How to Create a New Organization

Complete Video Transcript:

How to use the Finance New FOP system to request a new organization code.

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, create new organization.

To complete the Create New Organization form, start by answering the question - Is this a PI org?

If the answer is Yes, a grant specialist in Accounting Services will need to take over to complete the process.

If the answer is No, continue with the remainder of the form.

Enter the organization by typing the department predecessor name or code and selecting from the active codes that populate.

Enter the name for the requested organization.

The effective date defaults to the beginning of the fiscal year. The date can be changed, but it is not recommended to do so, as the new organization will not be available to add FOP elements or budget before the effective date.

Enter the organization manager. If the intended org manager’s e-paf has not applied yet, they will not be available for selection. In this case, it is recommended to temporarily use the department head as the organization manager. When the intended employee becomes active, request a Financial Manager Change through Finance New FOP.

Enter the purpose for creating the organization.

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.