Name R/O/C Enter Request Type R The initial letter of your request type (e.g. for ADD), or “A” select from the drop-down menu. Note: The following options are available: ADD, MODIFY, DISABLE, and RE-ENABLE. Segment Type R The initial letter of the segment type (e.g., for ROOT), or “R” select from the drop-down menu. Note: The following options are available: ORG, FUND, ACTIVITY, SUBACTIVITY, and ROOT. OBJECT values can only be requested by Client Services. R The 5-digit faculty root value that you are requesting. Select the Type of Value. Once a value has been set up in CSMA as a particular type, it cannot be altered later. For example, a value cannot be set up as B-Budget-only Child and then changed to allow posting at a later date. If You Select Then Go To (Allow budgeting and Click . Step 6 posting) B-Budget-only Child (Allow Click . Review the budgeting, but not posting) ADD building Note: Budget-only screens are the same root, as ADD Child screens, but have limited Step 16 choices and derived fields. CSMA will open the appropriate input screens needed to complete your request. P-Parent (No budgeting and no Click . “Requesting posting Non-RSO Fund Note: Parent requests display the same Values” work two screens for all value, segment, and instruction, type requests. CSMA will open the Step 25 appropriate input screens needed to complete your request. CSMA will validate the value you are requesting at this point. If valid, CSMA will proceed with your request by displaying the screens necessary to complete it. If invalid, you will receive an error message requesting that you enter a valid value. Validation in CSMA is an ongoing process from this point forward until your request is approved.
Name R/O/C Enter Request Type R The initial letter of your request type (e.g. “A” for ADD), or select from the drop-down menu. Note: The following options are available: ADD, MODIFY, DISABLE, and RE-ENABLE. Segment Type R The initial letter of the segment type (e.g., “R” for ROOT), or select from the drop-down menu. Note: The following options are available: ORG, FUND, ACTIVITY, SUBACTIVITY, and ROOT. OBJECT values can only be requested by Client Services. R The 5-digit faculty root value that you are requesting. Select the Type of Value. Once a value has been set up in CSMA as a particular type, it cannot be altered later. For example, a value cannot be set up as B-Budget-only Child and then changed to allow posting at a later date. If You Select Then Go To (Allow budgeting and posting) Click . Step 6 B-Budget-only Child (Allow budgeting, but not posting) Click . Note: Budget-only screens are the same as ADD Child screens, but have limited choices and derived fields. CSMA will open the appropriate input screens needed to complete your request. Review the ADD building root, Step 16 P-Parent (No budgeting and no posting Click . Note: Parent requests display the same two screens for all value, segment, and type requests. CSMA will open the appropriate input screens needed to complete your request. “Requesting Non-RSO Fund Values” work instruction, Step 25 CSMA will validate the value you are requesting at this point. If valid, CSMA will proceed with your request by displaying the screens necessary to complete it. If invalid, you will receive an error message requesting that you enter a valid value. Validation in CSMA is an ongoing process from this point forward until your request is approved.
requesting_root_values.docx