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finance:budgetamendment:approvebudgetamendment

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finance:budgetamendment:approvebudgetamendment [2017/08/07 18:51] 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. 
  
-The [[finance:budgetamendment:budgetamendmentmaintenance|Budget Amendment Maintenance]] fields are displayed.  
  
 +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. 
 +
 +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.
 +
 +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.
 +
 +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. 
 +
 +VCV Indicate the applicable options and click **Post**. Otherwise, click **Cancel**. 
  
-Click **Save**.<WRAP box>**NOTE:</WRAP>  
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++|  +^Retrieve|{{page>general:retrieve}}|  
-^Print|++Print data.|{{page>general:printreport}}+++^Print|Click to print data. [[general:printreport|Review the report.]]
-^{{images:trash_delete.gif|}} | ++ Delete a row.|{{page>general:deletearow}}++|  /*Table row with text link*/ +^{{images:trash_delete.gif|Trashcan Icon}} |{{page>general:deletearow}}|  /*Table row with text link*/ 
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
finance/budgetamendment/approvebudgetamendment.1502131906.txt.gz · Last modified: 2017/08/07 13:51 (external edit)