段结构 & 订单
The Chart of Accounts (COA) Redesign Project will provide greater visibility into the accounting structure for newbb电子平台. As of October 2015, the Assessment Phase of the current COA usage was completed and a series of future state design sessions were held. In these future state design meetings, the 核心项目组 reviewed internal and external reporting requirements, looked at best practices in designing a new COA, gathered information from other universities’ Chart of Accounts to determine leading practices and to propose a new COA structure. Data from campus interviews and a University wide survey to assess current state COA usage was collected in September 2015 and resulted in recommendations for the COA segment structure and definition. 10月6日, the proposed structure was reviewed with the RC Strategy and RC Technical Groups to validate and determine the order of the segments. This new structure and segment order, which meets the “Who, 什么, 为什么, 在哪里, and How” requirements, is detailed below.
Current Chart of Accounts 段结构
The new COA 段结构
Designed based on current state survey results, Campus interviews, COA 核心项目组 research, and input from the COA Partner Group, RC Strategy and RC Technical Groups. The new Chart of Accounts will introduce two unique account strings, one for the General Ledger and a separate for “Grants”. The Oracle Grants 会计 Module will be used to track what is currently tracked in the Projects module - capital projects and sponsored projects; the Grants module can also be used to track internal awards (research incentives, 启动资金, professional development grants, 等.). Utilizing the Oracle Grants 会计 module will provide the flexibility to track activity both by fiscal year and project period. There will also be a Grants reporting dashboard that will enable faculty and staff to view the status of their projects and awards within 奥比.
General Ledger 段结构
More detailed information is available for each segment:
- Entity definitions
- Source definitions
- Organization definitions
- Activity definitions
- 功能概述
- Object definitions
Grants 会计 段结构
Segment Values are currently being determined by the 核心项目组 and the Chart of Accounts Partner Group. The values will be shared and validated with the RC Strategy and RC Technical Groups and will continue to be fine-tuned throughout the project as the detailed mapping exercise with Planning Units began in December 2015.
Send questions, feedback and input to coa@俄亥俄州.edu