In addition to assigning or crediting funds from the funding sheet, you can also adjust the funding allocations that were rolled up to the funding sheet directly from the business process record in which the transaction took place.
To reassign project or shell funds
- Open the business process record in which you want to reassign funds.
- Click the Funding button. The Cell Detail window opens.
- Click Select. The fund picker opens.
- Select the funding source from which to assign funds.
Depending on the design of the BP, the Fund picker may display all funds being used by the company or only those funds currently allocated to the project or shell.
- Click OK. The Assign to Fund window opens.
- Enter the percentage of the transaction amount to assign to the new fund and click OK.