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Category: Site
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Frequency: Weekly
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Platform: BO Report
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Owner: IDS
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What Does It Do?
The OUD-DS3 best practice is for sites (locations at UM that are part of the administrative hierarchy) to be consistent with the Financials and Physical Resources System.
This integrity check identifies designations that are linked to a General Ledger site that does not exist in DART so that the site can be created in DART and the designation can be updated to look up to that site.
How Is This Done?
This integrity check is run using a Business Objects report called “Mismatched Site IDS”, which is located in Public Folders/UM-Maintained/Development/DART Reports by Site/OUD/Gift & Records Admin.
The “New DeptID” tab of the report queries designations where the correct site, “GL DeptID (Current)”, does not exist in DART. The designation will be linked to the “Purpose SiteID (Outdated; Change Me)” site in DART before the update is made.
IDS creates site records for each of the unique returned values in the Purpose SiteID column using information in the FInancials and Physical Resources System, then notifies GRA and Finance so that the designations can be updated in DART.
Resources and References
Locate a Site Within the University Hierarchy Using the Financials and Physical Resources System
Procedure to Add a New Site to DART