When you set up available to spend (ATS) , if you create a code with a value of SYSDEF( or sysdef) , this value will be used as the default ATS calculation if there is no existing value in the ATS field on the fund record.

In other words:
  • If you leave the ATS field blank on the Fund 2 tab, the ATS code that will be used to calculate the ATS will be SYSDEF. 
  • If you fill in the ATS field with a value of SYSDEF, the SYSDEF value will be used to calculate the ATS which is the same as leaving it blank.
  • If you fill in the ATS field with a value of SP, the SP value will be used to calculate the ATS.

A typical setup would be this for a 3 Fund Balance system:

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