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finance:budgetamendment:approvebudgetamendment

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finance:budgetamendment:approvebudgetamendment [2017/08/07 18:45] – emorenofinance:budgetamendment:approvebudgetamendment [2021/03/25 14:08] (current) – emoreno
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 ====Approve a budget amendment:==== ====Approve a budget amendment:====
  
-^Retrieve an existing record.|++Search for a record.|{{page>general:amendment_nbr}}++|+^Retrieve an existing record.|{{page>general:amendment_nbr}}|
  
-Under **Amendment Information**:+Under **Amendment Information**, the [[finance:budgetamendment:budgetamendmentmaintenance|Budget Amendment Maintenance]] fields are displayed. 
  
-^ Field                                        ^ Description   ^  /*Table with two rows*/ 
-^Amendment Nbr|{{page>general:amendment_nbr_field}}| 
-^Amendment Number Description|Type a description for the amendment. The description can be a maximum of 30 characters.| 
-^Originator|The name of the person currently logged on to the system is displayed.| 
-^Campus/Dept|Type the name of the campus and department submitting the amendment transaction. As you type the data, a drop-down list of first approver campuses is displayed. Select the campus/department. This is a required field. This field only displays on the page when **Allow for Approval Process** is selected on the Tables > District Finance Options page.| 
-^Board Approval Required| Select to prevent the amendment from automatically posting to Finance when the amendment is approved by the final approval (as set up in District Administration). If selected, you must manually post the amendment transaction to the Finance > Budget Amendment > Post to General Ledger page.| 
-^Note|{{page>general:note_button}}| 
  
 +VCV Click **Path** to display the approval path, which allows you to insert an approver. Only users who are set up on the Security Administration > Manage Users page with an employee number are displayed in the autosuggest drop down. 
  
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +VCV Select **Board Approval Required** to prevent the amendment from automatically posting to Finance when the amendment is approved by the final approval (as set up in District Administration). When **Board Approval Required** is selected, you must manually post the amendment transaction to the Finance > Budget Amendment > Post to General Ledger page.
-^Campus ID|++|{{page>general:campus_id}}++|  /*Folded include*/ +
-^ Pass/Fail|{{page>general:pass_fail}}|      /*Include, not folded*/+
  
-Click **Save**.<WRAP box>**NOTE:</WRAP> +VCV Click **Return** to disapprove the amendment and return the amendment to the originator.
  
 +VCV Click **Skip** to continue to the next amendment without returning or approving it.
  
-====Other functions and features:====+VCV Click **Approve** to approve the amendment and forward the amendment to the next approver in the path. If you are the last approver, the Budget Amendment Post to General Ledger pop-up window opens. 
  
-^{{:tsds:images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:delete_a_row}}++|  /*Table row with text link*/ +VCV Indicate the applicable options and click **Post**. Otherwise, click **Cancel**. 
  
  
 +
 +====Other functions and features:====
 +
 +^Retrieve|{{page>general:retrieve}}| 
 +^Print|Click to print data. [[general:printreport|Review the report.]]|
 +^{{images:trash_delete.gif|Trashcan Icon}} |{{page>general:deletearow}}|  /*Table row with text link*/ 
 +^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
  
finance/budgetamendment/approvebudgetamendment.1502131530.txt.gz · Last modified: 2017/08/07 13:45 (external edit)

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