




         6.9   Funds Table Maintenance                      Page 6.9.1
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         Here you set up your Church funds. For practical purposes you
         can create an unlimited number of funds limited only by your
         Hard Disk size.

         To begin with "Fund Table Maintenance":

         Select "Funds Table" from the "Stewardship" menu, and press
         <Enter>.

         The "Funds Table" screen will appear, and the first time you
         use CMS it may look like this:

                 =============================
                 |     Funds Table
                 =============================
                 |Code      | Description
                 =============================
                 |GENERALFND| General Fund
                 |          |
                 |          |
                 |          |

         CMS comes with one fund, the "General Fund" predefined. You
         don't have to use this fund, but serves as an example.

         Let us take a look at the options available from the
         "Options" menu at the bottom of the screen.



              6.91  Help
              ====

              Notice the <?>-Help option on the left side of your
              "Options" menu.

              Press the <?> key now and you will see a "Help" window
              appear.  It explains all the options available to
              maintain the funds table. Use the <PgDn> and <PgUp> keys
              to see the next or previous "Help" screen.

              To exit "Help" press <Esc> and the "Help" window will
              disappear again.


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         6.9   Funds Table Maintenance                     Page  6.9.2
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              Note: The <F> option is not available here. All other
                    options presented in the options menu, except the
                    <Enter>-Choices option, will act on all the funds
                    in the list.  The choices presented after
                    selecting the <Enter> -Choices option will act on
                    the preselected fund only.


              6.92  Add a New Fund
              ==============

              It is easy to set up a new fund in CMS.

              To set up a new fund follow these steps:

              A. Press <A> at the "Funds Table" screen, and the "Add a
                 New Fund" screen will appear.  Here you enter all the
                 information about the new fund.

              B. Fill in all the blanks.  Begin with the first blank
                 where the cursor appears and fill in the required
                 information.

              - Fund Code: Type in a brief name for the fund (up to 10
                           characters long) that you can easily
                           remember and that distinguishes it from
                           other fund codes.  Duplicate fund codes
                           will not be allowed.  Press <Enter> when
                           done.


              - Fund Description: Type the full fund name (up to 20
                                  characters long) or give a longer
                                  description of this fund.

              C. Press <PgDn> when done.

                 You will be returned to the "Funds Table" screen. The
                 new fund will now appear in the fund list.






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         6.9   Funds Table Maintenance                     Page  6.9.3
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              6.93  Reports on Funds
              ================

              Here you generate a list of all funds. Report output can
              be viewed on the screen, printed on your printer, or
              written to a file.

              To generate a fund report:

              A. Press <R> from the "Fund Table" screen.

                 The alternate "Report Output" window will appear.

              B. Make your output selection and generate the report.
                 For more details on reporting in CMS refer to the
                 Appendix chapter 10.2 "Generate Standard Reports in
                 CMS".

              C. Once the report has been generated you will be
                 returned to the "Funds Table" screen.

              6.94  Edit a Fund
              ===========

              Here you change the name or description for a particular
              fund.

              To change the information about a fund:

              A. At the "Funds Table" screen, select the fund you want
                 to work with.

              B. Press <Enter> on the "Options" menu to get to the
                 "Choices" menu:

              C. Press <E> to select "Edit Fund", and press <Enter>.

                 The "Edit Fund" screen will appear, and the cursor
                 will be positioned at the "Fund Code:" field.

              D. Use the <Up> and <Dn> cursor keys, or the <Tab> and
                 <Shift-Tab> keys to move the cursor to the field
                 where you want to make changes or add new
                 information.  The fields available for change are
                 "Fund Code" and "Fund Description".
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         6.9   Funds Table Maintenance                     Page  6.9.4
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              E. Type in the new information where you want it to
                 appear in that field.

                 If at any time you want to abandon the changes you
                 have made, press <Esc>, and all the previous
                 information will be restored, and you will be
                 returned to the previous screen.

              F. Press <PgDn> when you are done with all the changes
                 for this fund.

                 You will be returned to the "Funds Table" screen and
                 the changed information will appear there.


              6.95  Delete a Fund
              =============

              Just as funds can be added to the fund list they also
              can be removed.  For example, you discovered after you
              entered a fund, that you created a duplicate entry. Or a
              fund has been withdrawn and you want to update your
              records.

              To delete a fund:

              A. At the "Fund Table" screen select the fund you want
                 to remove.

              B. Press <Enter> to get to the "Choices" menu.

              C. Press <D> to select "Delete Fund", and press <Enter>.

                 To prevent you from inadvertently making a mistake
                 and remove the wrong fund a window will be displayed:


         =============================================================
         | Deleting fund <name> will cause contributions             |
         | and pledges for this fund to not have a description in    |
         | reports.  Proceed to delete? [y/N]                        |
         =============================================================



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         6.9   Funds Table Maintenance                      Page 6.9.5
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                 If you don't want to remove this fund now from the
                 fund list, press <N> or <Enter>, and you will be
                 returned to the "Funds Table" screen.

              D. Press <Y> to confirm the removal of the selected fund
                 from the fund list.

              F. You will be returned to the "Fund Table" screen and
                 if you confirmed the removal of that fund its
                 information will have disappeared from the "Fund
                 Table" screen.



              6.96   Exit the Funds Table Choices Menu
              =================================

              To exit the "Choices" menu:

              Press the <Esc> key, and the "Choices" menu will
              disappear, and you will be returned to the "Funds Table"
              screen.



              6.97   Exit from Funds Table Maintenance
              =================================

              To return to the "Stewardship" menu:

              Press <Esc> to exit from "Funds Table".














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