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Trace: • pmis_export_next_year_pmis • Move Budget to Finance • Review file IDs • select_organization • update_positions
general:financeeoyprocess:movebudgettofinance

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general:financeeoyprocess:movebudgettofinance [2023/05/02 16:47] – emorenogeneral:financeeoyprocess:movebudgettofinance [2025/05/29 13:42] (current) – emoreno
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 [[finance:utilities:fiscalyearprocessing:movebudgettofinance|Finance > Utilities > Fiscal Year Processing > Move Budget To Finance]] **OR** [[budget:utilities:movebudgettofinance|Budget > Utilities > Move Budget To Finance]] [[finance:utilities:fiscalyearprocessing:movebudgettofinance|Finance > Utilities > Fiscal Year Processing > Move Budget To Finance]] **OR** [[budget:utilities:movebudgettofinance|Budget > Utilities > Move Budget To Finance]]
  
-Once the next year budget is approved and in the **Approved** column, Budget is ready to be moved to Finance.+<WRAP center round important> 
 +**IMPORTANT**: If you perform this process in Finance, it is recommended that you manually create a backup (export) using the [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]] page. If you perform this process in Budget, the system will prompt you to create a backup (export) automatically. 
 +</WRAP>
  
-VCV Click [[general:financeeoyprocess:copyrecommendedtoapproved|here]] if you need to copy Budget from the Recommended level to Approved level.  
  
-VCV It is important to address account locks prior to moving Budget to Finance. +Once the next year budget is approved and in the **Approved** column, the Budget is ready to be moved to Finance.
  
-VCV Use the //**Maintenance > Budget Data or Budget Data - Quick Entry**// pages to review account locks. +VCV Click [[general:financeeoyprocess:copyrecommendedtoapproved|here]] if you need to copy Budget from the Recommended level to the Approved level.  
 + 
 +VCV It is important to address account locks prior to moving Budget to Finance. 
  
-VCV Then, use the [[budget:utilities:masslockunlockfunds|Budget > Utilities > Mass Lock/Unlock Funds]] page to unlock funds. +  * Use the //**Maintenance > Budget Data or Budget Data - Quick Entry**// pages to review account locks.  
 +  * Use the [[budget:utilities:masslockunlockfunds|Budget > Utilities > Mass Lock/Unlock Funds]] page to unlock funds. 
  
 Use one of the following to ensure accuracy: Use one of the following to ensure accuracy:
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 VCV Run an inquiry on the [[budget:inquiry:budgetaccountcodesinquiry|Budget > Inquiry > Budget Account Codes Inquiry]] page and compare the **Next Year Approved** column to the board-approved budget.  VCV Run an inquiry on the [[budget:inquiry:budgetaccountcodesinquiry|Budget > Inquiry > Budget Account Codes Inquiry]] page and compare the **Next Year Approved** column to the board-approved budget. 
  
-VCV Generate the [[budget:reports:boardreports:budgetboardreportbyfunction|BUD2050 - Budget Board Report by Function]] report and compare it to the board approved budget.+VCV Generate the [[budget:reports:boardreports:budgetboardreportbyfunction|BUD2050 - Budget Board Report by Function]] report and compare it to the board-approved budget.
  
 VCV **It is recommended** that the federal fund budget is verified with the NOGA/Grant application.  VCV **It is recommended** that the federal fund budget is verified with the NOGA/Grant application. 
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 </div> </div>
  
-<WRAP Box> If you need to run the utility again, contact your regional ESC consultant before continuing with the process.+<WRAP Box> If you need to run the utility again, contact your regional ESC consultant before proceeding, as your selections could significantly impact the results.
 </WRAP> </WRAP>
  
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 VCV Select one of the following **Accounting Period** options:  VCV Select one of the following **Accounting Period** options: 
  
-  * If **Current Accounting Period Close** is not selected on the Finance > Tables > District Finance Options > Accounting Periods tab, **Current** is selected. +  * If **Current (Open) Accounting Period** is selected on the [[finance:tables:districtfinanceoptions:accountingperiods|Finance > Tables > District Finance Options > Accounting Periods]] tab, **Current** is selected by default. 
-  * If **Current Accounting Period Close** is selected on the Tables > District Finance Options > Accounting Periods tab, **Next** is selected. +  * If **Next Accounting Posting Period** is selected on the [[finance:tables:districtfinanceoptions:accountingperiods|Finance > Tables > District Finance Options > Accounting Periods]] tab, **Next** is selected by default. 
  
 ^JV Number|Set to 999999 by default but can be changed. Type an alphanumeric journal voucher number. If a duplicate journal voucher number other than 999999 is entered, an error message is displayed. If a duplicate journal voucher number other than 999999 is typed, an error message is displayed. This field is required.| ^JV Number|Set to 999999 by default but can be changed. Type an alphanumeric journal voucher number. If a duplicate journal voucher number other than 999999 is entered, an error message is displayed. If a duplicate journal voucher number other than 999999 is typed, an error message is displayed. This field is required.|
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 VCV Select the current fund/years. Use the arrow buttons to move the selected fund/years from the left side to the right side of the page.  VCV Select the current fund/years. Use the arrow buttons to move the selected fund/years from the left side to the right side of the page. 
  
-VCV Click **Execute** to move the budget funds to the Finance general ledger. You are prompted to create a [[general:financebackup|backup (export)]].+VCV Click **Execute** to move the budget funds to the Finance general ledger. If performing this process in Budget, you are prompted to create a [[general:financebackup|backup (export)]].
  
 [[general:budgetmovebudgettofinanceerrorreport|Review the error report, if available.]] [[general:budgetmovebudgettofinanceerrorreport|Review the error report, if available.]]
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-A message is displayed indicating that the Move Budget to Finance process completed successfully.+A message is displayed indicating that the Move Budget to Finance process was completed successfully.
  
 {{:general:fin_eoy_step_16_process_completed_message.png|Process Complete Message}} {{:general:fin_eoy_step_16_process_completed_message.png|Process Complete Message}}
general/financeeoyprocess/movebudgettofinance.1683046029.txt.gz · Last modified: 2023/05/02 16:47 by emoreno

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