Retiring a Fund will not remove it from a pool. Refer to article #25222 for instructions on Removing a Fund from a Pool.
- To retire a Fund select File Maintenance > Funds > Retire a Fund .
- Enter the Fund ID.
- Fill in the Retirement Date.
- Click OK.
To do this click on File Maintenance > Funds > Retire a Fund , enter the Fund ID and click Reactivate Fund . This will remove the Retired Date from the Fund record. Then run the procedure again and enter a Retired Date. You should see a message indicating FIMS will mark all GL accounts inactive for you. If you Reactivate a Retired Fund because it is actually coming back to life and out of retirement, the Date Retired is cleared out, but the GL accounts will not be reactivated. You will have to go to each GL account for the Fund and uncheck the inactive box manually.