Link the FS to an FSD

After a Funding Schedule (FS) is created, it is linked to the Funding and Services Detail (FSD).

Warning There is a P2i limit of 100 links being added to a contract's Contract Relationships.

When there is a need to link beyond the limit of 100:

  1. identify any terminated or expired Funding Schedules relationships which could be removed to lower the number of linked relationships

  2. ensure the FSD Services Agreement Number field in the contract's Contents Management > Additional Information is populated correctly in those identified Funding Schedules - refer to Enter the associated FSD Services Agreement Number.

  3. remove (delete) the identified terminated or expired Funding Schedules relationships.

  1. Open the Funding Schedule (FS) contract, click Links tab > Contract Relationships.

    Tip Refer to Search for contracts from the Contracts Register.

    contract showing Links, contract relationships area

  2. Click link button.

  3. Select Funding Schedule of from the Relationship Name dropdown list.

    relationship selection screen

  4. Click link button.

  5. Select Contract (Code/Title/Descrption) from the Filter dropdown.

    Tip  

    Main Contractor is another useful option in the dropdown.

    The FSD's contract number can be located in a funding schedule's Additional Information. Refer to Enter the associated FSD Services Agreement Number.

    A full list of contracts

  6. Enter the search term based on the filter selected. Click Search Button.

    Example  

    • Select Contains from the Operator dropdown list

    • enter the FSD's contract number in the Value field.

      A list of matches for the filter applied

  7. Tick the FSD contract and click Select Button.

Note The FSD and any other linked contracts will display in the Contract Relationships grid.

A contract relationships displays

  1. Search for and open the Funding and Service Details (FSD) contract.

    Tip Refer to Search for contracts from the Contracts Register.

  2. Click Links tab > Contract Relationships.

  3. Click link button.

  4. Select FSD of from the Relationship Name dropdown list.

    relationship selection screen

  5. Click link button

  6. Select Contract (Code/Title/Descrption) from the Filter dropdown.

    Tip Main Contractor is another useful option in the dropdown.

    A full list of contracts

  7. Enter the search term based on the filter selected and click search button.

    Example  

    • Select Contains from the Operator dropdown list

    • Enter the Funding Schedule's contract number in the Value field.

      A list of matches for the filter applied

  8. Tick the Funding Schedule contract and click Select button.

Note The Funding Schedule and any other linked contracts will display in the Contract Relationships grid.

A contract relationships displays

Note The next step in setting up the funding schedule is to create a draft of the contract and send to the supplier. Refer to Request approval for the funding schedule.