The COA Crosswalk (COAX) page is used to crosswalk chart of account element codes between years. The primary usages of this data are the Open Activity Role, Open Activity and Budget Roll, and Automatic Accrual system processes, however, the data can be used for ‘what is’ reporting.
Many of the fields on the page are common (for example, the chart of account fields where the ‘source’ column contains existing values and the corresponding column contains the ‘new’ values.) Other fields are detailed below:
Field Name |
Required? |
Field Description |
Process ID |
Required |
An identification set on one or more records that is then used when submitting a system process (or report) for record selection. |
Source Fiscal Year |
Required |
The fiscal year that will be used, when necessary, to validate codes entered in the Source column of chart of account fields. |
Step Number (No) |
Required |
A second level of selection against data on the page whereby one chart of account change can be used in a subsequent change. When not cross walking in steps, a value of 1 is commonly used. |
Target Fiscal Year |
Required |
The fiscal year that will be used, when necessary, to validate codes entered in the second column of chart of account fields. This year is typically one greater than the Source Fiscal Year except when the performing a re-organization mid-year. At which time the two years are the same. |