Funding Sources

Funding Sources are the identifiable sources which represent a sum of money or other financial resources used to purchase an item.  When adding a product to an existing purchase order, TIPWeb-IT requires a funding source be selected.  The Funding Sources screen allows a district level administrative user to add/edit the list of funding sources.

Add a Funding Source

    1. Click on Funding Sources under Management Quick Links.
       Hardware Management Quick Links

    2. Click on Add Record.

    3. Enter the name of the Funding Source .

    4. Click on save.PNG Save.

Searching for a Funding Source

Because there is a possibility of numerous funding sources, TIPWeb-IT provides a search function to locate a particular funding source.

1.    Click on Funding Sources under Management Quick Links.

      

2.    Enter the desired funding source in the search box under the Funding Source heading.

3.    Press Enter on computer keyboard. The screen will refresh and display only the funding source requested.

 

Restrict Transfer of Tags per Funding Source

The funding source and description can be edited, as indicated by the Edit icon.

1. Click on Funding Sources under Management Quick Links.

   

2. Click the Edit icon next to the desired funding source to be edited. The row expands revealing the funding source details.

3. Changes can be made to the funding source, description and/or transfer restriction.

 

Restrict Transfer of Tags per Funding Source

Certain funding sources require additional levels of management as they move from site to site within a district (example: e-Rate items).  By assigning a TIPWeb-IT user to  the funding source, TIPWeb-IT will require the assigned user to approve all respective tags within any site to site transfer.  If a restricted funding source tag is added to a transfer, the transfer and ALL tags within it will not be eligible to be Submitted and/or placed In Transit.

WARNING:  TIPWeb-IT users identified in this process will possibly require every site assigned to them (in User Management) and be notified, outside of TIPWeb-IT, regarding each transfer containing tags with restricted funding sources.

    1. Click on Funding Sources under Management Quick Links.
      Hardware Management Quick Links

    2. Search for the desired Funding Source.

    3. Click on Edit. This expands the respective funding source's row.

    4. Enter the desired TIPWeb-IT user name(s) into the Transferring Restricted To field.  

    5. Click on save.PNG Save.

    E-Mail Notifications Sent To:

    Allows for District Administrators to input e-mail addresses for funding sources. A nightly notification is sent to the specified e-mails if at least one tag with the funding source is submitted on a transfer for the day. For multiple e-mails include an (;) asterisk after each entry.

     

    1. Click on Funding Sources under Management Quick Links.

             Hardware Management Quick Links

    1. Search for the desired Funding Source.
    2. Click on  Edit. This expands the respective funding source's row.
    3. Enter the desired email address(es) into the E-Mail Notifications Sent To field.  
    4. Click on save.PNG Save.

NOTE:

A funding source can only be deleted if it has not been assigned to any tag.

To edit a Funding Source assigned to a specific tag, there are two options for an Administrative Administrator.  

    1. For tags with an Inventory Type of Initial, use Bulk Edit.
    2. For tags with an Inventory Type of Order, use Edit Purchase Order Details.