Overview
The organizationLoadJob updates the Organization table:
- Organizations that are included in the file, but are not in the Organization table, will be added.
- Organizations that are inactive and included in the file will be activated.
- Active organizations no longer included in the file will be inactivated.
NOTE: Business rules are not applied when processing the file. Requiredness is indicated in the table below based on required fields when creating the Organization via the application.
XML File Layout
Keep the following points in mind:
- The OrganizationLoad file must begin with the standard XML version line.
- The root (first) tag for Organization files must be the <organizationLoad> tag, and the file must contain only one <organizationLoad> tag. This tag also contains attributes that identify the schema the document adheres to:
- Following the <organizationLoad> tag is the <organization> tag, the <organization> tag can be repeated multiple times for each Organization that needs to be processed.
- Access a sample file here.
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Name |
Required |
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<?xml version="1.0" encoding="UTF-8"?> |
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<organizationLoad xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="https://github.com/KualiCo/financials-schemas/tree/main/organizationLoad/v1 https://github.com/KualiCo/financials-schemas/tree/main/organizationLoad/v1/schema.xsd" xmlns="https://github.com/KualiCo/financials-schemas/tree/main/organizationLoad/v1"> |
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<organization> |
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<organizationCode> |
Yes |
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<chartOfAccountsCode> |
Yes |
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<organizationManagerUniversalId> |
Yes - Principal ID |
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<organizationName> |
Yes |
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<organizationDefaultAccountNumber> |
No- Required when Org Type is not in parameter ACCOUNT_NOT_REQUIRED |
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<responsibilityCenterCode> |
Yes |
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<organizationPhysicalCampusCode> |
Yes |
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<organizationTypeCode> |
Yes |
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<organizationLine1Address> |
Yes |
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<organizationLine2Address> |
No |
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<organizationCityName> |
Yes |
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<organizationStateCode> |
Yes |
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<organizationZipCode> |
Yes |
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<organizationCountryCode> |
Yes |
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<organizationBeginDate> |
Yes |
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<organizationEndDate> |
No |
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<reportsToChartOfAccountsCode> |
Yes |
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<reportsToOrganizationCode> |
Yes |
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<active> |
Yes - Y/N |
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<organizationPlantAccountNumber> |
Yes |
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<campusPlantAccountNumber> |
Yes |
| <organizationPlantChartCode> |
Yes |
| <campusPlantChartCode> |
Yes |
| </organization> | |
| </organizationLoad> | |
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