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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:
When you define a source, you must specify its type. Predefined types include:
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.
Keep the following in mind when working with funding sources: