From the General Ledger screen, select the Maintenance menu, Reference Files, and then Funds.
At the Funds screen, enter the number of the fund to change in the Fund Number field. If the number is not known, click the down-arrow button or the Find button to select the correct one.
Make the desired changes to the fund.
Note: If the fund is used in an account number that is currently saved within the Crosswalk Account Numbers option, the system will not allow the fund number to be changed.
After all the changes have been made, click the Save button.
If the number of the fund was changed, a prompt will appear verifying whether or not to change the fund number. To change the fund number, click the Change button. To not change the fund number and revert to use the original number, click the Revert to Original button.
If the Active field was unselected (the checkmark was removed) so the fund is inactive, a prompt will appear stating the account numbers within the fund will change to be inactive as well; click Yes to continue inactivating the account numbers along with the fund.
If the Active field was selected (a checkmark appears in the box) so the fund is active, a prompt will appear stating the account numbers within the fund will change to be active as well; click Yes to continue activating the account numbers along with the fund.
Note: The fund will only be activated up to the last fiscal year displayed in the Fund Years List located on the right side of the screen. If the current fiscal year is not listed, complete the Start New Fiscal Year option for this fund.