Import Spending Policy Amounts

If you calculate your Spending Policy outside of FIMS, use the Import Spending Policy Amounts utility to import your calculated values into FIMS. This routine updates the Fund record and the Fund Summary History record. After importing the figures, use them to create General Ledger Journal entries.

You can import Cash Requirements or Admin Fees.

Note: The spreadsheet must have two columns: one containing the FIMS Fund ID code and the other containing the Spending Policy Amount. The spreadsheet must also be saved in comma-delimited (.csv) format.

Note: IMPORTANT: Always make a backup copy of your database before running this utility (or any process that will delete multiple records). You may also want to first run this utility in your Test and Learn database before using it on your actual data.

1. Select View > Spending Policy > Spending Policy Import. A message displays to provide information about the utility.

2. Read the message, and then click OK.

3. In the Import File field, enter or lookup and select the path and file name for the spreadsheet that contains your Spending Policy information.

4. Enter the Fiscal Year for which Spending Policy Amounts will Apply.

5. In the Import $0.00 amount spending policies field, either enter Yes or No to indicate whether you want to import all of your calculated amounts, even if they are zero value.

6. Select the type of values that you want to import: Cash Requirements or Admin Fee.

7. Click the Import button. A message displays at the bottom of the Import Spending Policy Values window to list the number of records imported. 

8. Click the Edit Report button on the Import Spending Policy Values window.

FIMS checks the imported records against existing Fund ID codes to make sure that they match and lists the Fund ID and Spending Policy Amount for each record. If there are no errors in the report, you are ready to save the values. If there are errors, fix them in your spreadsheet and rerun the import process.

9. Click the Save Values button on the Import Spending Policy Values window to save the new Spending Policy amounts and update the Fund and Fund Summary History records with the new values.

10. (Optional) Run the Cash Requirements Report, manually adjust your Spending Policy amounts, and / or run the Create Recurring, G/L, or Budget Entries utility.