Contents
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Creating a New Fund
Before creating a new fund in the system, it is strongly recommended to perform a search for existing funds prior to creating a new one. In order to search for existing funds, follow the instructions outlined in the section named Fund Search.
Once you have performed a search and are certain that the fund you want to create is not in the system, create a new fund by one of the following methods:
Click on the New Fund Entry link at the top right corner of the Fund Administration - Search Funds page (FU0004).
Click on the New Fund Entry menu option on the Payment and Fiscal Management main menu.
As a result of either of these methods, the next page displayed is the Create New Fund page (FU0011).
Complete the following fields as described by using the down arrow (
) next to the field to make your selections.
Fiscal Year
The fiscal year identifies the appropriation fiscal year for funds.
Vision Dept. ID
The Vision Dept. ID's are used in the Vision extract.
Vision Fund Code
The Vision Fund Code indicates the source of the funds, i.e. State General Fund or Federal funds.
Vision Program Code
The Vision Program Code identifies a more definitive source of the funds than indicated by the Vision Fund Code, i.e. IV-E, IV-B. This code is not used in the CCIS, but is transmitted to Vision by interface.
Vision Account Code
The Vision Account Code indicates the nature of the purpose of the funds, i.e. quality, family support, community grants.
Status
Select the status value for Active or Inactive by using the radio button for this field (
).
Allocation
Enter the amount of the allocation for the account using the format $$$$$.
Memo
Enter any pertinent notes regarding the fund in this field.
More:
Saving the New Fund Entry