How to Create a Subsequent Index (Index Copy)
Last updated
September 25, 2009 10:57:29 AM PDT
Learn how to create a subsequent index, also known as an index copy, in IFIS (Integrated Financial Information System). A subsequent index is an index that uses the same fund, organization, and program codes as an existing index.
Note: You must have a valid user ID to access IFIS. See
How to Get a User ID (Business Systems).
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Ask your Departmental Security Administrator (DSA) to submit a request via e-mail to act-access@ucsd.edu for INDEXCPY access. Specify user ID and all index prefixes you need access to.
- Enter your valid user ID and password.
- Select IFIS from the main menu.
- Press Enter.
Tab down to the NEXT SCREEN field and type GA INDEXCPY or:
- Select GA submenu (PF12).
- Select COA2MENU (PF11).
- Select INDEXCPY (PF21).
- Retrieve the "master" index by entering the existing index in the MASTER ACCT INDEX field.
- Press Enter.
- Enter A in the ACTION (AC) field.
- Enter the new index and description in the ADDITIONAL ACCT INDX field.
Note: The new index must have the same prefix as the master index but the last 4 digits can be anything you choose.
- Enter the effective date in the EFFECTIVE DATE field.
Note: If no date is entered, the current date will default. Make sure that the effective date is the earliest date possible. Once the index in entered, the effective date can't be changed.
- Press Enter.
- The index is immediately available for IFIS actions and FinancialLink transactions.
- Updates are made via an overnight batch process, so:
- The index will show up in FinancialLink reports the next day.
- Payroll actions will appear 1 or 2 days after you make the change.
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