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Rounding Budget Detail Amounts in Budget Projection

Rounding Budget Detail Amounts in Budget Projection

Description of Issue

How can I round budget detail amounts?

Context

Central Budget Entry

Projection Start Status

Cause

Budget detail cannot be rounded on the General Ledger

Resolution

Central Budget Entry can Mass Update amounts in find set to round amounts with no detail:

Financials > Budget Processing > Central Budget Entry

  1. Change Projection (if not the correct one) and click Change Budget Projection Dropdown to select projection and click Ok
  2. Click Advanced Find (if find set needs to be modified) and enter [Projection Account information] and click Ok
  3. Mass Update
  4. Budget Amounts
  5. Click options and click one of the rounding rules: No Rounding, Standard Rounding, Round Up, Round Down
  6. Ok    
  • If budget detail comes from a Salary and Benefits projection round can be selected before posting to the General Ledger 
  • A Salary and Benefits projection can be reversed from the General Ledger then reposted
Additional Information







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