Retrieving Fund Records
You can retrieve fund records:
- from a list of funds
- by choosing View | Fund from an order record
Retrieving Fund Records from a List of Funds
To retrieve a fund record from a list of funds:
- Choose Funds from the Function list.
- Expand the Current Funds, Hierarchies, or other folder containing funds.
- Click the fund to display it.
Retrieving Fund Records Associated with an Order Record
To retrieve a fund record associated with an order record:
- In the Function list, choose a function that retrieves order records. See Record Types Accessed by Searches.
- Retrieve an order record.
- Choose View | Fund.
A view-only version of the fund record displays.
If an order record has more than one fund, the View Fund button displays when you edit the FUND field.