Customer-level administrators define funding sources for purchases of supplies and assets, such as donations, grants, and budgets.
Customer-level administrators can set up sources at the client, region, and location levels. The specified level is considered the owner of that funding source. Sources set up at a higher domain level are available to that level and all levels below it. For example, a source defined at the region level is available to all facilities (locations) in that region.
Administrators at the region and location levels can view funding sources but cannot edit or deactivate them.
Your users can easily identify the appropriate source and apply it to inventory. Thereafter, you can accurately track items purchased with funds from a specific source. This purchasing detail is readily available when performing day-to-day tasks, as well as during funding audits and preparedness program evaluation.
Use the Funding Sources page to:
- View your available funding sources
- Add a funding source
- Edit a funding source
- Deactivate a funding source
- Reactivate a funding source
Type
When you define a source, you must specify its type. Predefined types include:
- Capital Budget
- Donation
- Foundation
- Grant
- Operational Budget
- Other
Inventory
Users specify and can change the funding source for inventory. Each entry in the Funding Source pick list includes the source's Type, Name, and dates.
Administration
Keep the following in mind when working with funding sources:
- Funding source identification must be unique. Identification is the combination of the source type, name, start date, end date, and the Available To domain.
- You must set a source's start and end dates; this will help your users identify the appropriate source when working with inventory. Note that the funding source is active until you specifically deactivate it.
- You can manually deactivate and reactivate funding Deactivated or inactive funding sources appear at the bottom of the Funding Sources list and are disabled.
- You can use the solution to track and report on purchases by funding source, which can aid you in funding audits. Your report can include: all funding sources (with associated assets) or sources by year.
- You cannot delete a funding source that has inventory associated with it.