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Financial-Data-field-Modification-forms---Berkeley-Lab-Office-of-

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					FMS Data Field Change Request Chartfield: PROJECT TYPE
Open Change Requested (x) Name of Requestor……………………… Open Type Code…………………………………………. Title ………...……………………………….. Allowed B&Rs : Overhead, NonOverhead, Any……………………… IBA Pool (Mandatory for Non-OH B&R)……………………………… What is the purpose of this project type? Modify/Reopen Close Modify/ Reopen Request Date Effective Date

Which overheads and burdens are applied (list)

Close Code………………………………………….. Which overheads and burdens are applied (list)

APPROVALS (in this sequence) Requesting Dept Manager General Accounting Manager Budget Office Manager Business Analyst Recommendation Business Systems Analysis Mgr

Signature

Date

FMS Data Field Change Request Chartfield: RESOURCE TYPE
Open Change Requested (x) Name of Requestor……………………… Open Code…………………………………………. Title ………...……………………………….. Resource Group Mapping for Planning System (for new RTs) Which overheads and burdens are applied (list) Modify/Reopen Close Modify/ Reopen Request Date Effective Date

Close Code………………………………………….. APPROVALS (in this sequence) Requesting Dept Manager General Accounting Manager Budget Office Manager Business Analyst Recommendation Business Systems Analysis Mgr Signature Date

FMS Data Field Change Request Chartfield: RESOURCE CATEGORY
Open Change Requested (x) Name of Requestor……………………… Open Code…………………………………………. Title ………...……………………………….. Resource Type ………………………………. GL Account ...................…………………. Resource Category Hieararchy LBNL Billing Template Contract Line Type Billing Description Janus Budget Subcategory Code……… Description (what costs will be accumulated in this resource category?) Modify/Reopen Close Modify/ Reopen Request Date

Which overheads and burdens are applied (list)

Close Code………………………………………….. APPROVALS (in this sequence) Requesting Dept Manager General Accounting Manager Budget Office Manager Business Analyst Recommendation Business Systems Analysis Mgr Signature Date

Effective Date

fy/Reopen

FMS Data Field Change Request Chartfield: Fund
Open Change Requested (x) Name of Requestor……………………… Open Code…………………………………………. Title ………...……………………………….. Is this a WFO Fund (Yes/No)…………… Treasury Account Symbol (for WFO Funds) Close Code………………………………………….. APPROVALS (in this sequence) Budget Office Manager Business Systems Analysis Mgr Signature Date Modify/Reopen Close Modify/ Reopen Request Date Effective Date

FMS Data Field Change Request Chartfield: B&R (Class_Field)
Open Change Requested (x) Name of Requestor……………………… Open Code…………………………………………. Title ………...……………………………….. OCL Code…………………………………. Is this a WFO B&R (Yes/No)…………… Close Code………………………………………….. APPROVALS (in this sequence) Budget Office Manager Business Systems Analysis Mgr Signature Date Modify/Reopen Close Modify/ Reopen Request Date Effective Date

FMS Data Field Change Request Chartfield: GL ACCOUNT
Open Change Requested (x) Name of Requestor……………………… Open Account Code…………………………………………. Account Type ………………………………. Account Title ………...……………………………….. BSC Tree Node ………...……………………………….. SGL Tree Node ………...……………………………….. Like Account ...................…………………. Owner/Reconciler……………………… Description (what activity will be accumulated in this account?) Modify/Reopen Close Modify/ Reopen Request Date Effective Date

Close Account Code………………………………………….. Why does this action (open/close/modify) need to be performed?

APPROVALS (in this sequence) Requesting Dept Manager General Accounting Manager Reconciling Dept Manager Business Analyst Recommendation Business Systems Analysis Mgr

Signature

Date

FMS Data Field Change Request Chartfield: MARS CODE
Open Change Requested (x) Name of Requestor……………………… Open MARS Code…………………………………………. Code Title/Purpose ………………………………. MARS BSC (SGL) Account Code (required for BSC tree override)………...…… MARS Asset Status Code………………………………… MARS Asset Type………………………………….. MARS Object Class……………………………… Fund Code………………………………… MARS Summary Class………………………….. B&R………………………………………….. MARS BRN………………………………………… MARS BRN Sub…………………………………….. MARS Program Task MARS Source Doc MARS OPI Code………………………………….. Override default BSC Tree Like MARS Code ...................…………………. Description (what activity will be accumulated in this account?) Modify/Reopen Close Modify/ Reopen Request Date Effective Date

Close MARS Code………………………………………….. Why does this action (open/close/modify) need to be performed?

APPROVALS (in this sequence) Requesting Dept Manager General Accounting Manager Business Analyst Recommendation Business Systems Analysis Mgr

Signature

Date


				
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Description: Financial-Data-field-Modification-forms---Berkeley-Lab-Office-of-