Requesting Org Values

WorkInstruction

RequestingOrgValues

Purpose

Use this procedure to request one of thefollowingactionsforanorgvalue:

•Add(anewvalue)

•Modify (an existing value)

•Disable (anexisting value)

•Re-enable(adisabledvalue)

Prerequisites

•YouhavebeenassignedaCSMAresponsibility

(e.g. HRVD^CSMA^DIV^AllNoGFENSL^Req).

•You are requesting valuesallowed by this responsibility.

Helpful Hints

Usethesekeyboardshortcutskeytospeedyourwork:

•%:Wildcard(onlyusewhensearchinginalistofvalues)

•Shift+Ctrl+F9: Prompt/Value List of Values.

Do notuse thecommonlyusedOraclefunctionkeys(e.g. F11EnterQuery, Ctrl F11 ExecuteQuery,Ctrl S Save). They arenotappropriateforCSMAforms.

Procedure

1.Select yourCSMAresponsibility to open the CSMA application.

The system will open yourCSMANavigatorScreen.

CSMANavigatorScreen

2.If you have not already createda TopTenList, you may want to takea moment to doso.

TheTopTenListis anOracle option that some people find useful.You do nothave to createaTopTenList;youcanalways opentheformsandscreensbydouble-clicking thelinksintheleft-handwindow.

3.To createaTopTenList, clicktoopenallthechoicesavailable.

4.Clickontheformorscreentypeyouwanttoaddtoyour TopTenList.

CSMANavigatorScreen-TopTenList

5.Clickto move yourselection to the TopTenList. Repeat asrequired to complete your list.

Oracle will number each transaction type consecutively as you add it to your list.

Naming conventions will also apply; youwill notice that item names will changeas you move them from the left-hand box to the right-hand TopTenList(e.g., if youselect “RequestEntry”firstitwillchangeto“1.CreateNewRequest”).

6.Double-clickRequestEntry(or 1. CreateNewRequest) toopenanewrequest.

CSMA–CreateNewRequest

The following steps illustrate an ADD fora child-level org value. If you select MODIFY orRE-ENABLE,youwillencounterCSMAscreensrequestingthesameinformation. Complete them as you would if addinga value. Forinformation on DISABLE, refer to the“DisablingChartValuesinCSMA”quickreference.

7.Complete the following fields [the R/O/Ccolumnwill indicate whether the fieldisrequired(R),

optional(O),or conditionallyavailable(C)]:

Alwaysuse the Tabkey to move from field to field in CSMA.

Field Name / R/O/C / Enter
Request Type / R / The initial letter of your request type (e.g., “A” for ADD), or selectfromthedrop-downmenu.
Note: The following options are available: ADD, MODIFY, DISABLE, and RE-ENABLE.
Segment Type / R / The initial letter of thesegment type (e.g., “O” for ORG), or selectfromthedrop-downmenu.
Note: The following options are available: ORG, FUND, ACTIVITY, SUBACTIVITY, and ROOT. OBJECT values can
only be requested by Applications Administration.
Value / R / The 5-digit org value that is being requested.

WhenCSMAopensaconditionalfield(C)forinput,itmayappearas requiredor optionaldependingonthesegmentandvalueyouarerequesting.Requiredfieldswill appearyellow;optionalfieldswillappearwhite,

8.Select theType of Value.

Oncea valuehas been set up in CSMA asa particular type, it cannot be alteredlater.

Forexample,avaluecannotbesetupas B-Budget-onlyChildandthenchangedto allowpostingatalaterdate.

If You Select / Then / Go To
C-Child(Allowbudgetingand posting) / Click. / Step9
B-Budget-only Child (Allow budgeting, but not posting) / Click. / Step19
P-Parent(Nobudgetingandno posting) / Click.
Note: Fortheorgsegment,financial parentsareatthesuper,mega,giga,or teralevels(eachvaluebeginswithS,M, G, orT respectively). / Step30

CSMA will validate the value you are requesting at this point. If valid, CSMA will proceedwithyourrequest bydisplayingthescreensnecessarytocompleteit.If invalid, you will receive an error message requesting that you entera valid value. ValidationinCSMAisanongoingprocessfrom thispoint forwarduntil your request is approved.

