Submitting a Request for a New Combo Code

Overview

The UGA Financial Management System provides an online form to request the creation of a new combo code value. The requester is notified via e-mail when the approval is complete.

The requester may also monitor the progress of the request by going back to the same page and entering the request number assigned at the time of creation.

Note: Record the request number assigned during submission as this is the quickest method to view the status of the combo code request and access the combo code value upon final approval.

Tutorial Resources

Creating a Combo Code Quick Reference Guide

In this article, you will learn the steps to submit a combo code request in the UGA Financial Management System.

1. Step 1

The UGA Financials page is displayed with the Classic Home tile highlighted.

First, log into the Financial Management System.

From the Employee Self Service homepage in UGA Financials, click the Classic Home tile.

2. Step 2

The classic homepage is displayed with the UGA Combo Code Request link highlighted.

The Classic homepage is displayed. To access the combo code request, follow this navigation: Main Menu > UGA > UGA GL Processes

Click the UGA Combo Code Request link.

3. Step 3

The UGA Combo Code Request page is displayed with the Add a New Value button highlighted.

The UGA_CMBOCD_CMP page is displayed. From this page, you can search for an existing or create a combo code request.

Click the Add a New Value tab.

4. Step 4

From the Add a New Value tab, click the Add button.

5. Step 5

The Request Combo Codes page is displayed with the *Effective Date field highlighted.

The Request Combo Codes page is displayed. The Effective Date field is required.

For combo codes not associated with a project/grant, use the beginning of the current fiscal year (07/01) as the effective date. This allows the combo code to be used for position funding and express direct retro purposes for any pay period in the current fiscal year.

For combo codes that are associated with a project/grant, use the project begin date.

6. Step 6

The *Effective Date field is highlighted.

Enter the appropriate information in the Effective Date field.

Note: A future effective date can be entered, but the combo code cannot be used in OneUSG Connect prior to that date. For example, if today’s date is 08/01/2021, a combo code with a future effective date of 11/01/2021 cannot be used in OneUSG Connect even if the funding effective date being entered is for the pay period beginning 11/14/2021.

7. Step 7

Enter appropriate information into the Description field.

Example shown here: " Test Combo Code 1234 " in the Description field.

8. Step 8

The Short Description field is highlighted.

The Short Description field is populated automatically with the first 10 characters of the Description but can be edited directly.

9. Step 9

Enter appropriate information into the Fund Code field.

Example shown here: " 10000 " in the Fund Code field.

10. Step 10

Enter appropriate information into the Program field.

Example shown here: " 16300 " in the Program field.

11. Step 11

Enter appropriate information into the Department field.

Example shown here: " 61061000 " in the Department field.

12. Step 12

Enter appropriate information into the Class Field.

Example shown here:" 11200 " in the Class Field.

13. Step 13

A group of optional fields including Operating Unit, PC Business Unit, Project, Activity, and Chartfield 1 are all highlighted.

Enter appropriate information into the optional fields.

Note: If a Project is entered, a value is required in both the Activity and PC Business Unit fields. If the combo code request is for a project, the PC Business Unit value must be entered prior to entering the project and activity ID chartfield values.

14. Step 14

The comment field is required when submitting a Combo Code request. Use this field to explain the reason for the request.

Enter appropriate information into the Comment field.

Example shown here " Combo Code for testing " in the Comment field

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