Fund Source Change EPAF (FOAPPM and FOAPTM)

Issue/Question

How do I submit a fund change EPAF?

I need to change the fund source on position.

Environment

• EPAF System
• Banner 9

Cause

A department needs to change or adjust the FOAP on an employee’s position.

Resolution

The following EPAFs are both short, and both require the same steps and information to process. The only difference between FOAPPM and FOAPTM is how budget offices will handle the data provided and what the screens the change affects.  

• Fund Source Change Permanent – NBAJOBS/NBAPBUD – FOAPPM
• Fund Source Change Temporary – NBAJOBS – FOAPTM

When beginning the EPAF, you will need to complete the initial steps in the landing page of our EPAF Guide to create and or find the employee’s ID.  After you have completed the general identification phase and clicked on the “Go” button, the next screen requires you to choose the position which you want to change the FOPAL string on.

1. Select the appropriate position and suffix. 
2. Select Go.

FOAPAL Change

1. Enter Job Change Reason of MN005, Labor Distribution Change.
2. For Jobs Effective Date enter the date you want the change to be effective.
3. Current FOAPAL string and effective date cannot be changed.
4. Enter New FOAPAL information:
   1. COA is S.
   2. Enter Index number.
      1. You can click the “Default From Index” button.  This will then populate the Fund and Organization codes.  Or you can leave blank and proceed to Fund block.
   3. Enter Fund.
   4. Enter Organization.
   5. Enter Account Number.
   6. Enter Program Number.
   7. Enter Percent for this FOAP.
   8. Repeat steps A-G depending on number of FOAPs for this position by clicking on the “add Row” button. 
      1. Percent total must equal 100.

Routing Queue

1. Enter the appropriate routing queue for your department and campus.
2. If there is a queue that pre-populates, data must be entered.  Others could be populated if desired. 

Note: Refer to the Routing Queue Article for more clarification

Comments

1. Enter Comments which support the action. Anything entered for a comment is recorded and can be pulled into reports.
   1. Enter comments here if a PHARED is required and include the timeframe/pay periods of the PHARED.
2. Once completed, click the Save button.
3. Then click the Submit button, either at the top or bottom of the page.
4. If there are errors, they will be generated at the top. 
   1. A Warning will still allow the EPAF to be submitted.
   2. Errors must be corrected.  If an error occurs, fix, save again, and then submit.

You will get a green message at the top when the transaction has been submitted successfully.