There are several “choosers” used across most parts of SAGE. They enable you to search for and select
SAGE Budget and Advances use type-ahead style searches instead. They are covered in their own guides.
There are several “choosers” used across most parts of SAGE. They enable you to search for and select
SAGE Budget and Advances use type-ahead style searches instead. They are covered in their own guides.
The Organization Code Receiving Funding is the UW’s ten-digit code which identifies the department or unit that will receive funding. Ask your fiscal specialist or department administrator which code you should use.
Note: GCA requires the code to be at the department level or below. See the OPB Orgcode and Budget Number Guidelines for an explanation of organization levels.
The following image shows this section before a code is selected.
Enter your organization code number directly on the page or select Look Up Organization Code to use the Organization Chooser.
Once you have selected the organization code, the associated Box number will appear. You can edit the box number if desired. If you need to change the box number associated with the code, use the “Changes To Existing Org Code Form” available from the Office of Planning & Budgeting web page.
You can also use the +/- buttons to expand and collapse the organization code’s hierarchy. The following image shows an expanded hierarchy.
The Change the Organization Code? link will re-display the chooser so that you can select a different code.
Use this chooser whenever you are looking up an organization code across all of the SAGE Suite except for SAGE Budget and Advances, which use a type-ahead style search.
This image shows the organization code chooser.
There are two ways to look up your code:
You can use the Cancel link, or the X in the upper right corner, to return to the page your were on without completing the search process.
You must enter the full ten digits when using this option.
Click on the arrowheads to open the levels. In the example below, there are three levels opened to display the list of departments in the School of Medicine. Any code that is at the department level or below has a link. Click the link to make your selection.
To reset the hierarchy back to the initial display, use the Clear Selection(s) link.
New Features
Fixes
When a user chooses the Organization Code Receiving Funding, the UW Box Number will be automatically populated. Users can still edit the field as needed.