Defining funds
Consider the following when defining funds:
• You can link a fund to one or more budgets.
• Upon creation, funds are assigned the Initial status.
• After activating a fund, an amount can only be changed by using a fund change and a fund transfer.
• The status flow of funds is strictly controlled; you cannot return to a previous status.
Procedure
1. In the Budgets TSI, go to Components > Funds.
2. On the action panel, click Add External fund or Add Internal fund.
3. Complete the fields in the data panel. For more information, see Fund data. 4. Click Save.
You have added a new fund.