1

Click on Cardholder from the Main Menu. A drop-down box appears. Click on Add/Modify ACCS.  The Add/Modify ACCS (BC-627) window appears.

2

Choose one of the following:

•   If adding an ACCS, type the fiscal year in an empty FISCAL YEAR field and go   to step 7.
•   If updating an ACCS, double-click on the ACCS in the ACCOUNTING   CLASSIFICATION CODE field and go to step 7.
•   If modifying only the fiscal year, go to step 3.

3

With the BACKSPACE key, erase the entry in the FISCAL YEAR field.

4

Type in the new fiscal year in the FISCAL YEAR field.

5

Press the ENTER key. The Accounting Classification Code Structure (dba094) window appears.  Click on EXIT to return to the Main Menu.  The ACCS has been modified.

6

Press the "Prev" button.  If the ACCS is valid for the fiscal year that was entered, the ACCS (BC606) window appears.

Note:  If the ACCS is not valid for the fiscal year that was entered, the following message appears: "Invalid or inactive project code w/program and fund codes."  Click on the EXIT icon and the original fiscal year will remain.

7

Add or update an ACCS as follows:

•   Double-click on the field in the ACCS to be added or changed. Click on a code   and click on the "OK" button.
•   Repeat this for all remaining fields in the ACCS, except the USER DEFINED field,   where you must enter six zeroes.

Note: The code can also be typed directly into a field.

8

Click on the "Prev" button to return to the Add/Modify ACCS  (BC-627) window or save.

9

Click on the ACCS TYPE field and type in a code to add or change the ACCS TYPE field.

Note:  The TYPE field can be up to two characters long and can contain any combination of letters and numbers, except for "ZZ" and "C."  You must identify at least one ACCS with an ACCS type of "D" as your default.  Only one ACCS default can be active at a time.  If  you list  more than one "D" type, the beginning and ending dates must be different and cannot overlap.  For any other ACCS types (e.g., B1,  B2, etc.), the dates can overlap.  However, if the ACCS types are the same (e.g., B1 and B1), they cannot have the same beginning and ending dates.

The following is a suggested naming system::

•   "D" for your default, and
•   "B1," "B2,""B3," etc. for options  as your 1^st, 2^nd, 3^rd, etc. backups

10

Type in the start date in the START DATE field if adding or changing the start date.

11

Type in the ending date in the END DATE field if adding or changing the end date.

12

Click on the EXIT icon to return to the Main Menu. A pop-up window appears: "Do you wish to save your changes?"  Click on the "Yes" button.  A second pop-up window appears: "Transaction complete. (#) records applied and saved."  Click on the "OK" button and return to the Main Menu.

1

•   Click on the NOTE field to add a note to an ACCS and type the note.
•   Double-click on the NOTE field and the Editor window appears, providing viewing   space.  Add a note, then click on the "OK" button to close the Editor window.

Note:  The NOTE field can hold up to 2,000 characters.

2

Click on the EXIT iconto exit the window.  A window pops up: "Do you want to save the changes you  have made?"  Click on the "OK" button and another pop-up appears: "Transaction complete: 1 records applied and saved."  Click on the "OK" button to return to the Main Menu.