Skip to Local Navigation
Skip to Content
California State University, Long BeachCalifornia State University, Long Beach
Skip to Content

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 the Bursar's Office 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


Problems displaying a printer friendly version?
Get Acrobat Reader

Troubleshooting Problems Displaying a Printer Friendly Version

There are several reasons why the printer friendly version may not display

  • Acrobat Reader is required. If you do not have Acrobat Reader, click on Get Acrobat Reader to download this program for free.
  • Acrobat Reader is configured so that it does not display PDF files in the browser. To resolve this, open Adobe Reader. Select Edit->Preferences. Click on the Internet Category on the left side of the window. Place a check in the box next to "Display PDF in browser". Close Acrobat Reader.
  • Your Acrobat Reader installation needs to be repaired. To resolve this, click on Help->Repair Adobe Reader Installation. Close Acrobat Reader.
  • If you have any problems completing this form, please contact fmsupport@csulb.edu.

To try to display a printer friendly version again, Click Here



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 students’ 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.


Return to Form Entry