Do you regularly review your unit’s FOPAL codes to see if there are any fund, organization, program, activity, location, or index codes which are no longer used and which are candidates for termination? If so, see below for a few tips to keep in mind when performing these reviews:
- Regularly reviewing your FOPAL codes for potential termination is a good business practice to instill within your reconciliation process. Once these unused codes are identified and terminated, it will save you time and effort during your future reconciliations, as you will no longer have to review these codes during your monthly reconciliations. It will also ensure that misclassified transactions do not accidentally post to these unused FOAPAL codes.
- To submit a termination request, send an email to uas@uillinois.edu with a clear indication of which segment code you would like to terminate. Be sure to include the applicable chart, code, and title to ensure there is no confusion as to which C-FOAPAL segment code needs terminated. Providing a brief description of why you’d like to terminate the FOAPAL code would be helpful as well.
- If you are requesting the termination of a fund or program code, keep in mind that certain conditions must be met before the code can be terminated. For example, the code cannot be terminated until all ties to any of the following items are removed from the code. UAFR can assist you in identifying these items if needed:
- Open encumbrances
- Active payroll appointments or job positions
- Active detail codes
- Active P-Cards or T-Cards
- For further details on the FOAPAL segment termination process, refer to UAFR’s Terminating FOAPAL Segments FAQs.
Contact
If you have additional questions on this termination process, feel free to reach out to the applicable subject matter experts within the C-FOAPAL Questions section of UAFR’s Who to Ask list.
