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Table of Contents

Function organization codes are used to define the item's current function organization or activity for which an item is currently being used. It is located under CORE>FunctionsCORE>organizations.  The code can be up to 4 characters (numeric or alpha numeric).  The function organization code is not necessarily the source from which the item was purchased. For example, an asset might be purchased from the general fund, but used in the cafeteria. In this case, the function organization (and fund) code would reflect the cafeteria use.

A district may choose to use USAS function organization codes for the Inventory function organization codes. However, if you do not choose to use the same degree of detail as used for USAS. (less detail), more items will be lumped together on some of the GAAP schedules.

The GAAP schedules require that each item be assigned a functionorganization/activity code. Historical items which are on the system before the GAAP flag is set to 'Yes' are not required to have a function organization code assignment. However, if no function organization code is assigned, these items will appear under an undefined grouping on the GAAP schedules. It is recommended that all items entered on the system be assigned a functionorganization/activity code.

Create a

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organization Code

  1. From the Core menu, select "Functionsorganizations" to display the grid.
  2. Click 
  3. Enter desired information into the function organization code window
    1. CodeRequired field that must be manually entered. This field will allow for a maximum four numeric characters.  
    2. Description is the description entered to define the function organization code.
  4. Click on to add the function organization code.   Click on to cancel out without saving changes.

Search/View a

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organization Code

The Functions grid organizations grid displays existing function organization codes.  You can search for existing function organization codes by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts numerically by Code.  Click on  to generate a quick report based on what you filtered.  Click on any row of the search results to see a highlight view of the record.  Click the view icon  to view a particular function organization code.  

Edit a

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organization Code

NOTE: Only the description of the function code organization code may be edited. 

Tip

If you created a function organization code by mistake or assigned the wrong code and there are no items associated with the function organization code, you must delete the function organization code and create a new one with the correct information.  

To edit an asset class:

  1. Query for desired function organization code
  2. Click on the edit icon  
  3. Make desired description changes
  4. Click on  to post the changes to the system. Click on Close to close the window and return to the grid without saving changes.

Delete a

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organization Code

Delete may be used to delete a function code organization code that does not have any associated Inventory items.  

  1. Query the desired function organization code
  2. Click on the Delete icon 
  3. Confirm you want to delete by clicking on 

More Information on

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organization Codes

MASS CHANGE FUNCTIONorganization/ACTIVITY CODES

The EISCHG mass change program is available if it becomes necessary to mass change the function organization codes on the item records. EISCHG has an option to mass change functionorganization/activity codes. This option allows you to change all items currently on the system with a specified function organization code to have the new specified function organization code. Please refer to the EISCHG chapter for more information on mass changing functionorganization/activity codes.