/
Rollup field not populated in Next Year Budget Entry

Rollup field not populated in Next Year Budget Entry



Description of Issue

Rollup field blank in NYB



Context

Next Year Budget Entry



Cause

Rollup code isn't flagged to be Used in Budget Preparation.



Resolution

MUN-448341 has been opened with development to address this situation.

The current workaround for this issue is to flag rollups to be Used in budget validation using the steps below.

Enterprise ERP > Financials > General Ledger Menu > Setup/Chart of Accounts > Chart Manager

  1. Rollups

  2. Select the rollup that you wish to modify

  3. Select Used in Budget Preparation

  4. Set the Budget Ceiling amount appropriately

    1. If the rollup does not have a set maximum budget ceiling, set this field to 99999999999.99 or any amount that exceeds the amount that will be allocated across the rollup code. Setting the amount to a value lower than what will be appropriated across the roll will cause stops during budget entry. 

  5. Save

No changes to the projection are required, once the codes are flagged for use in budget preparation they will display in NYBE as expected. 



Additional Information












Related content

Request for Check does not pull correct available budget for accounts within a Next Year Budget Rollup Code
Request for Check does not pull correct available budget for accounts within a Next Year Budget Rollup Code
More like this
'Budget Level' and 'Calculation Method' blank when opening Next Year Budget Entry
'Budget Level' and 'Calculation Method' blank when opening Next Year Budget Entry
More like this
Invalid Pre-edit error for available budget exceeded on account with Rollup Code
Invalid Pre-edit error for available budget exceeded on account with Rollup Code
More like this
Cubes - Next Year Revised budget amounts are incorrect
Cubes - Next Year Revised budget amounts are incorrect
More like this
Define Start Budget Projection selection for Budget Amount field failed to bring in amounts
Define Start Budget Projection selection for Budget Amount field failed to bring in amounts
More like this
Error: Cannot allocate more than available allocation. - Amount Exceeds Budget Ceiling Defined on Budget Rollup Code
Error: Cannot allocate more than available allocation. - Amount Exceeds Budget Ceiling Defined on Budget Rollup Code
More like this