Spending Policy System Option
  • 29 Nov 2023
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Spending Policy System Option

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Article summary


Spending Policy System Option


You can set the following default option to apply to your Spending Policy Create Entries Edit report.

Option

Values

Description

Warning for No Fund Summary

Yes

No

Determines whether you want the Spending Policy Create Entries Edit report to generate a warning when no Fund Summary History record exists for the Fund and Fiscal Year. Select Yes to generate a warning, or No to generate an error.

Include Period 13 DataYes
No
Choosing Yes causes the Spending Policy calculation to include Period 13 figures into reports, otherwise it doesn't.  

Note: After setting System Options, you should close and reopen the selected module to allow the changes to take effect.

1. From anywhere in FIMS, select Tools > System Utilities > System Options.

2. On the Preferences tab, select Spending Policy from the Section pane. The list of available options appears in the Options pane.

3. Select the option you want to set, and then select the desired value from the Value pane.

4. Click the Apply button when you are finished setting each option. When you are completely finished setting options, click OK.

 


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