UAFR and AITS have partnered to develop two new EDDIE reports that help identify dependencies (such as payroll appointments or PCard assignments) tied to fund or program codes. These reports will be especially helpful when planning to terminate a fund or program code, as it is essential to identify and clear all dependencies prior to submitting a termination request to UAFR.
See below for guidance on how to utilize these two new reports:
- Log into EDDIE.
- Navigate to Finance Standard Reports and locate the following two reports (one for fund codes and one for program codes):
- FIDR_Fund_Code_Dependency_Report_for_Termination_Request
- FIDR_Program_Code_Dependency_Report_for_Termination_Request
- Each report displays dependencies associated with the selected fund or program code, including payroll appointments, PCard/TCard assignments, active detail codes, open purchase orders, and operating or general ledger balances.
- Before submitting a termination request, run these reports to ensure all dependencies have been identified, so that you can clear them before submitting your termination request. UAFR cannot terminate a code until all dependencies are cleared.
- These reports may also be helpful when making organizational changes (such as moving a fund or program code to a different department) by allowing you to view any dependencies tied to a particular fund or program code to ensure they are still appropriate prior to making the organizational change.
- For additional guidance on running these reports and resolving dependencies, refer to the job aid in the following link:
Contact
For further assistance, feel free to reach out to one of the applicable subject matter experts within the Business and Finance Who to Ask list.
