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

Description of Issue
  • Client has a rollup code flagged to be Used in Budget Preparation 
  • Budget ceiling amount is defined with an amount other than 0
  • Client is adding budget amounts in Central Budget Entry and/or Next Year Budget Entry and gets error messages


Error Next Year Budget Entry: 

Cannot allocate more than available allocation.

Errors Central Budget Entry: 

Cannot exceed rollup ceiling.

You are $XXXX.XX over the rollup ceiling.

Context
  • Budget Rollups
  • Chart Manager
  • Central Budget Entry
  • Next Year Budget Entry
  • Account Master
Cause

Amount exceeds budget ceiling amount defined on budget rollup code

Resolution

There are four ways to resolve:

Remove budget ceiling: 

Financials > General Ledger Menu > Set Up/Chart of Accounts > Chart Manager > Rollup Code

  1. Enter rollup code in Code field
  2. Click Used in Budget Preparation checkbox to uncheck
  3. Save

Version 11.3 and below:

Financials > General Ledger Menu >Miscellaneous Set Up > Budget Rollups

  1. Enter rollup code in Budget Rollups field
  2. Click Search icon
  3. Click rollup code that was entered when it appears below
  4. Click Used in Budget Preparation checkbox to uncheck
  5. Save

Increase budget ceiling:

  1. Instead of unchecking Used in Budget Preparation Checkbox, increase the ceiling amount
  2. Save

Delete rollup code ***IMPORTANT*** this option will remove rollup code for any account with rollup code in Account Master:

  1. Instead of removing or increasing the budget ceiling, delete the rollup code by clicking Delete Rollup Code or Delete Group (11.3)
  2. Click Yes or Ok

Remove rollup code from individual Account(s) in Account Master to allow allocation:

Financials > General Ledger Menu > Set Up/Chart of Accounts > Account Master

  1. Click Search icon
  2. Enter segment(s) to search accounts
  3. Accept
  4. Update
  5. Delete rollup code from record(s)
  6. Accept