Manage Federal Setup Options

The Manage Federal Setup Options task lets you define and maintain the business unit attributes for each business unit of your agency. These attributes enable support for federal processes including Prompt Payment and Federal Payment Formatting.

This table shows you the attributes that you can define for a business unit:

Attribute	Description
Business Unit	A unit of an enterprise that performs one or many business functions rolled up in a management hierarchy. A business unit (BU) can process transactions on behalf of many legal entities. Most business units have a manager, strategic objectives, and a level of autonomy. A BU is responsible for its own profits and losses.
Federal Employer ID Number	An identification issued by the IRS to any entity, including individuals that must pay withholding taxes on employees. The federal employer ID number is the corporate equivalent of the Social Security number.
PAM Input System	The PAM input system value, if provided, is populated on the PAM payment file. If not provided, the PAM payment file will be populated with the PAM input system profile option defined on Manage Federal Profile Options page.
PAM Agency Abbreviation	The agency abbreviation value, if provided, is populated in the PAM payment file. If not provided, the PAM payment file is populated with the agency abbreviation profile option defined on the Manage Federal Profile Options page.
Default Interest Reason	The default reason assigned to invoices that include calculated interest.
Default Discount Lost Reason Code	The default reason assigned to invoices that have lost a discount upon payment.
SAM Default Bank	The default external bank to use when creating a bank account for a SAM (System for Award Management) trading partner's agency location code (ALC).
SAM Default Bank Branch	The default external bank branch to use when creating a bank account for a SAM trading partner's ALC.

To define business unit attributes:

1. In the Setup and Maintenance work area, go to Manage Federal Options task:

   • Offering: Financials

   • Functional Area: U.S. Federal Financials
   • Task: Manage Federal Options

2. On the Manage Federal Options page, click Add Business Unit.

3. On the Federal Options page, select the business unit from the Business Unit drop-down list.

4. Enter values for the fields in the Reporting Agency and Payments sections, as required.

5. Click Save and Close.