Level Reorganization Form Instructions

The Level Reorganization Form can be used to move individual posting accounting units or levels within the general ledger hierarchy structure.  Each accounting unit rolls up to a single level 1 - Division, 2 - VP/School, 3 - Program/Area, and 4 – Department.  All reorganizations must move an accounting unit to a new Level 1 – 4 rollup. If you are moving an entire level, it must include all of the upper hierarchy levels.

Please be aware that there is a freeze period from July 1^st until the year-end audit has been completed. Any pending reorgs received during that time will be evaluated and processed near the end of September or early October.

1. First, download or save the form from the browser window.  Open the blank form in Adobe Pro or Adobe Reader to enable all fillable and saving functionality.
2. Enter the Requester’s Name, the Budget Administrators name, and the effective date of the request.
3. On the first row list the 6 digit Accounting Unit (AU) or the level 1-4 with the original levels and the new desired Levels.
   • Note: Level 1 is two digits, Levels 2 and 3 are three digits, and Level 4 is 4 digits.
   • If all AUs within a level should be moved to a new level, the Level can be listed rather than listing a row for each individual AU.
   • If a new Level is being requested, list the word “NEW” in the block and provide a detailed description of the request as well as a 30 character level description.
4. Provide a detailed description for the requested reorganizations.
5. Email the completed form to FinancialSystems@luc.edu by clicking the “Email button” at the bottom of the form.
6. Requests be evaluated and approved by Finance before being processed.