Funding assignments can be done automatically or manually. This is set in the funding assignment levels in the funding sheet properties.
For manual assignments, and depending on the design of the business process, the following may occur:
| • | You may be able to view or perform funding assignments or credits at any step in the workflow (or for a non-workflow business process, any status). When the business process is in process, it is referred to as a “Transient Record.” This allows the record to be funded, edited and reviewed before the record is finalized and closed. |
| • | When funding is enabled (or can be viewed), a Funding button appears on the business process form. Click the button to open the Funding Window. |
| • | It is possible that the business process can be designed to disallow funding assignments or credits at the end step (or terminal status if non-workflow). This option prevents further editing of funding assignments or credits after the record has gone through a review process. |
Good practice tips: Review the invoice line items and be sure they are accurate before doing funding. A good practice for design is to disallow line item from being edited after fund assignment steps. This will prevent the invoice line items from being edited after funding has already been assigned.
For automatic assignments, the following generally occurs
| • | Automatic funding occurs when the record reaches the end step in the workflow, or when Finish Editing is clicked if non-workflow. |
| • | The funds are assigned based either on the fund assignment order, or by the ratio of the amounts of each fund, as determined in the assignment options in the Properties. |
It is possible to adjust funding after automatic fund assignments.
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