Contains information on funds, which are unique identifiers for specific sets
of financial resources that need tracking or management. Fund data available
includes description, purpose, responsible organization, principal investigator,
fund sponsor, fund restrictions, financial reporting requirements, ORA review
information, revenue restrictions, and billing information.
Retrieving the description for a fund number. Identifying the principal investigators
for grants and contracts funds. Determining the purpose of a fund. Retrieving
fund sponsor information. Retrieving fund restrictions. Checking required financial
and other reporting requirements. Determining whether the fund is subject to
ORA review. Determining revenue restrictions. Retrieving billing information.
||Indexed Data Elements
- When reporting the name of a fund, you may use the 30-character FUND_DESC,
or the 70-character FUND_LONG_DESCRIPTION.
- PI_NAME is the name of the investigator responsible for the use of the fund,
if the fund is used for a sponsored project. (The value will be null for other
funds.) Note that PI_NAME is usually the same as the name of the principal
investigator for the entire sponsored project, but not always. In cases where
money for a project is split among more than one fund, different investigators
may be responsible for different funds.
- Not all funds are currently active in BEN Financials. If the value for Enabled
is 'Y', the fund code may be used in BEN Financials transactions. If the value
for Enabled is 'N', the fund code may not be used in BEN Financials transactions
after the END_DATE.
- Although a fund might be currently active in BEN Financials, it might not
be allowed for budget journal entries or manual journal entries. Check BUDGET_ENTRY_ALLOWED
- Fund use may be restricted by the donor or by the University. For information
on restrictions, see DONOR_RESTRICT_ORG, DONOR_RESTRICT_PROGRAM, DONOR_RESTRICT_OBJECT,
PENN_RESTRICT_ORG , and PENN_RESTRICT_PROGRAM.
- The FUND_CODES.ADJ_PERIOD_END_DATE column is updated with any changes to
either the ACCOUNT_END or DAYS_TO_SUBMIT_FINAL_REPORT_CODE for the fund. There
may therefore be discrepancies between data in this column and that stored
in the column of the same name in the FUND_FREEZE and FUND_FREEZE_HISTORY
tables, which is updated with any new freeze action.
- When reporting on the Organization related to a fund, note that the FUND_RESPONSIBLE_ORG
is the organization responsible for managing the fund. The INTERNAL_DESGINATED_CODE
is the organization responsible for setting University restrictions on how
the fund may be spent.
- When selecting funds based on sponsor, be sure to select the data
element that meets your needs. FUND_SPONSOR_CODE is the 5-character code
currently used to identify the sponsor. (Its source is the SPIN module of
PennERA, used at Penn since August 25, 2003 to track information on sponsors
of projects.) LEGACY_FUND_SPONSOR_CODE is the 4-character code formerly used
to identify the sponsor in the General Ledger. LEGACY_FUND_SPONSOR_CODE is
currently used only by BRIM (the Billing and Receivables Information Management
system used by the Office of Research Services).
- The FUND_CODES_HISTORY table
is available to view day-to-day changes in fund code records.
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