How to Request an ISIS Detail Code

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

1. Action code  - choose from the dropdown menu 
   • Add - to request a new detail code 
   • Change - to change an existing detail code 
2. 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)
3. Short description (enter up to 10 characters): abbreviation of full description
   • i.e.: BILLLTEFEE (Billing Late Fee)
4. 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
5. Type: choose from the dropdown menu 
   • Payment = to create a payment detail code (such as Check Payment/ /Stipend/Third-Party)
   • Charge = to create a charge detail code 
6. Effective Date: Enter the date the detail code should go "live"
   
   
7. Expired Date: Enter date that detail code should be inactive or leave blank
   
   
8. Application Priority Codes: 
   • For Process Type “Charge” choose a application priority code:
     • 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 “Payment”, choose one:  
     • 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 
        
9. 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
10. Process type (select one): 
    • ASMT — Assessment (the most common type of charge)
    • More specific optional categories, generally only used by a limited group of campus departments 
      • 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
11. Category code: The category that the detail code should be grouped under. This should be created before any detail codes requests are submitted.  See How to Obtain an ISIS Category Code
    
    
12. 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 
13. Default amount: Usually zero, or enter an amount if the charge is a specific defined amount
    
    
14. Check payment: Usually “N” (no), unless creating a new payment detail code representing a check payment
    
    
15. Refundable (for payment detail codes only):  Enter “Y” (yes) if money can be refunded
    
    
16. 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.

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
• POETAF
  
  
• 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.

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 ICA (Internal Controls & Accounting) for approval. 
   1. Once approved by ICA, the ticket will be forwarded to SFS to add the code in the ISIS AR system.
   2. SFS will then inform requestor of detail code being available to use as "Solution Proposed" via the Services & Support case.