EMIS Fund Class Codes
Use the EMIS Fund Class Codes page to add fund class codes, update existing fund class codes, delete fund class codes, and generate reports on selected fund class codes.
Fund class codes are used to organize funds in a simple yet specific catalog.
Maintain data
On the start page, select EMIS.
From the EMIS Reference Tables menu, select EMIS Fund Class Codes.
Filter records using the filter criteria. To enter filter criteria:
Select an option in the first field.
Select or enter a value.
Select Add if the button is enabled.
Refer to Searching for Records for more information.To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.
To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
To download the information, click Download, and then select Download PDF or Download as an Excel Document.
Field descriptions
The following table describes the fields on the EMIS Fund Class Code Details form.
Field | Description |
|---|---|
EMIS Fund Class Code | The single-character classification for the fund class. This is the first letter of the Description field value. |
Description | The description of the fund class code. The limit is 25 characters. |
Fund Number | The three-digit code to identify the fund. |