| • | What information is rolled over into the new fund? |
| • | How do I see the calculated total of a budget adjustment? |
| • | How do I change the fiscal cycle or library defaults while using any wizard? |
| • | FAQs: Rolling Over to a New Fiscal Cycle |
What information is rolled over into the new fund?
When funds are rolled over, basic and extended information fields are retained from the original fund. These values may need to be reviewed for retention in the new fiscal cycle. Budget cycle information about ordering, paying, blocking, and percents allowed are also retained from the original fund.
How do I see the calculated total of a budget adjustment?
The following procedure explains how to display a calculated total.
| 1 | Use the Rollover Fund wizard until the fiscal cycles affected by the rollover display. |
| 2 | Select an adjustment option, either Replace, Increase, or Decrease from the in the Option field. |
| 3 | Type the amount (or percent) to be replaced, added, or subtracted in the Adjust field. |
| 4 | Click Adjust Fund Budgets. |
| 5 | A confirmation dialog box appears, indicating the number of funds adjusted. Click OK, and the calculated total appears in the Budget field. |
How do I change the fiscal cycle or library defaults while using any wizard?
Default values can only be changed using the Session Settings wizard. You must first use the Session Settings wizard to change these settings, then proceed with the other wizards.
Related topics
FAQs: Rolling Over to a New Fiscal Cycle
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