CAS
Delivered Transaction CodesThe Cost Accounting Setup (CAS) transaction is the vehicle by which multiple cost accounting-related tables are updated and budgets are created by a single transaction. The purpose of this transaction is to foster a more efficient means of establishing reference data within the Cost Accounting subsystem; allow users to establish budget transaction codes that correspond to a particular budget structure ID; and to incorporate a link to a Grant Award via the Grant ID to a Major Program, Program, or Funding Line.
Consolidating the effort of setting up Cost Accounting data into a transaction ensures that data is not inadvertently left out and helps with conversion activities. In addition, a transaction has the benefit of providing an audit trail as well as allowing for collaboration and workflow approvals, if desired. In turn, this transaction simplifies the process of setting up Cost Accounting data while triggering the same edits/functionality as those that exist on the reference pages.
The transaction requires that only one Major Program be established or selected. Rules are enforced throughout the transaction for other tabs when they are created:
Multiple Programs can be associated to a Major Program with the same or different budget information but cannot be added without a Major Program.
Program Periods can be added but updates to existing Program Period records is not allowed.
Program Phase combinations can be added but updates to existing combinations are not allowed.
When finalized, the transaction cannot be modified or cancelled.
The transaction can also be automatically generated from the Program Management section within the Grant Award Status Folder in Grant Lifestyle Management.
Implementation Notes: If any tabs or fields mentioned for this transaction type cannot be seen online, it is either because they have been hidden or labels adjusted using Configure Page (DESIGNER) or the feature represented by the missing pieces has not yet been implemented.
The CAS Transaction Type has the following structure:
Major Program (1)
Program (0 - n)
Program Phase (0 – n)
Program Period (0 – n)
Funding Profile (0 – n)
Funding Priority (0 – n)
Funding Line (0 – n)
Internal Buyer Funding Line (0 – n)
Funding Profile Inference (0 – n)
Budget (0 – n)
Created Transactions (0 – n)
CAS
Delivered Transaction Codes