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How to Request an ISIS Detail Code

Detail codes drive charge descriptions and determine where credits are to reflect on the department’s ledger.

Detail codes drive the description on student billing statements and determine where your department receives credit in your ledgers. ISIS detail codes will only be created to enter student charges into the ISIS AR system starting July 1, 2020.

The Detail Code form must be filled-out prior to submitting request.

Once form is completed you may start the request process.  The detail code request can be processed by submitting the request through the online Service & Support portal

Download the ISIS Detail Code Request Form

  • Download the form in Excel (.xls)
  • Once you complete the following steps, you wil need to upload and submit the form via an online ticket

Complete these items in the Detail Code Information section

  • Action code (check): 
    • Add - to request a new detail code or 
    • Change - to change an existing detail code 
  • Detail code requested (enter up to 6 characters):
    • First 3 characters identify the department
    • Last 3 characters describe the type of charge
      • i.e.: BURlte (Bursars - Late Fee)
  • Short description (enter up to 10 characters): abbreviation of full description
    • i.e.: BILLLTEFEE (Billing Late Fee)
  • Full description (enter up to 30 characters):describe the payment or charge or that will appear on the account
    • i.e.: UCSD Statement Late Fee
  • Process Type: 
    • “P” = to create a payment detail code (such as Check Payment/ /Stipend/Third-Party)
    • “C” = to bill to charge the account. 
  • Effective Date: Enter the date the detail code should go into effect

  • Expired Date: Enter date of being non-effective or leave blank

  • Application Priority Codes
    • For Process Type “C” 
      • 859 - System-wide fees (Registrar) 
      • 858 - Non-resident tuition (Registrar) 
      • 857 - Campus-based fees (Registrar) 
      • 856 - Health insurance (Registrar) 
      • 855 - Summer tuition/registration fees (Registrar/Summer) 
      • 851 - Assessment/one-time fees  
      • 840 - Course fees (Department) 
      • 839 - Housing (Summer) 
      • 829 - Housing (Academic Year) 
      • 800 - Student miscellaneous charges (Library, Bookstore, etc.) 
      • 0 - Non-student charges (Entity account) 
    • For Process Type “P”  
      • 998 - Stipend (FAS/Grad) 
      • 859 - System-wide fees payment (FAS/Grad) 
      • 858 - Non-resident tuition payment  (FAS/Grad) 
      • 856 - Health insurance payment (Graduate) 
      • 855 - Summer tuition/registration fees payment (FAS/Grad) 
      • 850 - Fee Payment (Full tuition coverage) & Admission Deposits (Grad/Admissions) 
      • 830 - Housing (Summer) payments 
      • 820 - Housing (Academic Year) payments 
      • 800 - Financial aid (refundable) (FAS) 
      • 0 - Cash equivalents 
  • Application In Term:
    • Enter “N” (no)– charge is-not related to specific term quarters
    • Enter “Y” (yes) – charge is to be billed for specific term quarters
  • Process type (select one): 
    • ASMT — Assessment (the most common type of charge)
    • More specific optional categories, generally only used by an individual campus department
      • CASH — Cash payment detail codes
      • COLL — Collection detail codes
      • CONT — Contract payment detail codes
      • DPST — Deposit payment detail codes
      • FNAD — Financial aid detail codes
      • HOLD — Hold
      • PYPL — Payment plan detail codes
      • RFND — Refund detail codes
      • RTN — Returned check detail codes
      • WRTF — Write-off detail codes
      • STIP — Stipend
  • Category code: The detail code should be grouped with this and previously set up. See How to Obtain an ISIS Category Code

  • Document number required:
    • Yes - if a document number is required for the invoice. This could be the invoice number, PID, or another identifier. This field will also show on the ledger
    • No - if an optional field 
  • Default amount: Usually zero, or enter an amount if fee is assessed charges of the same as the default amount

  • Check payment: Usually “N” (no), unless creating a new payment detail code representing a check payment

  • Refundable: This is for payment detail codes only. Enter “Y” (yes) if money can be refunded

  • TRA qualified fee: Enter “Y”(yes) if new detail code is a qualifying fee for the Tax Relief Act for student-related transactions

Questions about this section? Contact Student Financial Solutions in the UC San Diego Services & Support portal

Additional information about this process can be found in this Knowledge Base Article.

Complete Accounting Information

The accounting information connects the detail code to ledgers.

For Chart of Account (COA) and/or Project, Expenditure Organization, Expenditure Type, Task Number, Award Number and Funding Source (POETAF) guidance refer to:

  • COA
  • COA User Guide

  • Complete the COA in the highlighted cells related to line items in the “Use For” column for the requested code

Questions about this section? Contact the person in Internal Controls & Accounting responsible for your fund range through the UC San Diego Services & Support portal.

Send the ISIS Detail Code Request form to General Accounting

  1. Once form is completed, you may start the request process.  Submit the detail code request through the UC San Diego Service & Support Portal.
  2. Be sure to upload your completed Detail Code Request Form via the "Attachment" icon on the bottom right of the page.
  3. Click "Submit" to complete the request.
  4. The ticket will be directed to General Accounting (GA) for approval. 
    1. Once approved by GA, the ticket will be forwarded to SFS to enter code in the ISIS AR system.
    2. SFS will then inform requestor of detail code being available to use as "Solution Proposed" via the ServiceNow case.
For other questions or problems, contact Student Financial Solutions through the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237.