Chart of Accounts Parameters

Functionality	Parameter Name	Purpose	Sample Values	Allow or Deny
Account	ACCOUNT_TYPE_BENEFIT_RATE	Benefit Rate Category Code that will default on the Account document based on the Account Type. Format: Account Type=Benefit Rate Category Code, for example, DT=AA;A1=BB,CC, etc.	EN=AA;CG=BB	A
Account	BENEFIT_RATE	Benefit Rate Category Code that will default on the Account document. The default is used when the ACCOUNT_TYPE_BENEFIT_RATE does not apply to an account. – (two dashes) implies the category code is not applicable. The default cannot be null.	--	A
Account	CAPITAL_ASSET_SUB_FUNDS	Sub fund groups that require that the Building Campus Code and Building Code be completed on the Account document.	PFCMR	A
Account	CG_FUND_IND	When set to Y the parameter CG_VALUE should have a value that represents a fund group. When set to N then CG_VALUE should have a value that represents a sub-fund group.	Y	A
Account	CG_RESPONSIBILITY_ID	The upper range for the Contracts & Grants Responsibility Id on Contracts & Grants Accounts. The minimum is 1. CG Responsibility ID is set on the Account to route documents to Contracts & Grants. The assignees for each CG Responsibility ID is assigned via the Role document to the Contracts & Grants Processor role.	17	A
Account	CG_VALUE	Identifies the Fund or Sub Fund that will require that the Contracts & Grants and Indirect Cost Recovery tabs be completed on the Account document. Used in conjunction with CG_FUND_IND.	CG	A
Account	DERIVED_ROLE_MEMBER _INACTIVATION_NOTIFICATION _EMAIL_ADDRESSES	The e-mail address to send a notification to when a member of an account derived role - Fiscal Officer, Account Supervisor, Fiscal Officer Primary Delegate, or Fiscal Officer Secondary Delegate - is inactivated.	[e-mail]	A
Account	EXPIRATION_BACKDATING_FUNDS	Fund groups that allow backdating of the expiration date on the Account document.	CG	A
Account	INCOME_STREAM_FUNDS	Fund groups that require that the income stream account be completed on the Account document.	GF;CG	A
Account	INCOME_STREAM_SUB_FUNDS	Sub fund groups that do not require that the income stream account be completed on the Account document when it would normally be required based on the value in INCOME_STREAM_FUNDS.	MPRACT	D
Account	PREFIXES	Restricts what an Account number can start with. For example, setting the parameter value to 3;00 will prevent account numbers from starting with 3 or 00.	3;00	D
Account	SOURCE_OF_FUNDS_IND	When set to Y the Source of Funds field will display on the Account document.	Y	A
Account Delegate Global	ACCOUNT_DELEGATES_LIMIT	The maximum number of account delegates that can be added to the Account Delegate Global document. Calculated by multiplying account delegates with accounts.	5000	A
AddPriorYearAccountsStep	PRIOR_YEAR_ACCOUNTS	List of accounts created after the start of a new fiscal year, that need to be added to the Prior Year                 Account table by the batch job addPriorYearAccountsJob. Format:                 coaCode1-accountNumber1;coaCode2-accountNumber2;coaCode3-accountNumber3" and so on; for example, the                 value "BL-0142900;BA-1111111;UA-1000000" defines 3 accounts to be added.		A
Module Lock	MODULE_LOCKED_IND	When set to Y the Chart of Account module is unavailable. The modulesUnlockJob and modulesLockJob batch jobs can be used to lock and unlock all the modules at one time.	N	A
Object Code	INVALID_OBJECT_CODES	Invalid Object Code values.	0000	D
Offset Definition	DOCUMENT_TYPES _REQUIRING_ACTIVE _OBJECT_CODES	Defines the relationship between Document Type(s) and Object Code status (active/inactive) when creating a new offset definition.	ARIN;ARNI;ARIM;BC	A
Offset Definition	USE_FLEXIBLE_OFFSET_IND	This allows the system to redirect offset entries to another specified account when enabled (Y). The Offset Account Maintenance Document defines the offset account for an object code/account combination. When not enabled (N)?the offsets are applied to the same account as the original transaction, under a different object code as defined in the Offset Definition table.	N	A
Organization	ACCOUNT_NOT_REQUIRED	Default account number is not required when creating organizations with the organization types specified in this parameter. Setting this parameter will avoid a chicken/egg situation where the value for the default account cannot be created until the organization exists.	C;U	A
Organization	REPORT_TO_SELF	Organization Type that can / must report to itself when creating a new organization. This parameter should only contain one Organization Type; more will cause problems in the system. The system will only allow one Organization with this Organization Type, thus ensuring that there is a single Organization at the top of the hierarchy that all others report to.	U	A
Organization Reversion	BUDGET_REVERSION _DEFAULT_BALANCE_TYPE	The balance type to use on the budget reversion ledger entries generated by the Organization Reversion process. In the base Kuali installation, RE is a balance type that end users won't typically be aware of. This allows entries to be posted as an audit trail, but typically doesn't appear on reports or balance inquiry screens.	RE	A
