How to add an apportionment to a different fund
On occasion it is necessary to apportion salaries to a different fund, eg 30% of a Teaching Assistant post from Fund 10 to fund 91. These are the steps required in FMS.
Step 1 – Tools>General Ledger Setup
Tab 2 – ensure a cost centre exists for both funds
Tab 5 – ensure the required ledger codes for Pay/NI/Superannuation (possibly also overtime) are all linked to both funds
Tab 6 – link the required ledger codes for BOTH funds to BOTH cost centres (this means 6 or 8 ledger codes will be linked to both cost centres)
Save
Step 2 – Focus>Personnel Links>Salary Projections>Service Term Mappings
Find and open the Service term/Sub group combination that is on the Sims .net personnel contract – ADD a new second line for the new fund
Update, Save
Step 3 – Focus>Personnel Links>Salary Projections>Apportionment
Find the required contract, ADD dates to which the apportionment applies, ADD the new cost centre and fund
Save, Save
Reviewed 09/05/2019
KB16190