Rollover Fund WizardRollover Fund WizardThe Rollover Fund wizard guides you through the process of rolling funds over to a new fiscal cycle.
To rollover a fund
| 1 | Select a From Fiscal Cycle value from the list. |
| 2 | Type a To Fiscal Cycle value or select one from the list. |
| 3 | In the Fund Search, identify the fund or funds to rollover. You search will be limited to only those funds that have not been rolled over to the specified fiscal cycle. |
| 4 | A table of funds meeting your search criteria appears. Your selected search options appear just above this table. |
| 5 | You can select the Select All check box to rollover all listed funds, or select the check boxes next to individual funds and click Rollover Selected Funds. |
A Rollover Fund Complete dialog box displays the number of cycles created, and indicates if any cycles already existed.
| 6 | If selected in wizard properties, you may be able to make modifications to individual funds in the Adjust field, then click Adjust Fund Budgets. |
You can use this wizard to rollover a single fund record. For information about rolling over multiple fund records at one time, see “How do I rollover funds?” in FAQs: Rolling Over to a New Fiscal Cycle.
If the system is configured to track audit trails, an audit trail of fund transfers will be maintained in the audit trail database. A separate entry is added for each transfer.
After rolling over a fund, you can click one of the following options.
| • | Rollover More Funds to rollover funds for another selected group of funds |
| • | Adjust Fund Budgets to modify the new budgets you rolled over |
| • | Close to exit the Rollover Fund wizard |
Related topics
Rollover Fund Wizard Properties
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