Re: Fund code dilemma

["Eeva Stierwalt" <eeva.stierwalt@xxxxxxxxxx>]

Sue:  If these order records are inactive, I would leave the old fund codes in and keep them as valid fund codes, but ones that will not be used in the "new scheme of things".  You do not have to include them in your Report Hierarchies and even if you choose to report on them, they will be inactive anyway.  You can change the "name"/description of the fund code to include that they are "old" or something to that effect.  When you do finally archive these records, you can then delete the codes from your file... I hope this helps you!  You may want to run this idea by III to see if they can think of any reason why NOT to do this...  Eeva

>>> skelleher@xxxxxxxxxx 09/19/03 06:09PM >>>
I am having a crisis late on this Friday afternoon.  We want to redo all of
our fund codes.  I have researched thru the manual (and talked to the
helpdesk), but still have some questions.  What are you supposed to do with
order records that are fully paid and/or are no longer taking payments
(either they are cancelled or the record has 50 paid fields)?  

 

The manual states that records that use codes that have been deleted from a
table have "bad code".  I don't see why you should have to change the codes
in those records that are not going to see future use, but the manual
clearly says that you can't delete a fund code if it is used "anywhere in
the system."  

 

Is my only alternative to archive those records?  That means we won't have
access to them for reports, statistics, etc. doesn't it?

 

Help, I hope I am just over thinking this situation and that there is a
simple solution.

 

Sue Kelleher

Head of Technical Services

Barry University

Dwayne O. Andreas School of Law

6441 East Colonial Drive

Orlando, FL  32807

Phone - (407) 275-2000 x266    Fax - (407) 275-3654

E-Mail - skelleher@xxxxxxxxxx 

 



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