This is a reminder that beginning Monday, December 12, UCPath will display the current COA chartfields in a new order that more closely reflects the new Common Chart of Accounts (CCOA), in preparation for UCOP’s deployment of the CCOA across all UC campuses.
It’s important to note that the functionalities of the current chartfields will not change at this time. There are no changes to the types of information that are inputted in each segment; the only difference is the order in which they are entered and displayed on the pages.
The impacted UCPath pages include:
- Funding Entry
- Funding Inquiry
- Salary Cap/MCOP Worksheet
- Salary Cost Transfers
The chartfields on these pages, as well as both historical and new transactions, will be reordered to match the standard:
|UCSB Current Order||UCSB New Order||Common Chart of Accounts (CCOA)|
|1. Combo Code||1. Combo Code||1. Entity|
|2. Location||2. Location||2. Fund|
|3. Sub/Object||3. Fund*||3. Financial Unit|
|4. Account||4. Account*||4. Account|
|5. FS Dept||5. FS Dept*||5. Function|
|6. Fund||6. Sub/Object*||6. Program|
|7. Dept. Project||7. Dept Cost Type*||7. Project|
|8. Sub Override||8. Dept Cost Center*||8. Location / Flexfield|
|9. GL Bus Unit||9. GL Bus Unit||9. Activity / Flexfield|
|10. Dept Cost Type||10. Dept. Project||10. Task / Flexfield|
|11. Dept Cost Center||11. Sub Override||11. Funding Source / Flexfield|
|12. Work Study Cd||12. Work Study Cd||12. Alt Account|
|13. OTC Indicator||13. OTC Indicator||13. OTC Indicator|
* Items marked with an asterisk have moved positions
This is being managed as a part of the UCPath Financials System (FS) Retrofit project and coincides with efforts in UCSB’s Financial Management Modernization program to implement the new CCOA on our campus systems in July 2024.
If you have any questions, please reach out to Jim Corkill, Controller at firstname.lastname@example.org or Allison Inglett, UCPath Service Delivery Manager at email@example.com.