Chartfield Changes and Maintenance
This Directive establishes the proper methods of changing and maintaining ChartFields. When a University department or office undergoes an organizational change, such as a transfer to a new college/VP area or a merger with another unit, it is sometimes necessary to establish new Department ID codes to track its financial activity.
Reason for Directive
There are many transactions (HR, purchase orders, Pcards, etc.) related to a specific ChartFields. Therefore, changing all of these to the new ChartFields can be labor-intensive, and such changes should be carefully considered.
Who must comply?
All UF departments.
Contact firstname.lastname@example.org for information and forms regarding ChartField maintenance including activating, inactivating, or redefining.
07/31/2020: reviewed content
General Accounting & Financial Reporting: (352) 392-1326
UF Help Desk: (352) 392-HELP