MyFinancial.desktop (MyFD) is retiring

MyFinancial.desktop (MyFD) is retiring to support UW Finance Transformation (UWFT) and the implementation of Workday Finance. To learn more see the Frequently Asked Questions.

To view, add or change option codes select Action 43 from the Index Inquiry and Update Menu:

The Option Index Inquiry screen is displayed:

Letter Name Description
A
OPTION INDEX INQUIRY Screen lists all of the organization code's existing option codes. (Initially, only default option codes are listed)
B
ORG CODE A different organization code can be entered by over writing the numbers in the appropriate fields and hitting enter.
C
OPTION Used to jump to a place in your list of option codes. Simply enter the option that you would like to jump to. (This is useful when the list of option codes is long enough to require more than one page to view)

Entering Option Codes

 

Step 1: To add a new option code, select Action 82 from the Option Index Inquiry screen.

Step 2: Enter the option code information into the following fields (you may enter multiple option codes at once):

Letter Field Name Required? Description Additional Info
A
OPTION YES Must be unique with three UPPERCASE letters and/or numbers, no blanks or special characters
B
OPTION DESCRIPTION YES An alpha numeric description, limited to 25 characters
C
ADDITIONAL DESC. NO Additonal Description: An alpha numeric description, limited to 20 characters  
D
EFF-DATE NO Effective Date: Expressed in month, day, year format Defaults to today's date
E
STATUS NO
Defaults to "A"

Step 3: Once you have completed filling in the required and optional fields, press the Enter key. The Option Index Inquiry screen will display all of the newly entered option codes:
 

Step 4: Hit Enter again to return to the full Option Index Inquiry screen displaying all Option codes for your organization code, including those you have just added: