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How to Set Up, Change, or Remove an Early Index Inactivation Date
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Summary: When an index needs to be active for existing transactions such as payroll or invoice payments, but you want to prevent new transactions on that index, you can set up an early index inactivation date. Early index inactivation will block new payroll distributions, new purchase orders, new travel transactions, and recharges on the index.
Follow the instructions below to set up, change, or remove an early index inactivation date in IFIS (Integrated Financial Information System).
Note: You must have a valid user ID to access IFIS. Please see How to Get a User ID (Business Systems) if you need to obtain a user ID. |
| What to do |
How to do it |
| 1 |
Obtain access to index copy (INDEXCPY) in IFIS, if you don't already have it. |
- Ask your Departmental Security Administrator (DSA) to submit an access request form through AccessLink. Since there is no INDEXCPY button on the form, the DSA will need to specify the request in the comments section of the form, along with all index prefixes you need to access.
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| 2 |
Log onto the mainframe. |
- Enter your valid User ID and password.
- Select IFIS from the main menu.
- Press Enter.
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| 3 |
Navigate to the INDEXCPY screen. |
- Tab down to the NEXT SCREEN field and type GA INDEXCPY or:
- Select GA submenu (PF12).
- Select COA2MENU (PF11).
- Select INDEXCPY (PF21).
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| 4 |
Retrieve the index. |
- Retrieve the index by entering it in the MASTER ACCT INDEX field.
- Press Enter.
- Enter "C" in the ACTION (AC) field.
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Follow this step if you are establishing or changing an index early inactivation date. |
- Enter the effective date in the EARLY INACTV DATE field.
Note: The effective date has to be at least two days into the future.
- Press Enter.
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Follow this step if you are removing an index early inactivation date. |
- Blank out the date in the EARLY INACTV DATE field.
- Press Enter.
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Questions? Please contact the
IFIS Help Desk. For technical questions, contact Mojgan Amini, (858) 534-1023. |
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