Contents x
    How do I set up a default for Available to Spend?
    • 24 Jan 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

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

    • Updated on 24 Jan 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary

    An Available to Spend code of SYSDEF can be set up as a default for all funds without an Available to Spend code specified on the fund record.

    Answer:

    When you set up available to spend (ATS) , if you create a code with a value of SYSDEF( or sysdef) , this value will be used as the default ATS calculation if there is no existing value in the ATS field on the fund record.

    In other words:
    • If you leave the ATS field blank on the Fund 2 tab, the ATS code that will be used to calculate the ATS will be SYSDEF. 
    • If you fill in the ATS field with a value of SYSDEF, the SYSDEF value will be used to calculate the ATS which is the same as leaving it blank.
    • If you fill in the ATS field with a value of SP, the SP value will be used to calculate the ATS.
    A typical setup would be this for a 3 Fund Balance system:


    Was this article helpful?
    What's Next