Fund IDs must not contain spaces.
| • | What information is duplicated to the new fund? |
| • | How do I change the fiscal cycle default while using fund wizards? |
What information is duplicated to the new fund?
When a fund is duplicated, a new Fund ID must be provided. If not entered, a default AUTO value may be supplied. The maximum length for this field is 20 characters.
Fund IDs must not contain spaces.
All Basic Information and Extended Information is copied from the original fund.
The Budget Cycle information is always duplicated to include the following default values.
| • | Budget Amount is $0.00 (blank) |
| • | Percent Encumbrance Allowed is 100% |
| • | Percent Expenditure Allowed is 100% |
| • | Block Over Encumbrance is selected |
| • | Block Over Expenditure is selected |
| • | Ordering Allowed is selected |
| • | Paying Allowed is selected |
Fund duplication must be within the same cycle.
How do I change the fiscal cycle default while using fund wizards?
These values can only be changed using the Session Settings wizard. You must first use the wizard to change these settings, and then proceed with the other wizards.
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