Need to transfer in or out budget amounts for an account
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Browse to Financials > Budget Processing > Budget Transfer and Amendments
Add
Complete required fields
Use help screen Field Description table as needed
Accept
Complete the account information for detail lines
Accept
Back to return to the main screen
Release
To submit into BGA/BGT workflow, approve or reject as needed
Once status is in Approved status Output Post can be selected
Panel
borderColor
#03396c
titleColor
White
titleBGColor
#03396c
title
Additional Information
Amendment Types:
Types 1,4 = All Exp/Exp or all Rev/Rev balanced
Types 2,5 = Mix Exp/Rev balanced
Types 3,6 = one sided, anything and everything goes as long as user has Budget Role Permission to not disallow once sided journals enabled.
Type 7 = Exp/Rev inter-fund
Type 8 = Exp/Exp inter-fund (Rev/Rev is not an option for inter-fund just use type 3
Budget Transfer and Amendments for amendment types (1,2 and 3) require users to enter "I" Increase or "D" Decrease.
Amendment types (4,5 and 6) do not use increase/decrease they just ask for an amount.
Enter revised budget amount needed system will auto calculate adjustments to accomplish this amount
Revenue Increase (credit) transfer In / Decrease (debit) transfer out
Expense Increase (debit) transfer In / Decrease (credit) transfer out.
This means for balanced journals of Revenue/Revenue you would have balanced Increase/Decrease and the same for Expense/Expense.
If you have Revenue/Expense mix you could have all Increase or all Decrease but when journal posts it would be balanced debit/credit.
Budget Year Field: Budget Year 1 is current year while Budget Year 2 is carry forward.
Whoever hits Release button is considered the Originator for workflow step 100 notification once approval process runs it course to Approved or Rejected