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The approver for some transactions (i.e., Account Certifications, Accounting Journals, etc.) with a Gift worktag will depend on whether the Gift is in the Allocated Gifts hierarchy. 

• Gift in the Allocated Gifts hierarchy, the approver will be the Cost Center Manager.

• Gift NOT in the Allocated Gifts hierarchy, the approver will be the Unit Gift Manager. 

 

This document describes the gift worktag.

See this spreadsheet for Gift Attribute Types.

This document gives the basics of designated worktags.

What are the FDM naming standards and Guidelines? Financial Data Model naming standards and guidelines.

Each school/unit will designate one individual to act as the administrator for the MBU and collect, review, and submit the Template. Requests should be submitted once per week for the MBU.  The MBU FDM Administrator should work with their school/unit to consolidate efforts and ensure requests align with your unit’s philosophy for the FDM (Financial Data Model).(Edited June 11, 2024)