Funding Sources are the identifiable sources which represent a sum of money or other financial resources used to purchase an item. When adding a product to an existing purchase order, TIPWeb-IT requires a funding source be selected. The Funding Sources screen allows a district level administrative user to add/edit the list of funding sources.
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Add a Funding Source
Use the following steps to add a funding source:
- Click on Funding Sources under Management Quick Links.
- Click on Add Record.
- Enter the name of the Funding Source.
- Enter a Description for the Funding Source.
- Enter the desired TIPWeb-IT user name(s) into the Transferring Restricted To field.
- Enter the desired email address(es) into the Status Notifications Sent To field. 1
- Enter the desired email address(es) into the Transfer Notifications Sent To field. 2
- Click on Save.
Edit a Funding Source
- Click on Funding Sources under Management Quick Links.
- Enter the desired funding source in the search box under the Funding Source heading.
- Click the Edit icon next to the desired funding source to be edited. The row expands revealing the funding source details.
- Changes can be made to the funding source, description and/or transfer restriction.
- Click Save to save your changes.
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- as you review this topic.Notes
- Certain funding sources require additional levels of management as they move from site to site within a district (example: e-Rate items). By assigning a TIPWeb-IT user to the funding source, TIPWeb-IT will require the assigned user to approve all respective tags within any site to site transfer. If a restricted funding source tag is added to a transfer, the transfer and ALL tags within it will not be eligible to be Submitted and/or placed In Transit.
- Allows for District Administrators to input e-mail addresses for funding sources. A nightly notification is sent to the specified e-mails if at least one tag with the funding source has a Status change or is submitted on a Transfer for the day. For multiple e-mails include an (;) semicolon after each entry.