Chart of Accounts Parameters

Functionality	Parameter Name	Purpose	Sample Values	Allow or Deny
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	PREFIXES	Institutionally specified restrictions on account number prefixes (e.g. the account number cannot begin with a 3 or with 00.)	3;00	D
Account	MAXIMUM_ACCOUNT _RESPONSIBILITY_ID	Specifies the upper range for the Contracts & Grants Responsibility Id on Contracts & Grants Accounts. The minimum is 1. Used by the Award route node on transactional documents in conjunction with the KFS-SYS Contracts & Grants Processor role.	17	A
Account	FUND_GROUP _DENOTES_CG_IND	If this parameter is set to Y then the parameter CG_DENOTING_VALUE should have a value that represents a fund group. If set to N, then CG_DENOTING_VALUE should have a value that represents a sub-fund group.	Y	A
Account	CG_DENOTING_VALUE	This is the value of the fund group or sub-fund group that the institution uses for Contracts & Grants accounts. Used in conjunction with FUND_GROUP_DENOTES_CG_IND.	CG	A
Account	INCOME_STREAM_FUNDS	Determines for which fund groups an income stream account is required on the account document.	GF;CG	A
Account	INCOME_STREAM_SUB_FUNDS	Determines for which sub fund groups an income stream account is not required on the account document.	MPRACT	D
Account	DEFAULT_BENEFIT _RATE_CATEGORY _CODE	Defines the default benefit rate category code on the account maintenance document for all accounts. This default code is used when the  DEFAULT_BENEFIT_RATE _CATEGORY_CODE_BY _ACCOUNT_TYPE does not apply to an account. -- (two dashes) implies the category code is not applicable. The default cannot be null.	--	A
Account	DEFAULT_BENEFIT_RATE _CATEGORY_CODE_BY _ACCOUNT_TYPE	Defines the default benefit rate category code on the account maintenance document by account type. The format is Account Type=Benefit Rate Category Code (eg. DT=AA;A1=BB, etc).	EN=AA;CG=BB	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.		A
Account	SOURCE_OF_FUNDS_IND	Determines whether or not the Source of Funds field will display when editing accounts.	Y	A
Account	KC_OVERRIDES_KFS _DEFAULT_ACCOUNT_IND	When this indicator is Y, the values from Kuali Research will override the values in the Contracts & Grants Account Default table.	Y	A
Account	RESEARCH_ADMIN _ACCOUNT_ADDRESS _TYPE	If KFS is integrated with a Research Admin System with multiple award address types (such as Kuali Research) and accounts are being automatically created based on awards in that system, this parameter defines the address type that should be populated as the account address. The first address type listed will be used if a value exists. If not the second will be used and if no address of the second type exists the address of the third type will be used, etc.	ADMIN;PI	A
Account	RESEARCH_ADMIN _AUTO_CREATE_ACCOUNT _WORKFLOW_ACTION	This parameter defines the workflow action that will be taken on an account document automatically generated by an integrated research admin system. The possible parameter values are save submit and blanketApprove.	save	A
Account	EXPIRATION_DATE _BACKDATING _FUND_GROUPS	Fund groups that allow backdating of the expiration date.	CG	A
Account Delegate Global	MAXIMUM_ACCOUNT _DELEGATES	The maximum number of account delegates that can be created on a single document, calculated by multiplying account delegates by accounts.	5000	A
Module Lockout	MODULE_LOCKED_IND	Y/N indicator showing if the chart of account module is currently unavailable for Online Transaction Processing (OLTP). Y means the module is currently locked and cannot be used. N means the module is unlocked and available for use.	N	A
Object Code	OBJECT_CODES	Unallowable values for Object Codes.	N/A;A/L	D
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
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.		A
Organization	ORGANIZATION_TYPES _NOT_REQUIRING _DEFAULT_ACCOUNT	When a new organization is being created, the default account number is not required for these organization types. This is to avoid a chicken/egg situation where the value for the default account cannot be created until the organization exists.	C;U	A
Organization	ORGANIZATION_TYPES _THAT_MUST_REPORT _TO_SELF	Defines the Organization Type that can / must report to itself when creating a new organization.  This parameter should only contain 1 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.	0110	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
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	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT _CONSOLIDATIONS _BY_ORGANIZATION _REVERSION_CATEGORY	Object consolidations to exclude for a given organization reversion category. Format of list is organization reversion category 1=object consolidation 1, object consolidation 2;organization reversion category 2=object consolidation 3,object consolidation 4.		D
Organization Reversion	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_LEVELS _BY_ORGANIZATION _REVERSION_CATEGORY	Object levels to exclude for a given organization reversion category. Format of list is organization reversion category 1=object level 1, object level 2;organization reversion category 2=object level 3,object level 4,object level 5.	C02=HRCO	D
Organization Reversion	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_SUB _TYPES_BY_ORGANIZATION _REVERSION_CATEGORY	Object sub types to exclude for a given organization reversion category. Format of list is organization reversion category 1=object sub type 1, object sub type 2;organization reversion category 2=object sub type 3,object sub type 4,object sub type 5.		D
Organization Reversion	EXTENDED_DEFINITIONS _EXCLUDE_OBJECT_TYPES _BY_ORGANIZATION _REVERSION_CATEGORY	Object types to exclude 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.		D
Organization Reversion	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	EXTENDED_DEFINITIONS _INCLUDE_OBJECT _CONSOLIDATIONS _BY_ORGANIZATION _REVERSION_CATEGORY	Object consolidations to include for a given organization reversion category. Format of list is organization reversion category 1=object consolidation 1, object consolidation 2;organization reversion category 2=object consolidation 3,object consolidation 4.	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	EXTENDED_DEFINITIONS _INCLUDE_OBJECT_LEVELS _BY_ORGANIZATION _REVERSION_CATEGORY	Object levels to include for a given organization reversion category. Format of list is organization reversion category 1=object level 1, object level 2;organization reversion category 2=object level 3,object level 4,object level 5.	C01=HRCO	A
Organization Reversion	EXTENDED_DEFINITIONS _INCLUDE_OBJECT_SUB _TYPES_BY_ORGANIZATION _REVERSION_CATEGORY	Object sub types to include for a given organization reversion category. Format of list is organization reversion category 1=object sub type 1, object sub type 2;organization reversion category 2=object sub type 3,object sub type 4,object sub type 5.		A
Organization Reversion	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
Organization Reversion	SELECTION_1	Fund group code(s) that should be included in the Organization Reversion Selection.	GF	A
Organization Reversion	SELECTION_2	Organization codes that should be excluded from Organization Reversion Selection.	BALS;RESV	D
Organization Reversion	SELECTION_3	Object codes that should be excluded from Organization Reversion Selection.	9890;9891;9892;9893	D
Organization Reversion	SELECTION_4	Sub fund group codes that should be excluded from Organization Reversion Selection.	MPRACT	D
Organization Reversion	SELECTION_5	Chart of Accounts codes that should be excluded from Organization Reversion Selection.		D
Organization Reversion	SELECTION_6	Account numbers that should be excluded from Organization Reversion Selection.		D
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	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
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