Funding Instrument

Overview

Funding Instrument refers to the manner to which the funding source can be acquired.  This is not part of CoA (UACS). It is used during Bid Process. It enables the selection based on the requirements need.

 

Navigation

Catalogues ► Funding Instrument

 

Funding Instrument screen fields and tab

Field

Description

Code

Unique identification code.

Active

Active status - if checked, Funding Instrument is active.

Description

Description of Funding Instrument.

Applicable Procurement Rules

Collection of child Funding Instrument for the particular Trade Agreement.

 
Procedure
 
User: Admin
 
  1. User is logged into the system.
  2. User goes to Funding Instrument option.
  3. System presents Funding Instrument form.
  4. User clicks on ‘Create’ Button.
  5. User fills out the Funding Instrument information form presented by the system.
  6. User attach the Funding Instrument for a particular Trade Agreement.
  7. User clicks ‘Save’ button to save the Funding Instrument information.
  8. If users does not save the Funding Instrument information, system does not record it and shows error message.