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titleContext
  • Year End Close
  • Open New Year
  • Budget Posting
  • Account Inquiry
  • YTD Budget Report


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titleCause

Soft posted budget (Post to Master for Reports) is removed when fiscal year end close is run. 

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titleResolution

The budget projection for the year that was just opened (Current Year in GL Settings) must be " hard posted ", using the Budget Completion Journal/Update program. 

In Budget Settings program: Verify that the " Budget Preparation for " value reflects site's Current Year

In Budget Completion Journal/Update program: 

  1. Define
  2. Update fields to reflect budget projection to be posted
  3. Accept
  4. Review proof report for accuracy
  5. Output/Post 

Advisable to save proof and posting reports for review.

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titleAdditional Information

This is correct functionality. Refer to Year End Close Prep and Processing Checklist for your Munis EERP version.  Year End Close Prep and Processing - 2018.1 - 2019.1 https://tylercommunity.tylertech.com/enterprise-erp/enterprise-financial-management/w/wiki/21330/fiscal-year-end-processing