STATE OF NEBRASKA
STATE ACCOUNTING DIVISION
Items to check before inactivating a Business Unit (BU):
· Check for unposted batches
Post or delete unposted transactions for a
business unit before inactivating. One way to check this is using the Account
· See if the BU is used as an Interest Business Unit
In the General Accounting role, use the path General Accounting > Organizational Structure > Chart of Accounts and select Chart of Accounts Inquiry to see if a BU is used as an interest BU. Enter 111100 in the QBE line above Object Account and the business unit number you want to check in the QBE line above Account Cat 21, then click Find. Any fund that appears on the screen is currently being used as an interest business unit. Before the next OIP interest distribution, complete an Investment Authorization Form and send to State Accounting or send an email to firstname.lastname@example.org with “Investment Authorization” in the subject line, as indicated on our Agency Contact page, that contains the information on the investment authorization form, so that interest is properly credited to the fund.
· See if the BU is a Fixed Asset Responsible Business Unit
In the Fixed Assets role, use the path
Fixed Assets > Fixed Assets – Statewide > Add Fixed Asset and select
Asset Master Information to see if a BU is used as a responsible business unit.
Enter the business unit you want to check in the QBE line above Responsible
Business Unit, then click Find. Any assets that appear on the screen will need
to be transferred to a new responsible business unit and a new depreciation business unit. Follow the work instructions
on the NIS Training Manual site under Fixed
Assets for Transferring an Asset Intra-Agency to change the responsible and
depreciation business units. We recommend that you establish fixed asset
business units as described in the Account
Structure Manual on the
· Check for open purchase orders
In the Procurement role, use the path Purchasing – Agencies > Inquiries & Reports > Purchasing Reports and select the Open PO Detail by Branch/Plant report (R43632). For data selection, change Order Type to “is not equal to” blank, and enter the business unit number in the Business Unit line. Close any open purchase orders that appear on the report.
· Notify payroll personnel that the BU is being inactivated
Check for current unposted payroll transactions using the method above, then make sure that you notify your agency’s payroll department that a business unit is being inactivated so they may make changes so that future payrolls are not created with this business unit.