: All newly created combo codes will contain Department ID, Fund, Account, and Class—with no dashes, spaces, or other separators between the ChartField values
(e.g., 75000POM0160130000000, 29200POM01601804C3363)
Previously created combo codes containing a dash will remain valid and do not need to be replaced.
As a result, users will see a mix of both formats in HR expenditure reports for payroll actuals, the Tableau HR Position Actuals dashboard, and other reports containing combo codes. Some combo codes will include a dash, while newly created combo codes will not. Both formats are valid.
The discontinuation of the Program Code is now live. Manual entry of the Program Code has been eliminated, and financial transactions should no longer include a Program Code.
The following changes are currently in effect:
- Financial transactions: Program Codes should not be included in any financial transaction.
- Procure-to-Pay (P2P) and Concur: These systems have been configured not to accept a Program Code if one is entered.
- University Accounting Services: Requests containing a Program Code will not be accepted. Requestors will be asked to remove the Program Code and resubmit their requests.
- CHRS positions: All CHRS positions have been updated to remove the Program Code from their combo codes.
- Open purchase orders: Program Codes have been removed from all open purchase orders that previously included them.
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P2P requisitions and punch-outs
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Accounting Revenue and Expense Journal Entry Requests
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Billing Requests Internal processes & templates (e.g., chargebacks)
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Questica: Budget Transfers & Position Budget Adjustments
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CHRS Position/Payroll expenditures
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Student Accounting & Cashiering Services
With the transition to CHRS, legacy position numbers have been replaced with new CHRS position numbers. The following linked document is a crosswalk between the Legacy and CHRS Position Numbers.
With the implementation of the new Student Assistants Bargaining Unit 15, two new job codes have been established.
- Student Assistant 1860 (formerly 1870)
- Student Trainee, On-Campus Work Study 1861 (formerly 1871)
Please note that existing active 1870 and 1871 positions have been updated to 1860 and 1861, respectively. You won't need to request new position numbers to replace your previous 1870 and 1871 positions.