Available to Spend Section Missing from the Balance tab of the Fund Record
  • 24 Jan 2023
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Available to Spend Section Missing from the Balance tab of the Fund Record

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Article summary

When looking at the Balance tab of the Fund Record in FIMS, the Available to Spend section is missing. How can I add it?

Answer:
Ensure there is both a Spending Policy and Available to Spend code defined on the Fund Record.

The available to spend code is assigned from the Fund 2 tab.
The spending policy codeis assigned on the Fund 1 tab, policy drop down.

To prevent this from occurring in the future, make sure there is a default Available to Spend code defined in File Maintenance > Funds > Fund Code Maintenance > Available to Spend. It should be coded as SYSDEF. More information about setting up the default Available to spend code can be found here:

How do I set up a default for Available to Spend?

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