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

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

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 from being established in the payroll system, new purchase orders, new travel transactions, and batch recharges on the index, but will not prevent existing payroll, Invoices on existing purchase orders on the index from being paid.  Also it will allow Journal adjustment (BAJ, ENPET, ENC, ETC).  

Note: You must have a Business Systems account and authorization to access FinancialLink.

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

  • Ask your Departmental Security Administrator (DSA) to set you up with the appropriate Index Prefix(es) using the FINANCIAL: INDEXCPY Authorized Prefixes Facility in AccessLinkTNG.

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:
  1. Select GA submenu (PF12).
  2. Select COA2MENU (PF11).
  3. 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.

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