How to Request a New Detail Code


Overview


Critical Concepts


Steps to Take


1. Submit an ISIS Detail Code Request and attach a completed ISIS Detail Code Request Excel File

2. There are two sections on the form to complete:

a. Detail Code Information: Additional guidance for this section can be found at Complete these items in the Detail Code Information section
b. Accounting Information:

1. "Required Accounting" lines will be in red font and highlighted in yellow based on the process type selected. It is highly recommended you complete required ISIS accounting data to avoid processing delays. 
2. OFC data for the chart string is needed to process the request
3. Fields under POETAF are not required unless the detail code is to be associated with a Project

FAQ regarding POETAF when requesting a detail code


1. What is an Expenditure Type?
2. What is the difference between Expense Type and Expenditure Type?
3. What is an Expenditure Org?

a. The Expenditure Org is the Financial Unit generating the expense

If you still have questions or need additional assistance, please Submit a Ticket