Chart of Accounts (COA) Segment Value Request Form Updated

We have made improvements to the COA Segment Value Request form. This form is now available for download. This form is used to request new segment values or changes to existing segment values.  The following updates were made to the form, along with other minor changes:

• We have added a worksheet for Source segment value requests. 
• On the Organization worksheet, improvements were made to the questions that determine if an HR org needs to be set up.  HR orgs only need to be set up if employees will be assigned to the org (not to be confused with payroll costing) or if the org will be used in a PTA.  Hover text has been added to provide an explanation of HR org assignments. 

Additionally, on the Organization worksheet, the HR planning unit list has been updated as well as the building names.

• A checklist was added for users to confirm all steps are complete to request a value be end-dated. This is now located at the bottom of each worksheet except the Function tab. Reviewing this checklist ensures the value does not have to be temporarily reactivated in the event a pending transaction needs to post. For example, if the value is used to charge payroll and requested to be end-dated prior to that payroll posting to the General Ledger then end-dating the value will cause the payroll processes to fail.
• The cross validation (CV) rule section of each worksheet was removed. If you have a request related to CV rules, please email your request to financecustomercare@ohio.edu. You do not need to submit this form for CV rule requests.
• We have added a worksheet for Source segment value requests. 
• Instruction popups were added or edited throughout the workbook. Please review them to ensure you are up to date on the latest instructions for this form.

Questions? Contact Finance Customer Care at financecustomercare@ohio.edu.