How to manually create a carryforward budget amendment

A carryforward budget amendment was not made at year end and should have been..

A carryforward budget amendment was made at year end and shouldn't have been.

• Budget

• Carryforward

• Amendment

Budget amendment:

1. was made during year end and shouldn't have been.

2. was not made and should have been.

MUNIS > Financials > Budget Processing > Budget Transfers and Amendments 

1. Click Add

2. Enter all appropriate information.

3. Enter 2 for Budget year code

4. Click Accept

5. Enter all detail information.

6. Click Accept

7. Release and Outpost post when ready 

MUNIS HELP STATES:

Budget Year Code - 

The budget year code creates budget transfers against either 1-Current year or 2-Carryforward budget amounts.

To process a budget transfer against a carry forward budget, you must enter against an expense account that is not a multiyear account. In General Ledger Settings, the Budget Carryforward Method option must be 3-GAAP/Budgetary Combined.

This box is accessible when you are adding an amendment or transfer and when you are updating an existing amendment or transfer. It is not accessible when you click Define.

For journals with detail lines that contain multiyear LTD funds, this field cannot be changed to 2 (carry forward). The default value is 1 (current year) and it cannot be changed.