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How to Inactivate an Index
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Summary: When the activity associated with an index ends, you should inactivate the index to prevent new transactions from being recorded against it. Follow these instructions to inactivate the index.
Note: All transactions referencing the index must be completed before you inactivate it. |
| What to do |
How to do it |
| 1 |
Open Index Inactivation page. |
- Open the Index Inactivation page.
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| 2 |
Enter the indexes to be inactivated. |
- Type in all the indexes you want to inactivate in the Retrieve Index Activity field.
- Click Get Activity.
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| 3 |
Review the Activity Report. |
- To successfully inactivate an index, the activity page must show no activity and a zero balance.
The balance on this report represents "Fiscal Year to Date," not "Grant Inception to Date."
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| 4 |
Send the results to the appropriate campus office. |
- Copy and paste the results page into an e-mail or print it to send via campus mail.
If the index is:
- A budget index (fourth and fifth characters of index are B and D), send the complete, approved request to the Campus Budget Office (CBO), Mail Code 0936. After CBO approval, CBO forwards the request to General Accounting for inactivation in IFIS.
- Associated with an OPAFS fund, send the complete, approved request to OPAFS, Mail Code 0954
- Associated with a General Accounting fund, send the complete, approved request to General Accounting, Mail Code 0953
- Associated with a Disbursements fund, send the complete, approved request to Disbursements, Attention: Robin Posner, Mail Code 0955
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Questions? For General Accounting questions, contact the IFIS Help Desk. For OPAFS questions, see OPAFS Contacts. |
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