Differences

This shows you the differences between two versions of the page.

--- acq:funds [2019/06/27 01:41] – [Considerations when creating funds] tlittle
+++ acq:funds [2019/06/27 13:19] – [Create a fund] tlittle
@@ Line 57: / Line 57: @@
   * **Year**  - This can be a fiscal or calendar year. The format is YYYY.
   * **Org unit**  - This indicates the organizational unit(s) whose staff can use this fund.
+<note>If you are a multi-branch system with centralized ordering, you would put your system (i.e. DTRL). If ordering is decentralized (at different branches), you should select the branch (like DTRL-BLAK).</note>
   * **Currency Type**  - When a fund is applied to a line item or copy, the price of the item will be encumbered in the currency associated with the fund.
   * **Active**  - Check this box to activate the fund. You cannot make purchases from an inactive fund.
@@ Line 63: / Line 65: @@
   * **[[:acq:glossary#balance_warning_percent|Balance Warning Percent]]**- This gives you a warning when the fund is low when the specified amount remains.
-  * **[[:acq:glossary#fund_propagation|Propagate]]**- At year-end closeout, this will create a new fund in the new fiscal year with the same parameters as your current fund.
+  * **[[:acq:glossary#fund_propagation|Propagate]]**- At year-end closeout, this will create a new fund in the new fiscal year with the same parameters as your current fund. All of the settings transfer except for the year and the amount of money in the fund.
   * **[[:acq:glossary#fund_rollover|Rollover]]**- This will roll over remaining funds and/or encumbrances during the fiscal year-end close out operation into the same fund for next year. This can be changed at any time.
 . Click //Save.//