Actual Information
This procedure is obsolete and replaced by the Financial Information item in the Data Exchange (Ed-Fi) menu.
Use the PEIMS Actual Information page to load, create, and update actual PEIMS account amounts. You can also generate reports. You may also assign actual amounts to PEIMS accounts for the winter submission using the PEIMS Actual Amount field.
Menu path
From the main navigation menu, select PEIMS, then All. From the Financial menu, select Actual Information.
Maintain data
On the PEIMS Actual Information page, specify Search Criteria and click Search.
To add a record, click Add new. Refer to Field descriptions, fill out the information, and click Accept.
To edit, double-click the record. Update the information and click Accept.
To delete a record, select the record and click Delete. Click Yes.
Field descriptions
The following table describes the fields on the PEIMS Actual Information page.
Field | Description |
|---|---|
PEIMS Fund | The code identifying the PEIMS fund. The limit is three characters. |
PEIMS Function | The code identifying the PEIMS function. The limit is two characters. |
PEIMS Object | The code identifying the PEIMS object. The limit is four characters. |
PEIMS Organization | The code identifying the PEIMS organization. The limit is three characters. |
PEIMS Program | The code identifying the PEIMS program. The limit is two characters. |
PEIMS Year | The code identifying the PEIMS year. The limit is one character. |
PEIMS Actual Amount | The actual amount for the PEIMS account. The limit is 14 numerals, with 12 numerals before and two numerals after the decimal. |
Load data
Loading PEIMS actual information deletes all existing records.
On the PEIMS Actual Information page, select Load.
Select the Year.
Enter the Fund Balance Object Codes.
Select Accept, then Yes.
Select the Destination for the report:
Select File to save the report in .rpt format. In the File Name field, specify a path and file name.
Select Screen to save the report in .pdf format.