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budget:utilities:updatebudgetdata

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budget:utilities:updatebudgetdata [2018/02/12 17:50] – emorenobudget:utilities:updatebudgetdata [2020/09/30 15:33] (current) – emoreno
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 //**Budget > Utilities > Update Budget Data**// //**Budget > Utilities > Update Budget Data**//
  
-<WRAP round intro>This page is used to transfer account codes and amounts from the Finance application to the Budget application master file. The amounts to be used for the update are based on the **Update Column** and the **Accounting Period** selections. Use this option after you have created the Budget master table. If you want to copy additional Fund/Year codes, then you must first use the Create Budget Data page. +<WRAP round intro>This utility is used to transfer account codes and amounts from the Finance application to the Budget application master file. The amounts to be used for the update are based on the **Update Column** and the **Accounting Period** selections. Use this option after you have created the Budget master table. If you want to copy additional Fund/Year codes, then you must first use the Create Budget Data page. 
  
 Records that exist in the Mass Change Account Codes, Mask Crosswalk option affect the accounts that are created or updated when using this option. Records that exist in the Mass Change Account Codes, Mask Crosswalk option affect the accounts that are created or updated when using this option.
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 ====Update budget data:==== ====Update budget data:====
  
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-<<screenshot of Update Budget Data>> 
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^From GL File ID|Select the prior year from GL file ID. The accounting period values are changed according to the current and next accounting period values for the selected GL file ID.| ^From GL File ID|Select the prior year from GL file ID. The accounting period values are changed according to the current and next accounting period values for the selected GL file ID.|
  
-Click **Retrieve** to update the **Accounting Period** options and fund information. +VCV Click **Retrieve** to update the **Accounting Period** options and fund information. 
  
-Select one of the following **Update Column** options:+VCV Under **Update Column**, select one of the following options:
  
-During budget processing, select **Amended** or **Actual** to update those columns in Budget for the selected fund/year codes.+VCV During budget processing, select **Amended** or **Actual** to update those columns in Budget for the selected fund/year codes.
  
  
 ^Original|{{page>general:updatebudgetdata:original}}| ^Original|{{page>general:updatebudgetdata:original}}|
-^Amended|Select if you have posted entries in Journal Budget or Amended Budget to Estimated Revenue or Appropriations and did not select **Original Budget Only** in the Move Budget to Finance utility.| +^Amended|{{page>general:updatebudgetdata:amended}}| 
-^Actual|Select if you have posted entries that have increased or decreased Realized Revenue, Encumbrance, or Expenditures in Finance.|+^Actual|{{page>general:updatebudgetdata:actual}}|
  
-Select one of the following **Account Code** options: +{{page>general:updatebudgetdata:accountcodeoptions}}
- +
-During budget processing, it is recommended that none of the below options are selected. +
- +
-^Include Inactive| Select to include inactive account codes and amounts in the list of available account codes to be transferred.| +
-^Use Crosswalk|Select to crosswalk any account code elements for the selected fund/years that exist in the Mask Crosswalk utility. See Mask Crosswalk (Mass Change Account Codes).| +
-^Only Existing Budget Accts|Select to include existing account codes and amounts in the list of available account codes to be transferred.|+
    
-Select one of the following **Accounting Period** options:+VCV Under **Accounting Period**, select one of the following options:
  
-During the budget processing, select **Current** month if the current month and next month are the same. If the current month and next month are different, select **Next**. +VCV During the budget processing, select the **Current** month if the current month and next month are the same. If the current month and next month are different, you can select **Next**. 
  
 ^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 the Finance application to populate the Budget application amounts.| 
 ^Next|Select to create Budget data using the next accounting period amounts in the Finance application.| ^Next|Select to create Budget data using the next accounting period amounts in the Finance application.|
  
-Select one of the following **Object Description** options:+VCV Under **Object Description**, select one of the following options: 
 ^Description from GL (New Account Codes)|Select to update the new Budget account code descriptions based on the general ledger description.| ^Description from GL (New Account Codes)|Select to update the new Budget account code descriptions based on the general ledger description.|
-^Description from GL (All Account Codes)|Select to update the object description for all account codes.|+^Description from GL (All Account Codes)|Select to update the object description for all account codes. This description is retrieved from the Chart of Accounts. |
 ^Description from Budget Object Code Table|Select to update the object description for new account codes only.| ^Description from Budget Object Code Table|Select to update the object description for new account codes only.|
  
-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. Use the following buttons to move all from left to the right:+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. Use the following buttons to move all from left to the right:
  
 {{page>general:fourarrowbuttons}} {{page>general:fourarrowbuttons}}
  
-^Execute|Click to execute the process. The Update Budget Data Report is displayed with the old and new account codes that were updated. ++Review the report.|{{page>general:printreport}}++| +{{page>general:updatebudgetdataexecute}}
-^Process|++Click to update the budget data.|{{page>general:budgetprocessutility}}++|+
  
 {{indexmenu_n>25}} {{indexmenu_n>25}}
budget/utilities/updatebudgetdata.1518457803.txt.gz · Last modified: 2018/02/12 12:50 (external edit)

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