Positions are optionally associated with one or more accounts with an associated percentage.
Positions Funding Data Elements
|
Element |
Description |
Example |
|---|---|---|
|
Position Code |
Unique Identifier for a position, often a position control number or position number. |
4158 |
|
Account Code |
The full account string for this position’s funding. |
10-106-110-1000 |
|
Percentage |
The allocation percentage of this position’s cost to this account code. |
50 |
|
Start Date |
The first date this funding relationship is valid for. |
2014-07-05 |
|
End Date |
The last date this funding relationship is valid for. |
2019-06-30 |
Each account_code must already be present in Manage financial data. The end_date can be NULL and is expected to be updated when this funding source is no longer being used to pay for this position. Position funding is unique by position_code, account_code and start_date. All other data elements both percentage and end_date are updated when the other three data elements are matched. No position should have active funding that exceeds 100 when summing all percentages.
Positions Funding Data Validations
-
position_code, account_code, percentage, and start_date are not null.
-
position_code, account_code, and start_date are unique.
-
percentage is between 0 and 100.
-
start_date less than end_date OR end_date is NULL.
-
position_code matches an existing position.
-
account_code matches an existing account.
-
All active (now is between start_date and end_date) funding for the same position
adds to 100.