6.7   Funds Table Maintenance
      =======================

      Here you set up your Church funds. For practical purposes you can create
      an unlimited number of funds limited only by your Hard Disk size.

      To begin with "Fund Table Maintenance":

      Select "Funds Table" from the "Stewardship" menu, and press <Enter>.

      The "Funds Table" screen will appear, and the first time you use CMS it
      may look like this:

      =======================================================================
      |                         Funds Table
      =======================================================================
      |Code      | Description
      =======================================================================
      |GENERALFND| General Fund
      |          |
      |          |
      |          |

      CMS comes with one fund, the "General Fund" predefined. You don't have
      to use this fund, but serves as an example.

      Let us take a look at the options available from the "Options" menu at
      the bottom of the screen.



6.71  Help
      ====

      Notice the <?>-Help option on the left side of your "Options" menu.

      Press the <?> key now and you will see a "Help" window appear. It
      explains all the options available to maintain the funds table. Use the
      <PgDn> and <PgUp> keys to see the next or previous "Help" screen.

      To exit "Help" press <Esc> and the "Help" window will disappear again.

      Note: The <F> option is not available here. All other options presented
      in the options menu, except the <Enter>- Choices option, will act on all
      the funds in the list. The choices presented after selecting the <Enter>
      - Choices option will act on the preselected fund only.


6.72  Add a New Fund
      ==============

      It is easy to set up a new fund in CMS.

      To set up a new fund follow these steps:

      A. Press <A> at the "Funds Table" screen, and the "Add a New Fund"
         screen will appear.  Here you enter all the information about the new
         fund.

      B. Fill in all the blanks.  Begin with the first blank where the cursor
         appears and fill in the required information.

         - Fund Code: Type in a brief name for the fund (up to 10 characters
           long) that you can easily remember and that distinguishes it from
           other fund codes. Duplicate fund codes will not be allowed. Press
           <Enter> when done.


         - Fund Description: Type the full fund name (up to 20 characters
           long) or give a longer description of this fund.

      C. Press <PgDn> when done.

         You will be returned to the "Funds Table" screen. The new fund will
         now appear in the fund list.



6.73  Reports on Funds
      ================

      Here you generate a list of all funds. Report output can be viewed on
      the screen, printed on your printer, or written to a file.

      To generate a fund report:

      A. Press <R> from the "Fund Table" screen.

         The alternate "Report Output" window will appear.

      B. Make your output selection and generate the report. For more details
         on reporting in CMS refer to the Appendix chapter 10.2 "Generate
         Standard Reports in CMS".

      C. Once the report has been generated you will be returned to the "Funds
         Table" screen.



6.74  Edit a Fund
      ===========

      Here you change the name or description for a particular fund.

      To change the information about a fund:

      A. At the "Funds Table" screen, select the fund you want to work with.

      B. Press <Enter> on the "Options" menu to get to the "Choices" menu:

      C. Press <E> to select "Edit Fund", and press <Enter>.

         The "Edit Fund" screen will appear, and the cursor will be positioned
         at the "Fund Code:" field.

      D. Use the <Up> and <Dn> cursor keys, or the <Tab> and <Shift-Tab> keys
         to move the cursor to the field where you want to make changes or add
         new information. The fields available for change are "Fund Code" and
         "Fund Description".

      E. Type in the new information where you want it to appear in that
         field.

         If at any time you want to abandon the changes you have made, press
         <Esc>, and all the previous information will be restored, and you
         will be returned to the previous screen.

      F. Press <PgDn> when you are done with all the changes for this fund.

         You will be returned to the "Funds Table" screen and the changed
         information will appear there.



6.75  Delete a Fund
      =============

      Just as funds can be added to the fund list they also can be removed.
      For example, you discovered after you entered a fund, that you created a
      duplicate entry. Or a fund has been withdrawn and you want to update
      your records.

      To delete a fund:

      A. At the "Fund Table" screen select the fund you want to remove.

      B. Press <Enter> to get to the "Choices" menu.

      C. Press <D> to select "Delete Fund", and press <Enter>.

         To prevent you from inadvertently making a mistake and remove the
         wrong fund a window will be displayed:

         ==================================================================
         | Deleting fund <name> will cause contributions                  |
         | and pledges for this fund to not have a description in reports.|
         | Proceed to delete? [y/N]                                       |
         ==================================================================

         If you don't want to remove this fund now from the fund list, press
         <N> or <Enter>, and you will be returned to the "Funds Table" screen.

      D. Press <Y> to confirm the removal of the selected fund from the fund
         list.

      F. You will be returned to the "Fund Table" screen and if you confirmed
         the removal of that fund its information will have disappeared from
         the "Fund Table" screen.



6.76   Exit the Funds Table Choices Menu
       =================================

       To exit the "Choices" menu:

       Press the <Esc> key, and the "Choices" menu will disappear, and you
       will be returned to the "Funds Table" screen.



6.77   Exit from Funds Table Maintenance
       =================================

       To return to the "Stewardship" menu:

       Press <Esc> to exit from "Funds Table".

