Adding the 14D Attachment
Once you have an approved appropriation, you can add the 14D attachment to it. To begin adding a new 14D, select the Manage Funds option from the main menu:
On the Manage Funds main page, select the Appropriation option to display all appropriations:
Locate the appropriation you want to add a 14D to and select the +14D option:
Complete the required fields on the 14D form and select the Create Request option at the bottom of the form:
This will add a new 14D entry in the In Progress status below the appropriation:
Add 14D with $0 Entry
In the example above, the 14D was added with a $25,000 encumbrance amount. You can also submit a 14D that is used for tracking, but not associated with any funds. To begin, locate the appropriation you want to add a 14D to and select the +14D option:
Complete the required fields without adding any funds on the 14D form:
Select the Create Request option at the bottom of the form:
This will add a new 14D entry with $0 to the appropriations:
DOF Approves 14D
Once the Department of Finance (DOF) approves the 14D, you can input the name of the approver and the date of the approval. Once the 14D is approved, this will make funds available for the FPU District users to invoice against.
To begin approving a 14D, first, navigate to the Manage Funds option in the main menu:
On the Manage Funds main page, select the Appropriation option to display all appropriations:
Locate the 14D you want to provide approval for and select the Show 14D option:
Select the Resulting Action, provide the name of the DOF Approver, and enter the DOF Approval Date. Then select the Create Request option:
This will update the 14D to the Approved status. The funds will be displayed as an Outflow on the appropriations side and funds are now available for FPU District users to invoice against: