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Office of Management & Finance

Office of the Chief Administrative Officer

Phone: 503-823-5288

1120 SW 5th Ave, Room 1250, Portland, OR 97204

More Contact Info

(CO/FM) Controlling and Funds Management

Master Data Maintenance and Assignment

Master Data Maintenance and Assignment (RP_S_FM_MASTER_DATA_MAINTENANC) 

The Master Data Maintainer and Assigner creates and maintains all FM Master Data objects as well as the FM Derivation Tables.  This includes maintenance of  commitment items, funds centers, funds, functional areas, funded programs and related groups.

Work Instructions

FM_FUNCTION Create Functional Area

FM_SETS_FICTR1 Create New Funds Center Group

FM_SETS_FIPEX1 Create New Commitment Item Group

FM_SETS_FUNCTION1 Create Functional Area Group

FM_SETS_FUND1 Create Fund Group

FM_SETS_FUNDPRG1 Create Funded Program Group

FM5I Create New Fund

FMCIA Create Commitment Item

FMDERIVE Display Derivation Strategy

FMDERIVER Maintain Rule Values

FMSA Create Funds Center

ZFMDERIVE Funded Program Lookup Tables Maintenance

Change Documentation

20 August 2013: updated role description; added work instructions