Position Funding Manage Data Requirements
Position Funding Data Overview
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.