Funding Sources

Used to track funding in areas including Clients, Courses, Invoices, and Payments.

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Navigation

Main Menu > Selects > E-M > Funding Sources

Applies To:    Enterprise    Plus

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Field Details 

• Status:  Active or Inactive status of the funding source.

• Funding Source: Field cannot be duplicated in more than one record and is a required field.

• Agency Source: The list is a user-defined list from the Company table.

• Grant Status: The list is not user-defined.

• Fund Category: The list is not user-defined.

• Eligibility Criteria:  For reference only and does not activate an automatic record entry in other areas.

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Special Functions

 

AutoOption Field: 

If the AutoOption field is checked, a new record for the respective Funding Name will automatically be appended to the Client Funding records when a new Client record is created.  Note that the AutoAdd function only processes a new Client Funding record on a new Client, not during a Client edit.

 

AddTracking:

This function will add Client Funding records and/or Course Funding records where a Funding Source currently exists in Client Invoices and Payments and where the Client Funding or Course Funding record does not exist.  Amount values are ignored and must be manually set.  No dates are applied.

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