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Chart of Account (COA) Requests

We are in the final stages of our transition from IFIS (Integrated Financial Information System) to Oracle Financial Cloud (OFC). There will be no further changes or additions to the IFIS chart of account elements.

IFIS COA requests submitted as of 4:30 pm on June 10, 2020, by any method including direct emails or through the support portal, will not be processed and the requestor may not receive notification or denial of the request. The focus of the COA team is to ensure all requests submitted by the deadline are completed.

Please do not submit COA requests at this time.

If you have further questions regarding the mapping, please contact your VC business office.  You may also review the ESR Financial Systems web page.

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Index

Mapped Index lookup tool allows you to view IFIS indexes with the OFC chart elements (the population of some elements, such as project/tasks, is TBD)

Type of Fund New Master / Subindex requests Or Index Change Requests
Budget (BD) Not eligible
Sponsored Research Fund: Not eligible OPAFS Award Accountant
Gift Fund:

 

Not eligible

Questions:

Create a ticket in the UC San Diego Services & Support portal 

About: Gift Fund, Related to: Gift Fund Inquiries 

Industry-Initiated Clinical Trial Fund:

Not eligible 

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal 

About: Post Award Financials, Related to: Post Award General Support, More Specifically: Post Award General Inquiry

Index Reactivations:

Not eligible 

Create a ticket in the UC San Diego Services & Support portal 
  1. I want to: Ask a Question or Make a Request
  2. About: Financial Accounting
  3. Related to: Chart of Accounts
ALL other:

 Not eligible 

Create a ticket in the UC San Diego Services & Support portal 
  1. I want to: Ask a Question or Make a Request
  2. About: Financial Accounting
  3. Related to: Chart of Accounts

 

Inactivactions Action

Inactive or add/edit Early Inactivation Date

Not eligible
Stip Redirect

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal

  • Gift Funds: About: Gift Funds, Related to: Gift Fund Setup & Transfer, More Specifically:  STIP Redirect
  • All Other Funds:  About: Financial Accounting, Related to: General Accounting Support, More Specifically: STIP Inquiries & Adjustments

Fund

Refer to the Fund Range table for a list of fund ranges and the administrator of that fund.

The IFIS Fund to OFC Fund look up table is a tool available with already mapped data (AD login required)

OPAFS OR OCTA

Not eligible

OPAFS - contact OPAFS award accountant

OCTA - email octa@ucsd.edu

GIFT FUND Not eligible
  1. Create a ticket in the UC San Diego Services & Support portal
  2. I want:  Ask a Question or Make a Request
  3. About: Gift Funds
  4. Rleated to: Gift Fund Setup & Transfer
All Others

Not eligible

  1. Create a ticket in the UC San Diego Services & Support portal
  2. I want:  Ask a Question or Make a Request
  3. About: Financial Accounting
  4. Rleated to: Chart of Accounts

Account, Location,Organization, Program

General Accounting handles the administration of these COA elements, however requests are no longer eligible for processing.  You may still use the lookup tools.

IFIS Account to OFC lookup tool
IFIS Location to OFC lookup tool
IFIS Org to OFC FinUnit lookup tool
IFIS Program to OFC Function lookup tool

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal

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