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Business and Financial Policies and Procedures

Update Fields in FOAPAL Segments or Index Codes

Policy Statement

When errors in or changes to the information in a field of a FOAPAL segment or Index code cause the data to be incorrect or outdated, units are responsible for submitting a request to University Accounting and Financial Reporting (UAFR) to update that information. Fields that may be updated include, but are not limited to:

  • Segment title
  • Financial manager
  • General ledger distribution contact
  • Predecessor codes
  • Fund default codes


To update fields in FOAPAL segments or Index codes:

  1. Determine which fields of the FOAPAL segment or Index code require an update.
  2. Submit an email identifying the field to be updated and explain the reason for the update along with any other information which may be of importance for the update. The email should be submitted to UAFR at

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: September 28, 2018

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