Overview:
This entity will enable the user to create the connection between the CoA Element (Organization Units {Organization Segment Concept 3rd Level = 'OPERATING_UNIT';}) with a Bank Account (Financial Institution).
Navigation:
Budgeting & Appropriation ►Support Entities ► Operating Unit Financial Institution
Operating Unit Financial Institution screen fields
| Fields | Description |
| Code | Unique identifier. |
| Parent Financial Institution | The parent financial institution of the Operating Unit. |
| Operating Unit | CoA Organization Element ID. |
| Active | When its True Operating Unit Financial Institution entity can be used in other entity. The default value is true. |
| Address | The address of the Operating Unit. |
| Head Of Operating Unit | The reference for this collection (tab) is Contact Person. |
| Classification | The BCUV classification's for the Financial Institution of the Operating Unit. |
| Bank Account | The Financial Institution's of the Operating Unit. |
Address Tab screen fields:
| Fields | Description |
| Is Main? | If checked, indicates that this address is the user’s main address. |
| Region | Region of the users |
| Country | Specifies the country name. |
| Address Type | The type of address being input is either, “Unknown”, “Home”, or “Work”. |
| Address | The actual address of the users. |
| Zip Code | The zip code of the user’s address. |
Head of Operating Unit Tab screen fields:
| Fields | Description |
| Active | If true, the Contact Person can be used in transactions. If false, the Contact cannot be used in new transactions. |
| Is Person In Charge | True when person is in charge |
| Is Staffing Authority | True when the person in charge of the approving the Authority. |
| Employee | Reference to CSM Employee |
| Date | Date in which the Employee was added as "Contact Person" |
| Title | The title and role within the Institution or office should be entered. |