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How do I edit values in Cash Requirement Fields
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The Cash requirement fields on the Fund 1 tab are grayed out and I can not change them. Why is this?
Answer:
There are two different ways to update this field depending on your end goal.
The easiest and generally most correct way to do this is by using the Manually Adjust SP Amounts utility.
This will update both the field on the Fund 1 tab and the fundsummary history table. This is also the proper method to use if you are updating the field for spending policy entry purposes.
To use the Manually Adjust SP Amounts utility:
To turn the value on and make the field editable:
When spending policy is calculated and the create spending policy menu item is clicked, the value in the report is copied to both the fundsummaryhistory record and the fund record. Since the manually changed value doesn't update the fundsummaryhistory record, we typically leave the field uneditable (grayed out) so that there is no confusion and the values in the two tables remain the same.
The easiest and generally most correct way to do this is by using the Manually Adjust SP Amounts utility.
This will update both the field on the Fund 1 tab and the fundsummary history table. This is also the proper method to use if you are updating the field for spending policy entry purposes.
To use the Manually Adjust SP Amounts utility:
- Go to View
- Spending Policy
- Manually Adjust SP Amounts
- Find the Fund ID that you wish to update. If it isnt there, click New to add.
- Update the Cash requirement column
- Click save
To turn the value on and make the field editable:
- Go to Tools > system utilities > system options.
- Select Funds in the Section area.
- Select Enable_Cash_Requirement in the Option area.
- Choose Yes in Value area.
- Click OK.
- Restart the Fund Module.
When spending policy is calculated and the create spending policy menu item is clicked, the value in the report is copied to both the fundsummaryhistory record and the fund record. Since the manually changed value doesn't update the fundsummaryhistory record, we typically leave the field uneditable (grayed out) so that there is no confusion and the values in the two tables remain the same.
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