Basic Info |
The Basic Info tab enables you to provide more information about capital funding sources.
The field in the top section of this tab defines the data that displays.
Capital funding source ID
Identifier of the capital funding source currently displayed in the grid or that you are defining. Maximum field length is 20 characters. This field has a list box. The funding source description displays to the right of the ID. This field is required.
The fields in the bottom section of this tab enable you to assign funding source types and status IDs and specify amounts, dates, and an external identifier. Unless otherwise indicated, these fields are optional.
Description
Text description of the capital funding source. This field auto-populates when you specify a capital funding source ID. Maximum field length is 60 characters.
Active
If this field has a check, the funding source is active.
Funding source type ID
Identifier of the funding source type. This field has a list box. The source type description displays to the right of the ID. This field is required. Funding source types are defined on the Data -> Equipment Management -> Capital Planning -> Funding Source Types screen.
Funding source status ID
Identifier of the funding source status. This field has a list box. The status description displays to the right of the ID. This field is required. Funding source statuses are defined on the Data -> Equipment Management -> Capital Planning -> Funding Source Statuses screen.
Funded: The amount funded. Defaults to 0 (zero). The field is formatted with a maximum of four places after the decimal.
Available: The amount available. Defaults to 0 (zero). The field is formatted with a maximum of four places after the decimal.
Used: The amount used. Defaults to 0 (zero). The field is formatted with a maximum of four places after the decimal.
Submitted: Date (in MM/DD/YYYY format) that the funding source was submitted.
Awarded: Date (in MM/DD/YYYY format) that the funding source was awarded.
Start: Date (in MM/DD/YYYY format) that the funding source began.
Close: Date (in MM/DD/YYYY format) that the funding source was closed.
Expired: Date (in MM/DD/YYYY format) that the funding source expired.
External identifier
Test field that can be used however you want. Maximum field length is 255 characters.