How to Set Up, Change, or Remove an Early Index Inactivation Date

Last updated November 10, 2009 2:06:41 PM PST

Give more feedback

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. Find out how to set up, change, or remove an index early inactivation date in IFIS (Integrated Financial Information System).

Note: You must have a Single Sign-On account and be authorized to access IFIS. If you need authorization, see How to Get Access to UCSD Business Systems.

Expand all

1. Obtain access to index copy (INDEXCPY) in IFIS, if you don't already have it.

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.

2. Log into the mainframe.

Enter your valid User ID and password.
Select IFIS from the main menu.
Press Enter.

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).

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.

5. 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 2 days into the future.
Press Enter.

6. Follow this step if you are removing an index early inactivation date.

Blank out the date in the EARLY INACTV DATE field.
Press Enter.

Expand all

For more information, contact the IFIS Help Desk. For technical questions, contact the ACT Help Desk, (858) 534-1853.