How to Request an Organization Name Change

Complete Video Transcript:

How to use the Finance New FOP system to request an organization name change.

From the Finance New FOP home screen, select FOP and Org Maintenance, from either the Common Task side bar or under the Functions dropdown menu.

On the FOP and Org Maintenance screen, select the chart. Then, select, Organization Name Change.

To complete the Organization Name Change form, start by entering the current organization code or name.

Begin typing and select from the active organizations that populate.

Enter the proposed organization name.

Enter the effective date. This may be current or future-dated only.

Then select, Save and Submit.

A notification will appear, stating: record inserted. The request will then route through approvals. Email notifications alert the originator and approvers when actions are required or completed.

To view requests and approvals progress, open the Inbox, located in the Functions dropdown menu or on the home screen under the Common Task side bar.

The status code shows where the request is in the approvals queue. Approved requests will remain visible for 7 days. Rejected requests are automatically removed after 21 days, if no action is taken to resubmit.

Thank you for listening. Accounting Services hopes this video has been helpful.