By enabling the Funding Obligation Process in funding settings, you are enabling the entry of additional Funding Properties that are associated with  each fund source. 

These properties include:

PR:

PRPLI:

PRALI:

DateObligated:

PO:

POPLI:

POALI:


Availability

Users that have any of the Funding Administrator or Obligate Funding Permissions will have access to Obligate Funding when Funding Obligation is turned on for a License. 


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User Inbox


Summary


The ISite Funding Obligation Process is accomplished via a two step process that is available via Users Inbox. To initate this process, a user will enter their inbox to the section that labled " Funding Awaiting Purchase Request" to initiate this process by clicking the button "Create New Purchase Request". Similarly, Step 2 will require a user to navigate to "Funding Awaiting Purchase Order" and click on the "Create New Purchase Order" button. 


Step1: 

A.Users will filter Funding Packages by Clin.  (Including more than one Clin at a time can be configured in settings)

B.PR PLI and PR ALI will be assigned by the criteria defined below. 



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Record Sorting:

Cost Center, Task, Fund WBS, Fund, FundSource Code.  

  • All Sorting Occurs least to greatest.  
  • Sort numbers and numbers stored as text separately (23D201 > 23D2)

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Grouping 1 is considered: 

CLIN

Cost Center  (first 2 digits)

Fund wbs 

Fund 


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PLI Breakpoint Rules upon Either. 

  1. Change in Cost Center (first 2 digits) or  
  1. Repeat Groupings 1



(PLI breakpoint rules are only checked within current PLI until breakpoint is identified.)


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ALI Increments Upon:

ALI increments upon repeating records of PLI (in the order of the required sort above) staring with 1. 


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       C. Enter PR Number

       D. PR Number is then entered and applied to all records. 

       E. *Review and Publish PR.


Step 2:

       A. Select a PR to finalize. 

       B. Enter a Obligation Date, PO Number, PO PLI and PO ALI.   

       C. *Review and Publish PO. 



*Note that changes cannot be edited after Publish. 


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