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

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general:budgetprocessing:step2 [2021/01/12 14:14] – emorenogeneral:budgetprocessing:step2 [2026/01/30 17:10] (current) – emoreno
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 <WRAP center round important> <WRAP center round important>
-**IMPORTANT**: Be sure to create an export for Budget Tables prior to using this utility.+**IMPORTANT**: Be sure to create an export for Budget tables prior to using this utility.
 </WRAP> </WRAP>
  
  
-Update the Budget **Amended** and **Actual** columns from file ID 0 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:budget_process_-_update_budget_data.jpg|Update Budget Data}} {{:general:budget_process_-_update_budget_data.jpg|Update Budget Data}}
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 </WRAP> </WRAP>
  
-VCV In the **From GL File ID**, select the prior year file ID (file ID 0) and click **Retrieve**. +VCV In the **From GL File ID**, select the prior year file ID (file ID 5) and click **Retrieve**. 
  
  
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 VCV 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.| 
  
 VCV 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>
-VCV 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>
  
general/budgetprocessing/step2.1610460855.txt.gz · Last modified: 2021/01/12 09:14 (external edit)

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