The properties of a commitment funding sheet are copied from the structure it was created from (which in turn was copied from a template). You can use these properties, or modify them as necessary.
To view or edit commitment funding sheet properties
- On the Commitment Funding Sheet log, select a sheet.
- Click the Properties button. The Properties window opens.
- In the General tab, you can modify the Title and Description.
- In the Assignment tab, you can modify the assignment levels and rules to use for this sheet.
Note: Assignment Levels must be defined before you will be able to process spends records (invoices or payment applications) against this base commit. If you change an assignment rule (for example, from Manual to Auto Ratio), the change will take place on new spends records, it will not affect spends records already in process. See About commitment funding assignment options