Sidebar
finance:budgetamendment:approvebudgetamendment
Approve Budget Amendment - FIN8025
Finance > Budget Amendment > Approve Budget Amendment
This page is used to retrieve, return, and approve budget amendments that have been submitted through the workflow process as set up in the District Administration application. The page consists of three sections: amendment information, detail information, and summary information.
Approve a budget amendment:
| Retrieve an existing record. |
Type the amendment number, if known, using a maximum of six characters. If numeric values only are used, the system zero-fills the number to six digits when the user enters a partial amendment number and tabs out of the field (e.g., the user entered 123, the system zero-fills the field to 000123). If alphanumeric values are used, the system does not zero-fill the amendment number to six characters (e.g., the user entered ABC2, the amendment number remains ABC2). Click Retrieve. The amendment numbers are displayed. If the amendment number is not known, click Directory. |
|---|
Under Amendment Information, the Budget Amendment Maintenance fields are displayed.
❏ Click Path to display the approval path, which allows you to insert an approver. Only users who are set up on the Security Administration > Manage Users page with an employee number are displayed in the autosuggest drop down.
❏ Select Board Approval Required to prevent the amendment from automatically posting to Finance when the amendment is approved by the final approval (as set up in District Administration). When Board Approval Required is selected, you must manually post the amendment transaction to the Finance > Budget Amendment > Post to General Ledger page.
❏ Click Return to disapprove the amendment and return the amendment to the originator.
❏ Click Skip to continue to the next amendment without returning or approving it.
❏ Click Approve to approve the amendment and forward the amendment to the next approver in the path. If you are the last approver, the Budget Amendment Post to General Ledger pop-up window opens.
❏ Indicate the applicable options and click Post. Otherwise, click Cancel.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
|---|---|
| Click to print data. Review the report. | |
 |
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
|
| