Fund Management
The Online Selection & Acquisitions (OSA) Fund Management dialog ( Figure 45 ) allows users with the appropriate
security permissions to add new funds, update existing fund information, copy funds, delete funds, and perform Fiscal Year Maintenance.
OSA also provides options to display warnings when encumbrances exceed specified fund thresholds, and allows you to increase or decrease fund allocations.
To Open Fund Management:
- Click the Admin navigation link at the top of the OSA screen.
- Under Acquisitions Setup click Funds.
- The Fund Management dialog will display. Click the appropriate Fund Management Option in the list below to view instructions on how to perform the actions listed for that option.
TIP: To change the Fund Type displayed above the drop-down list, please read the following note:
The drop-down list can be set to display Open Funds, Encumbered Funds, or All Funds. When the dialog opens, it defaults to Open Funds. To change the Fund Type displayed for this session only, click one of the other choices displayed below the drop-down list. Then click the drop-down to select the desired fund to Update or Copy.
Fund Management Options
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