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Business and Financial Policies and Procedures

Request a New Organization Code

Before You Begin

Requests for new organization codes must be processed in one of two ways, depending on the Banner Organization code hierarchy level:

  • Levels 2, 3, 4, 5 (admin rollup, college, school/sub-college, department) are processed through your campus Codebook Data Steward. Contact the following regarding these levels:
Urbana - dmi@illinois.edu
Chicago - codebookadmin@uic.edu
Springfield - instres@uis.edu
  University of Illinois System Offices and general inquiries - codebookadmin@uillinois.edu
  • Levels 6, 7, 8 (departmental sub-organizations) are processed through University Accounting and Financial Reporting (UAFR) as described in the procedure below.

Begin

To request a new organization code:

  1. Determine whether you need a new Level 6, 7, or 8 organization code.
  2. Identify the 3-digit (Level 5) organization code assigned to your unit that will be used in the hierarchy of the new organization code you are requesting.
  3. Complete the Banner Organization Code Request form. Email the form to cfoapalmaintenance@uillinois.edu.
  4. UAFR will notify you of the new organization code established in Banner.

Forms Used in this Procedure

Banner Organization Code Request

Additional Resources

C-FOAPAL Quick Guide
Guide to Banner Default Codes and Index Codes
FN 101 - Lesson 5, C-FOAPAL String in Introduction to Banner and Finance I (FN 101)
Introduction to Banner and Finance II - (information about Account and Fund types, Default and Index codes, etc.)

Last Updated: May 2, 2017 | Approved: Senior Associate Vice President for Business and Finance | Effective: November 2009

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