Configuring Fiscal Folio Parameters

Fiscal Folio Parameters are individual settings that must be configured for fiscal communication to be successful with a Fiscal Partner. Each Fiscal Partner has a corresponding template of specific Fiscal Folio Parameters that are used for fiscal communication. When you create a Fiscal Partner, the corresponding Fiscal Folio Parameters auto-populate on the Fiscal Folio Parameters screen. The configuration of these Fiscal Folio Parameters is required for successful fiscal communication with the Fiscal Partner.

In multi-property operations, you can copy fiscal folio parameters to other properties. See Copying Configurations to Multiple Properties.

Adding Fiscal Folio Parameters

1. From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Parameters.

2. Click New and complete the following:

   1. Property: Enter or select the property.

   2. Partner: Select a fiscal partner from the list.

   3. Code: Enter a code for the parameter.

   4. Value: Enter a value for the parameter.

   5. Description: Enter a description for the parameter.

   6. Click Save.

Editing Fiscal Folio Parameters

1. From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Parameters.

2. Enter search criteria and click Search.

3. Select the fiscal folio parameter in the search result, click the vertical ellipsis Actions menu, and then select Edit.

4. Update the details.

5. Click Save.

Deleting Fiscal Folio Parameters

1. From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Parameters.

2. Enter search criteria and click Search.

3. Select the fiscal folio parameter in the search results, click the vertical ellipsis Actions menu, and select Delete.

4. Click Delete again to confirm.