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
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From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Parameters.
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Click New and complete the following:
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Property: Enter or select the property.
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Partner: Select a fiscal partner from the list.
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Code: Enter a code for the parameter.
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Value: Enter a value for the parameter.
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Description: Enter a description for the parameter.
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Click Save.
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Editing Fiscal Folio Parameters
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From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Parameters.
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Enter search criteria and click Search.
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Select the fiscal folio parameter, click the vertical ellipsis Actions menu, and then select Edit.
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Update the details.
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Click Save.
Deleting Fiscal Folio Parameters
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From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Parameters.
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Enter search criteria and click Search.
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Select the fiscal folio parameter, click the vertical ellipsis Actions menu, and select Delete.
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Click Delete to confirm.
Parent topic: Configuring Fiscal Management