Table of Contents

Grid Actions for a Selected Funding Source

In the Funding Source gid you can access actions for a selected funding source. Actions include Edit, Delete, View, Copy, Allocate, and Credit.

It is not possible to perform actions on more than one funding source at time. If more than one funding source is selected, the actions in the dropdown become inactive.

To Edit

Double click on the funding source row. The record editor appears where you can edit the fields in the funding source.

To Allocate / Credit / View / Delete / Edit

1. Select the funding source by either clicking once on the funding source row or by checking the checkbox to the left of the funding source.

2. Click on the Actions button and select the action you want.

Funding Source Actions

To Copy / Allocate / Credit / View / Edit / Delete

1. Right click on the funding source row to see the Actions for Selected Row menu.

2. Select the action you want to perform.

Actions for Selected Rows

Allocate to Fund

1. Select the funding source by either clicking once on the funding source row or checking the checkbox to the left of the funding source.

2. Click on the Actions button and select Edit/Delete/View Selected.