Business

User Tools

Site Tools

Trace: • pmis_district_admin_setup_forecast_conversion_existingusers • Update Budget data
general:budgetprocessing:step2

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:budgetprocessing:step2 [2020/01/13 15:30] – emorenogeneral:budgetprocessing:step2 [2026/01/30 17:10] (current) – emoreno
Line 1: Line 1:
 +=====Update Budget data=====
 +
 +
 [[budget:utilities:updatebudgetdata|Budget > Utilities > Update Budget Data]]  [[budget:utilities:updatebudgetdata|Budget > Utilities > Update Budget Data]] 
 +
 +<WRAP center round important>
 +**IMPORTANT**: Be sure to create an export for Budget tables prior to using this utility.
 +</WRAP>
  
  
-Update the Budget **Amended** and **Actual** columns from file ID 9 in Finance or the last completed fiscal year.\\  +Update the Budget **Amended** and **Actual** columns from file ID 5 in Finance or the last completed fiscal year.\\  
  
-{{:general:budgetprocessing:update_budget_data_9.jpg|Update Budget Data Page}}+{{:general:budget_process_-_update_budget_data.jpg|Update Budget Data}}
  
  
Line 10: Line 17:
 </WRAP> </WRAP>
  
-In the **From GL File ID**, select the prior year file ID (file ID 9) and click **Retrieve**. +VCV In the **From GL File ID**, select the prior year file ID (file ID 5) and click **Retrieve**. 
  
  
-Under **Update Column**, select **Amended** and **Actual** to be updated in Budget for the selected fund/year codes.+VCV Under **Update Column**, select **Amended** and **Actual** to be updated in Budget for the selected fund/year codes.
  
 ^Amended|{{page>general:updatebudgetdata:amended}}| ^Amended|{{page>general:updatebudgetdata:amended}}|
Line 22: Line 29:
 ++++Account Code options|{{page>general:updatebudgetdata:accountcodeoptions_a&inline}}++++  ++++Account Code options|{{page>general:updatebudgetdata:accountcodeoptions_a&inline}}++++ 
  
-Under **Accounting Period**, select the following:+VCV Under **Accounting Period**, select the following:
  
-^Current|The accounting period is set to **Current** by default, which uses the current accounting period amounts from the Finance application to populate the Budget application amounts.| +^Current|The accounting period is set to **Current** by default, which uses the current accounting period amounts from Finance to populate Budget amounts.| 
  
-Under **Object Description**, select **Description from GL (all account codes)**. This description is retrieved from the Chart of Accounts. +VCV Under **Object Description**, select **Description from GL (all account codes)**. This description is retrieved from the Chart of Accounts. 
  
 <div keep> <div keep>
-All available fund/year codes from the Finance application are displayed on the left side of the page. Select the available fund/year codes to move to the right side of the page for the budget account code tables, general ledger accounts.+VCV All available fund/year codes from Finance are displayed on the left side of the page. Select the available fund/year codes to move to the right side of the page for the budget account code tables, general ledger accounts.
 </div> </div>
  
-Use the arrow buttons to move the appropriate funds from the left side to the right side of the page.+VCV Use the arrow buttons to move the appropriate funds from the left side to the right side of the page.
  
 {{page>general:budgetprocessing:step2a}} {{page>general:budgetprocessing:step2a}}
  
general/budgetprocessing/step2.1578929446.txt.gz · Last modified: 2020/01/13 10:30 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.