Edit Fund Key

The process to edit a fund key is available through the Accounting Funding Tab.

A user must be authorized to edit a fund key.

To edit a fund key:

Search for and select a contract from the Select Contract drop-down menu.
Navigate to the Accounting Funding Tab.
Click on the fund key to be edited in the Funding list. This will highlight the fund key in the list and populate the detail window with information about that fund key.
Edit desired field(s).
- Click on the pencil icon () to open the Edit Fund Key Window.
- A new pop-up window is displayed.
- Select each part of the fund key (i.e. Fund Code, Area Code, Sequence Code, etc.) using the drop-down menus as necessary.
- Click on the Set Fund Key Button.
Set fund key status to either active or inactive.
Edit funding group, if necessary.
Add, edit, and delete payment participants as necessary.
Add pertinent comments.
Click on the Save Button.

The Notes field in the Accounting Funding Tab automatically logs edits made to a fund key. Manual notes appear in the field using the same format, including user name and time stamp.
When a fund key number is edited that change is automatically made in all applicable locations within a contract.
The sum of Payment Participant % for added participants cannot exceed 100%.
Users are prevented from saving changes to a system item to which changes have already been made. This prevents concurrency errors.