CSMAconductstwospecialvalidationsonADDORGchildrequests:1.)thevalue mustbecoveredbyanactiveorg-fundandorg-activitycrossvalidationrule.2.)the value must fall in the rangeof at least oneactivesuperparentorgvalue.Pleasecheck tomakesure the ADDORGchild value youarerequestingpassesthesevalidations. For org values that will beassociatedwithnewparents, you must first submit the parent values and wait forApps Admintoapproveandloadtheparentsbefore submittingchildrequests associatedwiththoseparents.

CSMA–EnterORGAttributes,ChildExample

9.Complete thefollowing required field(you may also complete theoptional field, if needed).

Dependingon the value you arerequesting, CSMAmay provideadditional required and/oroptionalfieldsandscreens.Requiredfields areyellow; optional fieldsare white, andgrayfields arelocked. In the CSMAManage/ViewRequests, locked mauve fieldsshow thechangesyouhavepreviouslyentered.

Field Name / R/O/C / Enter
Description / R / Theorgdescription.Thetubprefixandacaratareprovided by the system. Follow any additionalnaming conventions that may be used by your tub.
Note: Theorgdescriptionshouldbewritteninmixedcase and may not exceed 50 characters. Donot use these characters: !, #, %, _,*, ?, , \.
See theCoANamingConventions sectioninthe
CSMA UserGuide for more information.
Local Attribute1 / C / A valid local attribute1 code from the picklist.
Note: See theCSMA UserGuide forinformationonaddingor removing values from the picklist.
ORG Abbreviation / O / The org abbreviation in all capital letters
Note: The org abbreviation canbe up to five characters long.

Whenfieldcharacterlimitsarestated(asindescription),remembertoincludespaces, prefixes(e.g., tub and carat), and suffixes (e.g., budget only) in your count.

CSMA–EnterORGAttributes,ChildExamplecontinued

10.Performoneof the following:

If You Want To / Then / Go To
Cancelthis request / Click. / Step11
Save this request andcomplete it later / Click.
Note: Youwillhave21daysfromthe create date tocomplete this request. / Step15
Continue withthis request / Click. / Step12

11.Whenthe Cautionmessage appears, performone of the following:

If You Want To / Then / Go To
Delete this request / 1.Click.
2.CSMA will return you toa refreshed“CreateNewRequest” screen, Step 7.
Note: No part of this request will be saved. / Step7
Cancelthe“DeleteRequest” / Click. / Step10

CSMA–EnterORGAttributesandComments

12.Complete thefollowing required field(you may also complete theoptional field, if needed).

Field Name / R/O/C / Enter
Effective Date / R / The effectivedate of your request. You must enter the date in the Oracle format: DD-MMM-YYYY. CSMA defaults to today’s date.
Note: This isused to identify the fiscal year to whichthe value orattributechangesapply.Thedateenteredherewillnot affect the date the value is available fortransacting.
Comments / O / Your comments, if any.

CSMA–EnterORGAttributesandComments

13.Performoneof the following:

If You Want To / Then / Go To
Cancelthis request / Click. / Step14
Review the org attributesyou have entered for this request / Click.
Note: This button will bringyou to the first attributescreen. / Step9
If You Want To / Then / Go To
Save this request andcomplete it later / Click.
Note: Youwillhave21daysfromthe create date tocomplete this request. / Step15
Save and complete this request / Click. / Step16

14.Whenthe Cautionmessage appears, performone of the following:

If You Want To / Then / Go To
Delete this request / 3.Click.
4.CSMA will return you toa refreshed“CreateNewRequest” screen, Step 7.
Note: No part of this request will be saved. / Step7
Cancelthe“DeleteRequest” / Click. / Step13

CSMASaveforLater–CautionMessage

15.Performoneof the following:

If You Want To / Then / Go To
Save this request for later / 1.Notethenumberofyourrequest.
2.Click.
3.CSMA will return you toa refreshed“CreateNewRequest” screen, Step 7.
Note: Youcancompleteyourrequestby openingitfrom Manage/ViewRequests. / “Usingthe CSMA
Manage/View” work instruction
If You Want To / Then / Go To
Cancelthe“saveforlater”request / Click. / Step10

CSMASubmit–CautionMessage

16.Performoneof the following:

If You Want To / Then / Go To
Submit your request / 1.Note thenumberofyourrequest.
2.Click. / Step17
Cancelthesubmission / Click. / Step13

CSMA–SuccessScreen

17.Performoneof the following:

If You Want To / Then / Go To
Createanewrequest / Click / . / Step7
View details of your request ona printablewebpage / Click / . / Step41

18.Youhavecompletedthistask.

