Organization Crosswalk

Load Crosswalk

Use the Load Crosswalk option to load the organization chart for the new fiscal year.

1. On the Budget Administrator page, choose Organization Crosswalk.

2. Choose Load Crosswalk and click Yes.

Print Organization Chart

Use the Print option to print the organization chart for the new fiscal year. This helps in identifying information that requires updating.

1. In the search criteria, select the Year of the new organization crosswalk, then click Search.

   

   Refer to Search Terminology for more information about performing a search.

2. Choose Print.

3. Choose whether to sort records by the New or Old account.

4. Select the Destination for the file:

   • Select Screen to save the file in .pdf format.

   • Select Excel to save the file in .xls format. Select the required Excel Options.

5. Click OK.

6. Save the file and navigate to the containing folder.

7. Print the file.

Mass Update Crosswalk

Use the Mass Update Crosswalk option to update records in bulk for the new fiscal year.

1. On the Organization Crosswalk page, choose Mass Update Crosswalk.

2. Choose the fiscal Year.

3. Choose the Level of the organization number to update.

4. In the Old Code field, enter the organization number to update for the new fiscal year.

   

   Do not update records beginning with T. They are total records created in the background when a new level is created.

5. In the New Code field, enter the organization number that must replace the old code in the new fiscal year.

6. Enter a new Title if required.

7. Click Accept, then click Yes.

8. Repeat these steps until all the information is updated.

Purge Crosswalk

Use the Purge Crosswalk option to purge records before reloading crosswalk data.

1. On the Organization Crosswalk page, choose Purge Crosswalk.

2. Select the Purge Year.

3. Click Accept and then click Yes.

Important Considerations

You cannot delete an organization number from the crosswalk. If you do not plan to use an organization number in the next fiscal year, it needs to be crosswalked to a valid organization number for the next fiscal year.

For example, if you do not plan to use 16161169924033, crosswalk it to 19981200100000, and the organization 16161169924033 is not set up in Budget Preparation when extracted.

The crosswalk is used during the Fiscal Year-End process when running the Payroll Distribution option, the Year-End process for Fixed Assets, etc. If the program does not find a number in the crosswalk, it assumes it is still needed and re-adds the number.