To create new Financial Aid (FA) Item Types, you must utilize a template with the necessary information to create the item type. Two templates have been made for your use, each designed to accommodate the new accounting fields.

 

COA Template: This template focuses on the Chart of Accounts (COA) and should be used to request Financial Aid Item Types in AIS. There are ten segments associated with the COA. The template (Template to request item type with only COA) attached to this article must be completed per the instructions on the Instructions Tab in the workbook. The COA segments must be accurately entered into the green highlighted columns in the Item_Type_Tbl tab in the workbook and must pass validation in Oracle. All fields on the template should be completed, as this is required to create the item type.

 

POETAF Template: This template focuses on accounts that have a POETAF value. Accounts with POETAF values are usually grants/projects. There are six segments associated with the POETAF. The COA segments associated with these accounts are not required, as the setup will use a specific clearing account at creation. The template (Template to request item type with POETAF) attached to this article must be completed per the instructions on the Instructions Tab in the workbook. The POETAF segments must be accurately entered into the green highlighted columns on the Item_Type_Tbl tab in the workbook and must pass validation in Oracle. All fields on the template should be completed, as this is required to create the item type. There is no need to include the COA string.

Templates are to be completed and sent to: item_type_request@lists.uchicago.edu.

Additional information on creating FA item types is provided in the Webinars & Announcements | University of Chicago (uchicago.edu) section on the Bursar's Intranet Page. The webinar's title is "ITEM Type Training – FST Updates."