Record fund source flow

Follow these steps to record fund source flow.  

1. From the Home screen, click Administration > Utilities tab. The RMS Basis Items screen appears.

2. Click Fund Source Flows in the link menu. The Fund Flows Filter Criteria screen appears.

3. Click Add Fund Source Flow. The Fund Source Flow screen appears.
   
   Click select to update an existing fund source flow record.

4. Click Add Flow Step. The Enter Flow Step Information screen appears.

5. Enter the question for the flow step in the Question Text box.

6. Enter the SQL statement for the flow step in the SQL Text box.

7. Enter additional information in the Additional Information box.

8. If this is the last flow step in the fund source flow, check the Last Step box.

9. Click Save. You are returned to the Fund Source Flow screen.

10. Repeat steps 4 – 7 for additional steps in this fund source flow.

11. Click Save after you complete the steps for this flow. You are returned to the Fund Flows Filter Criteria screen.

See also:

Record new grants or fund sources

Record service budget ceilings and budget details