Adding and Editing a Funding Source

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Quick Nav: Admin View > Management Quick Links

Funding Sources are the identifiable sources that represent a sum of money or other financial resources used to purchase an item. When adding a product to an existing purchase order, Asset Management requires a funding source be selected. The "Funding Sources" screen allows a district-level administrative user to add to/edit the list of funding sources.

Note: A funding source can only be deleted if it has not been assigned to a tag.

To edit a Funding Source assigned to a specific tag, there are two administrator options:

  1. For tags with an Inventory Type of "Initial," use Bulk Edit.
  2. For tags with an Inventory Type of "Order," use Edit Purchase Order Details.

FundingSource.PNG

Add a Funding Source

  1. Click on  Funding Sources under Management Quick Links. The Manage Funding Sources window opens.
  2. Click on add.png Add Record.
  3. Enter the funding source name in the Funding Source field.
  4. Enter the funding source description in the Description field.
  5. (Optional) Enter/search for the users allowed to submit tags with this funding source in a transfer in the Transferring Restricted To field.
  6. Enter user e-mail addresses in Status Notifications Sent To field. A nightly notification will be sent to the specified e-mails if at least one tag with this funding source is put into an end-of-life status.
  7. Click on save.png Add.
  8. Click on x.png Close to close the "Manage Funding Sources" window.

Searching for a Funding Source

Because there is a possibility of having numerous funding sources, Asset Management provides a search function to locate the respective funding source.

  1. Click on Funding Sources under "Management Quick Links." The "Manage Funding Sources" window opens.
  2. Enter the respective funding source in the search box under Funding Source in the blue grid header.

fundsearch.png

  1. Press Enter. The screen refreshes and displays the matching funding source.
  2. Click on x.png Close to close the "Manage Funding Sources" window.

Edit a Funding Source

  1. Click on Funding Source under "Management Quick Links." The "Manage Funding Sources" window opens.
  2. Locate the Funding Source.

If the funding source is not visible on the grid, search for the funding source using the search box under "Funding Source" in the blue grid header.

fundsearch.png

  1. Click on edit.png Edit next to the funding source’s name. The grid expands.
  2. Update the information in the necessary fields: Funding Source, Description, Transferring Restricted To, Status Notifications Sent To, and Transfer Notifications Sent To.
  3. Click on save.png Update.
  4. Click on x.png Close to close the "Manage Funding Source" window.

Delete a Funding Source

  1. Click on Funding Source under "Management Quick Links." The "Manage Manufacturers" window opens.
  2. Locate the Funding Source.

If the funding source is not visible on the grid, search for the funding source using the search box under Funding Source in the blue grid header.

fundsearch.png

  1. Click on delete.png Delete under the Actions column.

If the funding source is assigned to any products, the user will receive a tooltip, "Funding Source is currently in use," and will not be able to delete.

  1. Click on save.png Save.
  2. Click on x.png Close to close the "Manage Funding Source" window.

Restrict Transfer of Tags per Funding Source

Certain funding sources (e-Rate) require assigned users for site-to-site transfers within a district. 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" unless there is an assigned user to the restricted funding source.

Warning: Assigned users in this process, with multiple assigned sites (User Management), may receive notification for each assigned site regarding transfers with restricted funding source tags.
  1. Click on Funding Sources under "Management Quick Links." The "Manage Funding Sources" window opens.
  2. Search for the respective Funding Source.
  3. Click on edit.png Edit next to the funding source’s name. The grid expands.
  4. Enter the respective Asset Management username(s) into the Transferring Restricted To field.
  5. Click on save.png Update.
  6. Click on x.png Close to close the "Manage Funding Sources" window.

E-mail Notifications

The "E-mail Notifications Sent To" feature allows administrators to input e-mail addresses for restricted funding sources. A nightly notification is sent to the respective e-mails if (1) at least one tag with the restricted funding source is submitted on a transfer for the day or (2) a restricted funding source is placed into an end-of-life status. Include a semi-colon (;) after each entry if there are multiple e-mail addresses.

  1. Click on Funding Sources under "Management Quick Links." The "Manage Funding Sources" window opens.
  2. Search for the respective Funding Source.
  3. Click on edit.png Edit next to the funding source’s name. The grid expands.
  4. Enter the respective e-mail addresses into the Status Notifications Sent To field.
  5. Click on save.png Update.
  6. Click on x.png Close to close the "Manage Funding Sources" window.