This form can be downloaded in Word or PDF at Downloadable
BFS Forms. Send hard copy to Accounting Services, Engelmann 260, send as an
email attachment, or fax to 414-
906-8453. Follow the instructions on the form to make your changes. Following is an explanation of each section.
For actions regarding funds 133 or 144, please contact the Graduate
School at x5590. |
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A. |
Section 1 - Description & Date (Must be filled in for all
requested actions) |
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1. |
Fill in the department for which you are requesting an action.
A department is a 6-digit number denoting division, department and sub department
e.g., 021020 would denote Administrative Affairs (02), Business & Financial Services (10), Controller's Office (20). |
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2. |
Fill in the budget year in which you want the action to take
place |
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B. |
Section 2 - Action Requested. |
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Check the box that corresponds to the action being requested. The numbers in parentheses following the action describe the section you must fill out to complete the action correctly. |
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C. |
Section 3 - Replaces Dept(s) |
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If a new department is replacing one or more existing departments, fill in this section. You will not need to do a separate
Department Action Request to delete the old departments if they are listed here. |
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D. |
Section 4 - Department Name |
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1. |
30 characters are all that the Shared Financial System allows for a name. Any report that is printed by Shared Financial System will use only 30 characters or less. |
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2. |
If, for some reason, your name needs to be longer than that, you can list it in the Comments section (Section 8). It will be included in the
Department record in SFS and could be available for specialized reports. |
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E. |
Section 5 - Fund |
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Funds are explained in the Administrative Services Manual Section
2.7.2. Section 5 (Fund) must be filled in when you are asking for a new program. |
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F. |
Section 6 - Programs |
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Programs (formerly called activities) are explained in the Administrative Services Manual
Section 2.7.3. If you
are requesting a new program, you must fill in Section 5 also. |
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G. |
Section 7 - Department for items carried forward |
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If a department contains revenue, and is being deleted, the revenue must be
carried forward into the new budget year. |
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H. |
Section 8 - Comments |
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Use comments whenever an action request needs further clarification or if you have checked "Other" in Section 2. |
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I. |
Section 9 - Action Requested By
(Must be filled in for all requested actions) |
| If you have questions about the
form, call x5186 or email. |
