Business Rules

      Actual expenses (balance type AC) are eligible to be brought forward.

      From a pre-established list of fund groups or sub-fund groups, balances related to CG accounts are eligible to be brought forward into the new fiscal year.

pencil-small     Your institution has the option to set CG as a fund group or sub-fund group using the FUND_GROUP_DENOTES_CG_IND parameter.

      The annual balance amount plus the Contracts and Grants balance amount that is not zero are eligible.

If the unit of work qualifies for establishing cumulative balances, a cumulative beginning balance entry is created as a labor entry file (ld_balance_forwards_data). A report is also generated to summarize the entries brought forward.


Accessing Labor Distribution Functions