Organization ChartField

Design

Organization ChartField identifies the organizational entity associated with a transaction. Organization ChartField tracks information according to a structural breakdown (i.e., division, bureau, section) or operating unit of the agency. Organization values are ten (10) characters in length and are established based on the organizational structure defined by each agency.

The following design considerations are applied when defining an Organization in Florida PALM:

• Organization values are agency specific and available only for transactions within the agency. These values are not shared across agencies.
• Organization values must be unique within a GL Business Unit
• Organization is required on all transactions
• Organization is used to assign security to users within designated modules
• To aid in reporting, and budgeting, Organization Trees will be configured

Organization values can be classified as one of the following types:

• Budgetary Organization value – used to record budget entries for budget allotments and revenue estimates only in the Commitment Control module; not accessible or viewable in source modules
• Transactional Organization value – used to record financial accounting entries or budget entries for allotments

The Tree configuration feature creates and maintains hierarchical relationships between appropriate Organization values. This allows for roll-up reporting at summarized levels and the translation of budget from the summary level values to detail level values. A simplified example of an Organization Reporting Tree is shown in table, which shows sample agency, division, bureau, section, and unit value levels.

Assumptions

The following assumptions are considered when defining an Organization:

• Agencies create Organization values for the agency’s organizational structure that includes only valid segments of the organization (per section 20.04(3) (a-d), F.S.)
• System security will be assigned based on organizational structure and at the request of an agency
• Organization values will be placed on applicable tree(s) for budget translation and reporting purposes
• Business Unit values should not be included in the Organization values

Maintenance

Organization ChartField values are maintained by each agency. Agencies initiate the add or inactivation of Organization values. Organization Trees are maintained centrally by DFS. When new Organization values are needed, agencies will submit the ChartField Structure Request to DFS to have the value configured and added to the appropriate Tree.

Version History