How to allow a user to override Budget amounts on a fund

A site would like to allow a particular user to override budget amounts on certain funds when doing transactions (Journals, Purchase Orders, Requisitions, Invoices, etc.)

• General Ledger

• Budget

• Override

There is a General Ledger permission that allows a user to override budget. To grant this user this permission:

1. Go to System Administration>Security>User Attributes

2. Click Search and enter the user's ID

3. Click Accept

4. Highlight the Role that you would like to grant this permission to

5. Click Edit Role

6. Click on the General Ledger section of this Role

7. Click Update

8. Turn on the Override budget amounts setting

9. Click Accept

There is a General Ledger permission that limits users to certain accounts, segments and Funds. To grant this user this permission:

1. Go to System Administration>Security>User Attributes

2. Click Search and enter the user's ID

3. Click Accept

4. Highlight the Role that you would like to grant this permission to

5. Click Edit Role

6. Click on the General Ledger section of this Role

7. Click on the yellow folder for the Account/segment group access in the Data Access section 

8. Click on Limit

9. Pick the Type and enter From and To segment numbers

10. Click Accept

11. In the applicable program box that opens check program that should be limited (Example: budget amendment entry, General journal entry/proof, etc

12. Click Ok

13. Click Back

Now, have the user reopen Munis on their computer. They should now be able to override budget on the Funds when doing any type of transaction.