Transfer Budget Amount Wizard PropertiesTransfer Budget Amount Wizard PropertiesYou can change certain system settings and defaults for the Transfer Budget Amount wizard using the Set Properties window. The Transfer Budget Amount wizard allows you to set the following properties.
Display Property Page
The Display Property Page value allows you to choose when to display the Transfer Budget Amount wizard’s Set Properties window. Select one of the following options.
| • | Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client. |
| • | Never – Does not display the Set Properties window as part of the wizard work flow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu. |
Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.
Defaults
On the Defaults tab, you can set defaults to customize your use of the wizard.
Before starting this wizard, you must select a default fiscal cycle for destination funds. See the Transfer Options section below.
Search Preferences
Select from the following search preferences.
| • | Preferred Search Type – Click one of the search method options. Search is the default search preference type. |
| • | Preferred Search Index – Select an index from the list. The default value is Fund ID. |
Display Options
The following tab display options are selected by default.
| • | Copies Tab: Acquisitions |
| • | Extended Information Tab |
| • | Financial Tab |
| • | Invoices Tab: Funds |
| • | Fund Levels Tab |
| • | Orders Tab: Acquisitions |
| • | Performance Tab |
Transfer Options
Fiscal Cycle of Destination Funds – Select a default fiscal cycle for the destination funds from the drop-down list.
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