The Fund Details form can be configured by creating a Fund Attribute form in uDesigner. With the import of this attribute form, you are also importing designs for the fund picker, which is used to add funds to business processes and project/shell funding sheets, as well as "Find" on the picker. If you do not create a fund attribute form, a default fund code form and fund picker will be used.
Only one fund attribute form may be created and imported per company.
Notes:
- Use caution when modifying and re-importing an attribute form. For example, if you make changes to a data definition, such as Fund Category after it is being used in the funding sheet, the system may not see the new data definition and will produce an error.
- Oracle strongly recommends that you use the Development environment to create your uDesigner business processes and attribute forms before deploying to the Test/Production environment.
To import a fund attribute form into Unifier Production environment, see Importing Configuration Packages.