Fund Source Page
Use this page to create and maintain information about fund sources.
When Anthology Finance & HCM is integrated with Anthology Student, each time a user updates fund source information, Anthology Finance & HCM sends updated information to Anthology Student.
Note: After updating fund sources in Anthology Finance & HCM, the integration should avoid modifying Fund Source Configurations in Anthology Student for fields that are not present in both systems. Specifically, Financial Eligibility should not be changed to BLANK if the user has previously saved a choice and a change is made in Anthology Finance & HCM and synced again.
Roles and Privileges
-
CMC: Student accounting administrator - To create and edit a fund source record, to set up the ledger posting for a fund source record, and to view the Student transactions and Student awards pages.
-
CMC: Student accounting manager - To view the records on the Fund source and Fund source posting pages and to view the Student transactions and Student awards pages.
Access Method
Navigate to Modules > Student accounting > Financial aid fund source > Fund sources.
Navigating the Form
The following tables describe the page controls.
Actions
| Action button | Description |
|---|---|
| Fund source |
Create a new Fund source. Note: A user can create a Fund source even if there is no Fund source financial dimension set up in the system. |
| Edit | Modify the Fund source details. |
| Transactions |
Opens the Student transactions page and displays the transactions that are filtered by the selected fund source. For more information, refer to Student Transactions Page. Note: This menu option is disabled for a Federal Work-Study (FWS) type of fund source. |
| Student Awards | View the Student awards for the selected Fund source. This menu is enabled only for a FWS type of Fund source. |
General
| Field | Description |
|---|---|
| Fund source | The Fund source code. |
| Description | Description of the Fund source code. The description is often a short explanation for the code. |
| Active from | The date when the Fund source becomes available. |
| Active to | The date when the Fund source becomes unavailable. |
| Fund source type | The Fund source type. |
Payee details
| Field group | Description |
|---|---|
| Name or description | The name or description of the payee. |
| Country/region | The country name in the payee address. |
| State | The state name in the payee address. |
| ZIP/postal code | The ZIP/postal code in the payee address. |
| City | The city name in the payee address. |
| County | The county name in the payee address. |
| Street | The street name in the payee address. |
Deletion of Fund Source in Anthology Finance & HCM
Validation for deletion will be triggered exclusively when the integration between Anthology Student and Anthology Finance & HCM systems is active. Specifically, if there exists an associated transaction within Anthology Student for a fund source that has not been released to Anthology Finance & HCM, users will be prohibited from deleting said fund source in Anthology Finance & HCM. If a user attempts to delete such a fund source, the following message will be displayed: "Error deleting the fund source *****. The fund source is currently in use and cannot be deleted."
If a student:
-
Has been awarded, but there are no corresponding transactions in Anthology Student, and the user attempts to delete the fund source, the application will prevent the deletion of the fund source.
-
Has been awarded, has transactions, but has not been released to Anthology Finance & HCM, and the user attempts to delete the fund source, the application will prevent the deletion of the fund source.
-
Has not been awarded, and there are no corresponding transactions in Anthology Student, the application permits the deletion of the fund source.
