11/18/2022
TO: UCSB UCPath Transactional Users
FR: UCPath Project Team
RE: Update to UCPath COA Display Order
In preparation for UCOP’s deployment of a Common Chart of Accounts (CCOA) across all UC campuses, beginning Monday, December 12, UCPath will display the current COA chartfields in a new order that more closely reflects the CCOA.
It’s important to note that the functionalities of the current chartfields will not change at this time. There are no changes to the types of information that are inputted in each segment; the only difference is the order in which they are entered and displayed on the pages.
The impacted UCPath pages include:
- Funding Entry
- Funding Inquiry
- Salary Cap/MCOP Worksheet
- Salary Cost Transfers
A job aid is being prepared to provide before and after details of the coming changes. See below for an example of the new chartfield order within a Funding Entry Inquiry.
This is being managed as a part of the UCPath Financials System (FS) Retrofit project and coincides with efforts in UCSB’s Financial Management Modernization program to implement the new CCOA on our campus systems in July 2024.
If you have any questions, please reach out to Jim Corkill, Controller at jim.corkill@bfs.ucsb.edu or Allison Inglett, UCPath Service Delivery Manager at ainglett@ucsb.edu.