Master Article - Budget Rollup Codes

Budget rollup codes

• General ledger

• Budget

• Budget rollup codes

• Permissions

Adding:

Add Budget Rollup Code

Adding a Budget Rollup Group to a General Ledger Account

Assigning Budget Rollup Codes to only certain accounts within a fund

Budget rollup code - unable to add object or other specific segments to rollup codes

Default budget rollup code assigned when a new account is created

Unable to add a Rollup Code to an Account in Account Master - Calculate available budget set to None

Audit:

Budget rollup code audit

Audit Log is Missing Information for Accounts with a Budget Rollup Assigned

Errors:

Adding Rollup Code in Chart Manager - Error "Unknown Error. Cannot Update BudgetRollup."

Available budget of XXXXX exceeded when there is available budget on rollup code - Used in budget validation was unchecked

Budget Rollups Error for Budget Ceiling being received when importing COA

Error Refreshing the saved state of this item failed when adding budget sub rollup codes in Chart Manager

Error: Cannot allocate more than available allocation. - Amount Exceeds Budget Ceiling Defined on Budget Rollup Code

glqsimpt Budget Rollup Import error BudgetCeiling does not allow nulls

Rollup code not available for expense or revenue accounts in Account Master

Unknown error. Cannot delete BudgetRollup when trying to delete a rollup code from Chart Manager

COA Builder Service Error When Importing Budget Rollup Codes

Permissions:

Budget rollup code box greyed out in Update Mode in Account Master - User does not have General Maintenance to Budget Rollup Codes

Permission to Add a Rollup Code in Budget Rollups Chart Manager

Processing:

Account Inquiry Budget Rollups folder links to silverlight version instead of genero version

Account Associations in Chart Manager Does Not Populate Budget Rollup Code in Account Master

Account Central - Advanced Find - Budget Rollup check box selected cannot remove

Budget rollup codes- used for budget validation versus used for budget preparation

Budget Rollup Threshold Amount or Percent not working for GEN GCR GEL BUA

Can you use the same sub rollup on multiple rollup codes

Cannot add Revenue Accounts to a Budget rollup group

Database view containing budget rollup codes

How to Globally Add Budget Rollup code to existing GL Accounts

How to Check Available Budget on a Budget Rollup Code - Account Inquiry

Next year budget rollup is grayed out in Account Master - Allow use of next year rollup groups was unchecked in GL Settings

Request for Check does not pull correct available budget for accounts within a Next Year Budget Rollup Code

Search for Accounts without a Budget Rollup

What are budget rollup code amount and percentage threshold values

Removing:

Able to delete a NY rollup code when rollup is defined on an account

Deleting a Budget Rollup Group From an Account

How to mass delete budget rollup code from multiple accounts

Turn off Budget Checking at the Budget Rollup level

Reports:

Budget Rollup Groups are not displaying the entire list

List of GL accounts and their associated Rollup Code

No Rollup Code Total - Flexible Period Report

Next Year Current Year Budget Analysis Report shows the same function code twice for budget rollup

Output General Ledger Accounts by Rollup Code

ORDER BY items must appear in the select list if SELECT DISTINCT is specified error occurs when searching for Rollup code in Account Inquiry

Report with available amount for all budget rollup codes

Undefined Budget Rollup Sorting Sequence - YTD Budget Report

Work tickets:

Rollup field not populated in Next Year Budget Entry

Contract Entry and Change Orders Budget Check should pull from Account rather than Rollup when Rollup is not used in Budget Validation

Invalid Pre-edit error for available budget exceeded on account with Rollup Code