Add Funds Tracking for a Client

You can configure funds tracking for a client organization.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Requisition > Funds Tracking on the left navigation menu.
  4. Click the PO Configuration tab.
  5. Click .
  6. Configure the settings for the budget/purchase order. For more information about these settings, see Funds Tracking Configuration.
  7. Click .
    If you are configuring a PO, you must add at least one line association for tracking. For more information about this set up, see Add a Line Association List.