Information to complete the Form for Budget Allocation Transfers can be obtained from the POETS Pointers.

Organization Name - the name of your organization as it appears in Oracle.

Org Number – the 4-digit number assigned to your organization in the crosswalk

Fund Source – use A100000 for State funds.

Natural Account – the natural account is the 5-digit number in Oracle that identifies the category of an expense. Some commonly used Natural Account numbers are as follows:
PSR:
60010 Faculty Regular PSR
60100 Management Confidential PSR
60200 Professional Staff
60300 Classified Staff
PST:
62000 Temporary Service – PST
62040 Adjunct Faculty
62600 GATAs
OTPS:
63000 Supplies & Expense
64000 Travel Expense
65000 Operating Expense
65221 General Recharge Allocation
67000 Equipment Expense
Refer to the POETS Pointers for other natural account numbers.

Project Number – the 8 digit number set up by the Project Manager.
The default project number is 00000000.

If you want a transfer adjustment to be a permanent adjustment to the base allocation, indicate a Y on the form. If it is a one-time transfer for the current fiscal year only, enter an N.

Master Form for Budget Trsfs.xls(16.9 KB) Excel File