UCSD Blink: How to Create a Subsequent Index (Index Copy)

Glossary Terms
	IFIS
	Index
	Master index
	Subsequent index
Departments
	General Accounting

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How to Create a Subsequent Index (Index Copy)

Summary: Learn how to create a subsequent index, also known as an index copy, in IFIS (Integrated Financial Information System).

A subsequent index is an index that uses the same fund, organization, and program codes as an existing index.

Note: You must have a valid user ID to access IFIS. Please see How to Get a User ID (Business Systems).

What to do		How to do it
1	Obtain access to index copy (INDEXCPY) in IFIS, if you don't already have it.	Ask your Departmental Security Administrator (DSA) to submit a request via email to Ron Campnell and Everett Stauffer for INDEXCPY access. Specify user ID and all index prefixes you need access to.
2	Log into the mainframe.	Enter your valid user ID and password. Select IFIS from the main menu. Press Enter.
3	Navigate to the INDEXCPY screen.	Tab down to the NEXT SCREEN field and type GA INDEXCPY or: Select GA submenu (PF12). Select COA2MENU (PF11). Select INDEXCPY (PF21).
4	Create a new index.	Retrieve the "master" index by entering the existing index in the MASTER ACCT INDEX field. Press Enter. Enter A in the ACTION (AC) field. Enter the new index and description in the ADDITIONAL ACCT INDX field. Note: The new index must have the same prefix as the master index but the last 4 digits can be anything you choose. Enter the effective date in the EFFECTIVE DATE field. Note: If no date is entered, the current date will default. Make sure that the effective date is the earliest date possible. Once the index in entered, the effective date can't be changed. Press Enter.
5	Use the new index.	The index is immediately available for IFIS actions and FinancialLink transactions. Updates are made via an overnight batch process, so: The index will show up in FinancialLink reports the next day. Payroll actions will appear one or two days after you make the change.