Result

You have submitteda request fora child-levelADDORGvaluethatwillallowforboth budgetingandposting.

CSMA–EnterORGAttributes,BudgetOnly

The following steps illustrate an ADDrequest fora budget-only org value. If you select MODIFY orRE-ENABLE, you will encounterCSMAscreensrequesting the same information. Complete them as you would if addinga value. Forinformation on DISABLE, refer to the “DisablingChart Values inCSMA” quick reference.

19.Complete thefollowing required field(you may also complete theoptional field, if needed).

Field Name / R/O/C / Enter
Description / R / Theorgdescription. The tub prefix,a carat, and the required “Budget Only” suffix areprovided by thesystem. Follow any additionalnamingconventionsthat maybe used by your tub.
Note: Youshould enter theorg description in mixed case. It may not exceed 50 characters.Do notuse these characters:
!, #,%, _, *, ?,, \.
See theCoANamingConventions sectioninthe
CSMA UserGuide for more information.
Local Attribute1 / C / A valid local attribute1 code from the picklist.
Note: See theCSMA UserGuide forinformationonaddingor removing values from the picklist.
ORG Abbreviation / O / The org abbreviation in all capital letters.
Note: The org abbreviation canbe up to five characters long.

Whenfieldcharacterlimitsarestated(asindescription),remembertoincludespaces, prefixes(e.g., tub and carat), and suffixes (e.g., budget only) in your count.

CSMA–EnterORGAttributes,BudgetOnly

20.Performoneof the following:

If You Want To / Then / Go To
Cancelthis request / Click. / Step21
Save this request andcomplete it later / Click.
Note: Youwillhave21daysfromthe create date tocomplete this request. / Step22
Continue withthis request / Click. / Step23

21.Whenthe Cautionmessage appears, performone of the following:

22.Whenthe Cautionmessage appears, performone of the following:

If You Want To / Then / Go To
Save this request for later / 1.Notethenumberofyourrequest.
2.Click.
3.CSMA will return you toa refreshed“CreateNewRequest” screen, Step 7.
Note: Youcancompleteyourrequestby openingitfrom Manage/ViewRequests. / “Usingthe CSMA
Manage/View” work instruction
Cancelthe“saveforlater”request / Click. / Step20

CSMA–EnterORGAttributesandComments,BudgetOnly

23.Complete thefollowing required field(you may also complete theoptional field, if needed).

24.Performoneof the following:

If You Want To / Then / Go To
Cancelthis request / Click. / Step25
Review the org attributesyou have entered for this request / Click.
Note: This button will bringyou to the first attributescreen. / Step19
Save this request andcomplete it later / Click.
Note: Youwillhave21daysfromthe create date tocomplete this request. / Step26
Save and complete this request / Click. / Step27

25.Whenthe Cautionmessage appears, performone of the following:

If You Want To / Then / Go To
Delete this request / 4.Click.
5.CSMA will return you toa refreshed“CreateNewRequest” screen, Step 7.
Note: No part of this request will be saved. / Step7
Cancelthe“DeleteRequest” / Click. / Step24

26.Whenthe Cautionmessage appears, performone of the following:

CSMASubmit–CautionMessage

27.Performoneof the following:

If You Want To / Then / Go To
Submit your request / 1.Note thenumberofyourrequest.
2.Click. / Step28
Cancelthesubmission / Click. / Step24

CSMA–SuccessScreen

28.Performoneof the following:

If You Want To / Then / Go To
Createanewrequest / Click / . / Step7
View details of your request ona printablewebpage / Click / . / Step41

29.Youhavecompletedthistask.

Result

YouhavesubmittedarequestforanADDORG,budget-onlyvalue.Thisvaluewillallowfor budgetingbutnotposting.

CSMA–EnterPARENTAttributes

The following steps illustratea MODIFYrequest foraparent-level org value. If you select ADD,DISABLE, or RE-ENABLE,you will encounter CSMAscreensrequesting the same information. Complete them as you would for modifyingavalue.

30.Complete thefollowing required field(you may also complete theoptional fields, if needed).

Field Name / R/O/C / Enter
Description / R / Theorgdescription.Thetubprefixandacaratareprovided by the system. Follow any additionalnaming conventions that may be used by your tub.
Note: Do notuse thesecharacters: !, #, %, _, *, ?,, \.
See theCoANamingConventions sectioninthe
CSMA UserGuide for more information.
ValuesAssociated with this Parent / O / Theorgvalues tobeassociatedwiththisparentvalueand what you want done with them (e.g., “Please removevalues
…”).If no instructions areprovided,ADDINGthevalueslisted will be assumed.
Note: This field will bea required (R) field for ADDrequests.
Local Attribute1 / C / A valid local attribute1 code from the picklist.
Note: See the CSMA User Guide forinformationonaddingor removing values from the picklist.
Local Attribute2 / C / A valid local attribute2 code from the picklist.
Note: See the CSMA User Guide forinformationonaddingor removing values from the picklist.
ORG Abbreviation / O / The org abbreviation in all capital letters.
Note: The org abbreviation canbe up to five characters long.

Dependingon the value you arerequesting, CSMAmay provideadditional required and/oroptionalfieldsorscreens.Requiredfieldsare yellow,optional fieldsarewhite.

Whenfieldcharacterlimitsarestated(asindescription)remembertoincludespaces, prefixes(e.g., tub and carat), and suffixes (e.g., budget only) in your count.

CSMA–EnterPARENTAttributes

31.Performoneof the following:

If You Want To / Then / Go To
Cancelthis request / Click. / Step32
Save this request andcomplete it later / Click.
Note: Youwillhave21daysfromthe create date tocomplete this request. / Step33
Continue withthis request / Click. / Step34

32.Whenthe Cautionmessage appears, performone of the following:

33.Whenthe Cautionmessage appears, performone of the following:

If You Want To / Then / Go To
Save this request for later / 1.Notethenumberofyourrequest.
2.Click.
3.CSMA will return you toa refreshed“CreateNewRequest” screen, Step 7.
Note: Youcancompleteyourrequestby openingitfrom Manage/ViewRequests. / “Usingthe CSMA
Manage/View” work instruction
Cancelthe“saveforlater”request / Click. / Step31

CSMA–EnterPARENTAttributesandComments

34.Complete thefollowing required field(you may also complete theoptional field, if needed).

35.Performoneof the following:

If You Want To / Then / Go To
Cancelthis request / Click. / Step36
Review theparent attributes you haveenteredforthisrequest / Click.
Note: This button will bringyou to the first attributescreen. / Step30
Save this request andcomplete it later / Click.
Note: Youwillhave21daysfromthe create date tocomplete this request. / Step37
Save and complete this request / Click. / Step38

36.Whenthe Cautionmessage appears, performone of the following:

37.Whenthe Cautionmessage appears, performone of the following:

CSMASubmit–CautionMessage

38.Performoneof the following:

If You Want To / Then / Go To
Submit your request / 1.Note thenumberofyourrequest.
2.Click. / Step39
Cancelthesubmission / Click. / Step35

CSMA–SuccessScreen

39.Performoneof the following:

If You Want To / Then / Go To
Createanewrequest / Click / . / Step6
View details of your request ona printablewebpage / Click / . / Step41

40.Youhavecompletedthistask.

Result

YouhavesubmittedarequestforaMODIFYORGparent value.This valuedoes not allow for budgetingorposting.

CSMA–PrintRequestDetail

41.Thebuttonwillopenaprintablewebpagewithdetails ofyourrequest.

Youcanviewthisinformationonlineorprintthereport.Theexampleshownaboveisfromthe Budget-only value requested in Steps 19– 29.

SincethisreportdoesnotopenwithinOracle,youmayneedtoopenitusingthetask bar at the bottom of your screen.

42.Youhavecompletedthistask.

Result

YouhaveopenedtheCSMARequestDetailReport for your current request.

This page isintentionally left blank.