Add Fund Key

Overview

The process to add a Fund Key is available through the Items Tab. The process adds an option in the Fund Key drop-down in the Items Table.

 

Prerequisites

An Authorization must be in the draft stage.

 

Add Fund Key

To add a fund key:

• Right click anywhere in the Items table.

• Select "Add Fund Key" in the context sensitive menu.

• Right click anywhere in the Contract Fund Keys Window.

• Select "Add" in the context sensitive menu.

• Enter the required information.

• Click on the Close Button.

• Note that the new Fund Key will be available in the Fund Key drop-down for a new item.

 

Notes

The Fund Key is required for a Fund Key to show up as an option in the drop-down.