Financial Review

Overview of Financial Review

If the inventory request is associated with a "back-chargeable" (as opposed to "memo") Task Order, the Inventory Request will move to a status of FDU Review once all items have been issued.

Finance staff will review all inventory requests with a status of FDU Review, and may update funding codes as needed. By default, all inventory materials are tracked under Fund 5125 and Unit 3510 unless changed during this step.

Steps to review inventory request in "FDU Review"

Inventory Requests: https://atd.knack.com/amd#inventory/

There is a filter for FDU Review

Click under Work Order column - Work Order number is linked to Inventory details page

On Inventory details page, there is a button Edit Financials

This is a form that will show you the:

• Task Order

• Funding

• Department

• Unit

• Financial Review Comment

• FDU Review Complete - Yes/No