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Trace: • ED40 Contract and Position • Project Detail - BUD2100 • Decrement • Approve Budget Amendment - FIN8025 • Award Bid - BWH3530
finance:budgetamendment:budgetamendmentmaintenance

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finance:budgetamendment:budgetamendmentmaintenance [2017/08/07 16:37] – emorenofinance:budgetamendment:budgetamendmentmaintenance [2022/08/02 16:10] (current) – emoreno
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 </WRAP> </WRAP>
  
 +<WRAP Box>
 +If you are unable to add a budget amendment on this page, reference the **Amendment Cutoff Date** on the [[finance:tables:districtfinanceoptions:financeoptions
 +|Finance > Tables > District Finance Options > Finance Options]] tab. The **Amendment Cutoff Date** indicates the final date that budget amendment requests can be created. 
 +</WRAP>
  
 ====Retrieve or create an amendment:==== ====Retrieve or create an amendment:====
  
-^Add|++Add an amendment.|{{page>general:add_amendment}}++|+^Add|{{page>general:add_amendment}}|
   OR    OR 
-^Retrieve an existing record.|++Search for a record.|{{page>general:amendment_nbr}}++|+^Retrieve an existing record.|{{page>general:amendment_nbr}}|
  
-Under **Amendment Information**:+VCV Under **Amendment Information**:
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Amendment Nbr|{{page>general:amendment_nbr_field}}| ^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.| ^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.|+^Originator|The name of the user 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.| ^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.| ^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}}| ^Note|{{page>general:note_button}}|
  
-Under **Detail Information**:+VCV Under **Detail Information**:
  
-Click **+Add** to add a transaction. +  * Click **+Add** to add a transaction.  
 +  * Click {{:images:mag_edit.png?16|Spyglass Icon}} to view additional information for a transaction.
  
-^{{:images:mag_edit.gif|}}|Click to view additional information for a transaction.| 
 ^Account Code|Type an account code. As you type the data, a drop-down list of corresponding data is displayed. Select an account code from the list.| ^Account Code|Type an account code. As you type the data, a drop-down list of corresponding data is displayed. Select an account code from the list.|
 ^Description|The account description from the chart of accounts is displayed. The **Description** field can only be modified if **Allow Account Creation** is selected in the District Administration application.| ^Description|The account description from the chart of accounts is displayed. The **Description** field can only be modified if **Allow Account Creation** is selected in the District Administration application.|
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-Under **Summary Information**, the account code transactions for all account codes that been entered for the specified amendment are summarized. +VCV Under **Summary Information**, the account code transactions for all account codes that have been entered for the specified amendment are summarized. 
  
  
-Click **Save**. If the total debit plus credit amounts do not equal zero, warning message is displayed.  +VCV Click **Save**. If the total debit plus credit amounts do not equal zero, a warning message is displayed.  
  
-Click **Submit** to submit the amendment for approval. An amendment cannot be submitted if **Allow for Approval Process** is not selected on the District Finance Options > Finance Options tab, and the amendment's funds are not in balance.+VCV Click **Submit** to submit the amendment for approval. An amendment cannot be submitted if **Allow for Approval Process** is not selected on the District Finance Options > Finance Options tab and the amendment's funds are not in balance.
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++|  +^Retrieve|{{page>general:retrieve}}|  
-^+Add|++Add a row.|{{page>general:add_a_row_bank_account_group}}++| +^+Add|{{page>general:add_a_row_bank_account_group}}| 
-^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.]]|
  
 {{indexmenu_n>5}} {{indexmenu_n>5}}
finance/budgetamendment/budgetamendmentmaintenance.1502123873.txt.gz · Last modified: 2017/08/07 11:37 (external edit)

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