Adding Agency Business Units Lesson


In this lesson you will learn how to add an agency business unit.

 

Navigation:

 

We have listed three ways to navigate to the Add business units process.  This lesson will be using the Accounting navigational steps.

 

Accounting

Accounting > Business Units > Add Business Units.

 

Budget

Budget > Organizational Structure > Business Units > Add Business Units.

 

Grants and Projects

Grants & Projects > Organizational Structure > Business Units > Add Business Units.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Accounting link.

    Step 2
  3. Click the Business Units link.

    Step 3
  4. Click the Add Business Units link.

    Step 4
  5. Click the Add button.

    Step 5
  6. Enter the new business unit into the Business Unit field. Enter "6512345".  

     

    Warning: If you attempt to add a BU (Business Unit) number that already exists, you will be notified of the error by a red background in the Business Unit field.

     

    Note: This is a system required field. The first two digits represent the agency and the last six are used at agency discretion to fit into security groups, to make the BU more user-friendly, or to otherwise assist the agency in organizing BUs. This field should be numeric values only.

    Step 6
  7. Make sure you are on the Revise Single BU tab.

    Step 7
  8. Click in the Description field.

    Step 8
  9. Enter the title or purpose of the business unit, grant, or project into the Description field. Enter "Training Example".

    Step 9
  10. The Parent BU field is optional.  If you wish to tie this business unit to others through a Parent/Child relationship use this field.  

     

    In this lesson we will not use this field.

    Step 10
  11. Click in the Fund field.

    Step 11
  12. Enter a five-digit number representing the source of funding into the Fund field.  Use the Visual Assist tool if necessary. Enter "10000".

    Step 12
  13. Click in the Type Business Unit field.

    Step 13
  14. Enter a two letter code characterizing the source of funding into the Type Business Unit field.  Use the visual assist tool if necessary.  Enter "GS".

    Step 14
  15. Click the More Detail tab.

    Step 15
  16. Description Line 2 and Description Line 3 fields - complete if additional description is required. This is generally completed for 309 projects.  

     

    In this lesson we will not be using these fields.

    Step 16
  17. Click in the Grant/Project Type field.

    Step 17
  18. Enter the appropriate code in the Grant/Project Type field.  Use the visual assist tool if necessary. 

     

    Note: If this is a Grant business unit, and you entered GX or GY in the Type BU field on the Revise BU tab, State Accounting requires you to complete the Grant Number field on the More Detail tab.  

     

    Click the Visual Assist button.

    Step 18
  19. Click the 12 Education Grants option.

    Step 19
  20. Click the Select button.

    Step 20
  21. Click the Cat Codes 1-20 tab.

    Step 21
  22. Complete any of the fields on the Cat Codes 1-20 tab required by your agency.  

     

    In this lesson we are not going to use any of these fields.

    Step 22
  23. Click the Cat Codes 21-40 tab.

    Step 23
  24. Complete any of the fields on the Cat Codes 21-40 and Cat Codes 41-50/AB No tabs required by your agency.

     

    Note: If this is a Grant business unit, and you entered GX or GY in the Type BU field on the Revise Single BU tab, State Accounting requires you to complete the CFDA field on the Cat Codes 21-40 tab. If the CFDA number is not assigned, please contact State Accounting via email (as.stateaccounting@nebraska.gov).

     

    Note: Cat Code 50 (BU Workflow) will default to 1.    

     

    In this lesson we are not going to use any of these fields.

    Step 24
  25. Click the OK button.

    Step 25
  26. Click the Cancel button.

    Step 26
  27. Click in the Business Unit field in the QBE line.

    Step 27
  28. Enter the new business unit number into the Business Unit field. Enter "6512345".

    Step 28
  29. Click the Find button to ensure the business unit was added.

    Step 29
  30. Click the Close button.

    Step 30

You have successfully completed this lesson.

 

Note: All Business Units must be submitted to State Accounting for review. To submit to State Accounting please follow the Business Unit Workflow procedures.

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