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90.2. OK - How to populate line 2 (Schedule B) - "Surplus funds transferred from prior committees"

A few pieces of data entry are required to pull a transfer to line 2 on the Oklahoma report. 

1. The transfer box must be checked on the transaction. 

The transaction must use the TPC — "Transfer from Prior Committee" reporting code.

The final step of data entry requires the filing committee record to have a connection to the committee that contains the transfer. This connection will be made with the "affiliated committee" connection type.

Once the connection has been made, the transaction will show up to line 2 just like this.