Faculty and Staff

How to Inactivate an Index

Last updated September 25, 2009 11:12:55 AM PDT
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When the activity associated with an index ends, you should inactivate the index to prevent new transactions from being recorded against it. Follow these instructions to inactivate the index.

Note: All transactions referencing the index must be completed before you inactivate it.

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1. Open Index Inactivation page.

2. Enter the indexes to be inactivated.

  • Type in all the indexes you want to inactivate in the Retrieve Index Activity field.
  • Click Get Activity.

3. Review the Activity Report.

  • To successfully inactivate an index, the activity page must show no activity and a zero balance.

The balance on this report represents "Fiscal Year to Date," not "Grant Inception to Date."

4. Send the results to the appropriate campus office.

Copy and paste the results page into an e-mail or print it to send via campus mail.

If the index is:

  • A budget index (fourth and fifth characters of index are B and D), send the complete, approved request to the Campus Budget Office (CBO), Mail Code 0936. After CBO approval, CBO forwards the request to General Accounting for inactivation in IFIS.
  • Associated with an OPAFS fund, send the complete, approved request to OPAFS, Mail Code 0954
  • Associated with a General Accounting fund, send the complete, approved request to General Accounting, Mail Code 0953<
  • Associated with a Disbursements fund, send the complete, approved request to Disbursements, Attention: Robin Posner, Mail Code 0955

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For General Accounting questions, contact the IFIS Help Desk. For OPAFS questions, see OPAFS Contacts.