Organization Reversion	CARRY_FORWARD_OBJECT_CODE	The object code used to balance the budget ledger entries generated by the Organization Reversion process when carrying forward budget to the new fiscal year.	110	A
Organization Reversion	CASH_REVERSION _DEFAULT_BALANCE_TYPE	The balance type to use on the cash reversion ledger entries generated by the Organization Reversion process. In the base Kuali installation, NB is a balance type that end users won't typically be aware of. This allows entries to be posted as an audit trail, but typically doesn't appear on reports or balance inquiry screens. ?	NB	A
Organization Reversion	DEFAULT_DOCUMENT _NUMBER_PREFIX	The literal placed at the beginning of the document number for the Organization Reversion ledger entries. The process takes this literal and appends the account number to create multiple document numbers for posting. Then in the event of a scrubber error, only the transactions for a given account number (and not the entire feed) are rejected and need correcting. ?	AC	A
Organization Reversion	MANUAL_FEED_ORIGINATION	The system origination code to use on the ledger entries generated by the Organization Reversion process.	MF	A
Organization Reversion	SELECTION_1	Fund group code(s) that should be included in the Organization Reversion Selection.	account.subFundGroup.fundGroupCode=GF	A
Organization Reversion	SELECTION_2	Organization codes that should be excluded from Organization Reversion Selection.	account.organizationCode=BALS;RESV	D
Organization Reversion	SELECTION_3	Object codes that should be excluded from Organization Reversion Selection.	objectCode=9890;9891;9892;9893	D
Organization Reversion	SELECTION_4	Sub fund group codes that should be excluded from Organization Reversion Selection.	account.subFundGroupCode=MPRACT	D
Organization Reversion	SELECTION_5	Chart of Accounts codes that should be excluded from Organization Reversion Selection.	account.chartOfAccountsCode=	D
Organization Reversion	SELECTION_6	Account numbers that should be excluded from Organization Reversion Selection.	account.accountNumber=	D
Organization Reversion	UNALLOCATED_OBJECT_CODE	Defines the object code to use for carry-forward if the Carry Forward by Object Code Indicator is not checked in the Organization Reversion Maintenance Document.	7900	A
Organization Reversion Category	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_CONSOLIDATIONS _BY_ORGANIZATION_REVERSION_CATEGORY	Object consolidations to exclude for a given organization reversion category.		D
Organization Reversion Category	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_LEVELS _BY_ORGANIZATION_REVERSION_CATEGORY	Object levels to exclude for a given organization reversion category.	C02=HRCO	D
Organization Reversion Category	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_SUB_TYPES _BY_ORGANIZATION_REVERSION_CATEGORY	Object sub types to exclude for a given organization reversion category.		D
Organization Reversion Category	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_TYPES _BY_ORGANIZATION_REVERSION_CATEGORY	Object types to exclude for a given organization reversion category.		D
Organization Reversion Category	EXTENDED_DEFINITIONS _EXPENSE_CATEGORIES	Organization reversion categories that represent expenses where variance is calculated as budget minus actual minus encumbrance. Categories not listed are assumed to be income categories and variance is calculated as actual minus budget.	C01;C02;C03;C04;C05;C06;C08;C09;C10	A
Organization Reversion Category	EXTENDED_DEFINITIONS _INCLUDE_OBJECT_CONSOLIDATIONS _BY_ORGANIZATION_REVERSION_CATEGORY	Object consolidations to include for a given organization reversion category.	C01=CMPN;C02=CMPN;C03=SCHL; C04=CPTL;C05=RSRX;C06=TRSF; C07=TRSF;C08=TRVL;C09=GENX,IDEX; C10=ASEX;C11=ASRE,IDIN,OTRE,SAPR,STFE	A
Organization Reversion Category	EXTENDED_DEFINITIONS _INCLUDE_OBJECT_LEVELS _BY_ORGANIZATION_REVERSION_CATEGORY	Object levels to include for a given organization reversion category.	C01=HRCO	A
Organization Reversion Category	EXTENDED_DEFINITIONS _INCLUDE_OBJECT_SUB_TYPES _BY_ORGANIZATION_REVERSION_CATEGORY	Object sub types to include for a given organization reversion category.		A
Organization Reversion Category	EXTENDED_DEFINITIONS _INCLUDE_OBJECT_TYPES _BY_ORGANIZATION_REVERSION_CATEGORY	Object types to include for a given organization reversion category. Format of list is organization reversion category 1=object type 1, object type 2;organization reversion category 2=object type 3,object type 4,object type 5.	C06=TE,EX,EE,ES; C07=TI,IN,CH,IC	A
UpdatePriorYearDataStep	RUN_DATE	The run date (in format MM/DD/YYYY ) to run the update prior year data job.	7/11/2019	A
Prior Year Accounts	PRIOR_YEAR_ACCOUNTS	The list of accounts created after the start of a new fiscal year, that need to be added to the Prior Year Account table by the batch job addPriorYearAccountsJob. Format: coaCode1-accountNumber1;coaCode2-accountNumber2;coaCode3-accountNumber3" and so on; for example, the value "BL-0142900;BA-1111111;UA-1000000" defines 3 accounts to be added.		A
Prior Year Accounts	RUN_DATE	The run date (in format MM/DD/YYYY ) to run the update prior year data job.		A