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California State University, Long BeachCalifornia State University, Long Beach

Request Item Type


INSTRUCTIONS:

  1. Review the Detailed Instructions for ITEM TYPE DETAILS and CHARTFIELDS
  2. Complete the form and use the button below to display a printer friendly version.
  3. Print the "Printer Friendly Version" of the form.
  4. Return the form with signatures to Student Financial Services at BH-155, MS-0103.
Fields with * are required.


ITEM TYPE DETAILS

*TYPE OF REQUEST

*CATEGORY OF ITEM TYPE

ITEM INFORMATION

TERM: SPECIFIC?

(Payment Item Types)



CHARTFIELD INFORMATION

DEBIT

CREDIT


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DETAILED INSTRUCTIONS


ITEM TYPE DETAILS (To be completed by Requestor)

CATEGORY OF ITEM TYPE
Select the item type category. If unlisted, select other and specify.

ITEM TYPE NUMBER
Specify 12 digit number for updates to existing item types. You may leave blank for new item types.

DESCRIPTION OF ITEM TYPE
This is the description that will appear on studentsí statements. 30 character limit.

TERM SPECIFIC
If this is only for one specific term, enter that number. If for all terms, enter 0000.

1098-T
Check box if new item type is 1098-T eligible. Charge item types only.

Gl Interface Required
Check box if item type contains general ledger accounting lines.

CHARTFIELD INFORMATION
DEBIT
ACCOUNT
Enter 6 digit account number.
FUND
Enter 5 digit fund number.
DEPARTMENT
Enter 5 digit department ID.
PROGRAM
Enter 5 digit program code.
CLASS
Enter 5 digit class code.
CREDIT
ACCOUNT
Enter 6 digit account number.
FUND
Enter 5 digit fund number.
DEPARTMENT
Enter 5 digit department ID.
PROGRAM
Enter 5 digit program code.
CLASS
Enter 5 digit class code.

Complete the form and click "Display Printer Friendly Version", Print, sign, and submit form to Robert Dan, Student Account Services Accountant, BH-155, MS-0103.


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