Recommended - BUD3100

Budget > Maintenance > Budget Data - Quick Entry > Recommended

This tab is used to enter a recommended amount in the Next Yr Recommend column for an account code. You can quickly enter amounts and notes, and either tab to another row or use the scroll bar to locate accounts. Changes to account codes cannot be made on this tab. If account codes need to be changed, use the Budget Data Maintenance page.

If the Next Yr Recommend field is locked, changes cannot be made to the amounts or the notes. Accounts can be locked by setting a date on the Tables > Budget Options page. After the set date, the Next Yr Amount field is no longer accessible. You can use the Mass Lock/Unlock utility to lock individual accounts and associated amounts and notes.

All available account codes are displayed.

Narrow the account code list:

Field Description
OrgSelect an organization code and description for which you want to retrieve account codes.

❏ Click Retrieve. All account codes with the selected organization code are displayed.

Review and enter data:

Lock

The lock status of the account code is displayed.

Y - The account code is locked.
N - The account code is unlocked.

Use the Mass Lock/Unlock utility to lock or unlock the selected account.

Note

The note status of the account code is displayed.

Y - Comments exist.
N - No comments exist.

Details
Account CodeThe account code components are displayed.
Next Yr Requested The previously requested amounts for the account code is displayed. The amount cannot be changed on this tab.
Next Yr RecommendedThe previously recommended amount for the account code is displayed, the amount can be changed if the selected account is not locked.
Description The account description from the chart of accounts is displayed.
TotalThe totals of all amounts in the Next Year Requested and Next Yr Recommend columns of each account code is displayed. The calculation of these values is based on the formula, Total = Grand Total Estimated Revenues + Grand Total Other Resources - Grand Total Fund Balance - Grand Total Appropriation - Grand Total Other Uses.
Refresh Totals

Click to update the totals.

To create a new row using the data from an existing row, select the applicable row, and click Duplicate Record. You must change the account code of the newly duplicated row prior to saving the record.

❏ Click Save.

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

PrintClick to print the report. Review the report.