Step 3: Confirm configuration of Axiom Capital Tracking for next year's planning cycle

There are two worksheets in the CT Ref Table Update Reports workbook that - while not drivers themselves - are functionally similar. Each of these worksheets allow you to select the fields that a user is required to complete to submit a purchase request.

NOTE: Your organization normally updates this table at the beginning of each fiscal year.

To configure capital tracking for next year's planning cycle:

1. In the Cap Track Admin task pane, in the Administration section, click Administrative Utilities, and double-click CT Ref Table Update Reports.

   

2. Select the SUITEVARIABLES worksheet, and update the CapTrackYr to the current fiscal year. You should only make this update after the new fiscal year begins.

   

3. To update the Capital Tracking Active Year in the system, click Save.

Proceed to Step 4: Configure security for the new file group.