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EspañolPlanning through Implementing Agencies Voucher
Mon, 2019-06-03 09:17 — asen
Overview
This entity hepls the spending agencies to provide fund to the other Implementing Agencies for Cash Planning with following requirements:
- This screen will be entered by Spending Agency which give funds to Implementing Agencies.
- There should be a workflow process needs to be implemented.
- This screen needs to include FR 208 Coding block and once the approval done from Spending Agency system needs to create commitment for that coding Block
- Security needs to be skipped based on this FR 208 Control screen. That is once the FR 208 Control is approved, implementing agency users should have access to FR 208 Control coding Block
Navigation
Treasury Management ► Cash Planning ► Cash Planning ► Enable Planning Through Implementing Agencies
Planning through Implementing Agencies Voucher screen fields and tab
| Fields | Description |
| Code | Unique identification, entered by the user |
| Workflow Status | Displays the current workflow status of the record. Depending on the workflow configuration setting, the basic stages are: Created, Request for Approval, Active. |
| Originating Institution | Originating Institution, a look up for selection of Institution is needed. By default current user's institutiion. User can update. |
| Amount | Voucher amount, calculated field. Read Only. |
| Coding Block | Coding Block Information. |
| Initiated Date | System given current date assigned automatically. |
| Description | Description of the record. |
| Created By | Name user who creates. Populated automatically by the system at creation time of the record. |
| Created Date | Read only. Will be automatically populated by the system at creation time of the record. |
| Approved By | Populated automatically by the system at approval time of the record. |
| Approved Date | Populated automatically by the system at approval time of the record. |
| Planning Through Implementing Agencies Details tab | This entity will record the information regarding the Implementing Agencies |
| Attachments tab | To add any related documents. |