Chartfield Changes and Maintenance

Directive Statement

This Directive establishes the proper methods of changing and maintaining ChartFields.  When a University department or office undergoes an organizational change, such as a transfer to a new college/VP area or a merger with another unit, it is sometimes necessary to establish new Department ID codes to track its financial activity.

Reason for Directive

There are many transactions (HR, purchase orders, Pcards, etc.) related to a specific ChartFields.  Therefore, changing all of these to the new ChartFields can be labor-intensive, and such changes should be carefully considered.

Who must comply?

All UF departments.

Procedures & Best Practices