This article provides a comprehensive list of Cross Validation Rules (CVRS) including Health System, Financial and Gift, Capital, Sponsored Research and more. Cross Validation Rules are logic configured into the system preventing users from entering segments in a chart string that can not be combined.
CVRs that result in errors
Overall | |
| Chart String Segments |
CVR Description: |
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Financial Unit and Entity |
The first 2 digits of the Financial Unit must be the same as the last 2 digits of the Entity. Each Financial Unit can only be associated with one Entity. If the Financial Unit entered is not in the appropriate Entity, there will be an error. |
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Function and Account |
A value for Function (other than 000) is used when:
If the Account value meets the criteria above, determine the appropriate Function values. Refer to additional guidance on Function Values in KBA: How to Determine a Chart String (CoA Reference Guide) Example: Function will have a value of 000 if the Account in the chart string is a Liability Account (starts with 2). If the Account is an Expense Account a Function value of 000 will create an error due to CVR. |
Health System | |
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Chart String Segments |
CVR Description: |
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Medical Center (MC) Entity and Function 420 Teaching Hospital |
When MC Entity 16242 has an Expense, the only Function that can be used is Function 420 Teaching Hospital. And vice versa, Function 420 Teaching Hospital can only be used by MC Entity 16242. |
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Medical Center (MC) Entity, Account, and Financial Unit |
When MC Entity 16242 is in the chart string and the Account is an Asset, Liability or Equity (starting with 1, 2, or 3, respectively), the only Financial Unit that can be used is 4200100 Balance Sheet Accounts Only.. |
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Physician Group (PG), Entity, Account, and Financial Unit |
When PG Entity 16143 is in the chart string and the Account is an Asset, Liability or Equity (starting with 1, 2, or 3, respectively), the only Financial Unit that can be used is 4310162 Balance Sheet. |
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Physician Health Svc Orgn (PHSO) Entity, Account, and Financial Unit |
When PHSO Entity 16144 is in the chart string and the Account is an Asset, Liability or Equity (starting with 1, 2, or 3, respectively), the only Financial Unit that can be used is 4441035 PPH BS Reserved. |
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EPIC Revenue Accounts and Medical Center (MC) Entity |
When posting to the following EPIC Revenue Accounts, the Entity in the chart string must be MC Entity 16242.
If the above Revenue Accounts are used and the Entity is not 16242, there will be an error. |
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EPIC Revenue Accounts and Physicians Group (PG) Entity and |
When posting to the following EPIC Revenue Accounts, the Entity in the chart string must be PG Entity 16143.
If the above Revenue Accounts are used and the Entity is not 16143, there will be an error. |
Foundation & Gift | |
| Chart String Segments |
CVR Description: |
|
Fund (Foundation Agency) and Financial Unit |
Foundation Agency Fund 50001 can only be used with Financial Unit 9700001 UCSD Foundation. |
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Fund (Foundation Agency) and Account |
Foundation Agency Fund 50001 can only use the following Accounts:
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Fund (Gift and Endowment) and Account |
Recording of Gift Revenue should to go through Gift Processing Services When a Gift and Endowment Fund is on the the chart string, only Revenue Accounts fitting one of the following criteria can be used:
Restrictions are not placed on Asset, Liability, Equity and Expense Accounts. |
Capital | |
|
Chart String Segments |
CVR Description: |
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Capital Funds and Financial Unit |
Funds that fall under the following Fund criteria:
The above fund can only post to one of these Financial Units:
If the Financial Unit is not one of the above for the Funds listed, there will be an error. |
|
Capital Funds and Account |
Capital Funds with any one of the following Fund criteria:
The above funds can NOT post to the following Accounts:
|
Sponsored Research | |
|
Chart String Segments |
CVR Description: |
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Sponsored Research Funds and Project |
All Sponsored Project Funds must have a Project Value. If Project value 0000000 is entered when the Fund on the chart string is a Sponsored Project Fund, there will be an error. |
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Sponsored Research Funds and Account (Petty Cash) |
Sponsored Research Funds can not have transactions on Petty Cash Accounts. The following Accounts are NOT permitted with when a chart string has a Sponsored Research Fund:
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Sponsored Research Funds and Account (Liability/Expense) |
Sponsored Research Funds can NOT have transactions on Expense Account 531001 General Liability Program GAEL |
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Sponsored Research Funds and Accounts (Recharge) |
Sponsored Research Funds can not have transactions with Recharge Accounts. The following Accounts can not be in the same chart string as a Sponsored Research Fund, otherwise there will be an error:
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Sponsored Research Funds and Function |
The following Functions are the only Functions that can be used when the chart string has a Sponsored Project Fund:
Refer to Function and Account rules above for when Function 000 is acceptable. |
Other |
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Chart String Segments |
CVR Description: |
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Activity and Account (Credit Card Clearing) |
When there is a transaction on Account 101030 - Credit Card Clearing, the chart string segment Activity must be populated (not 000000), otherwise there will be an error. |
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Funds (SOFI) and Account |
When the following SOFI Funds are in the chart string:
Account must be one of the following:
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Financial Control Asset Account, Financial Control Fund, and Financial Unit |
Asset Accounts for Financial Control, Accounts starting with 102xxx can only use
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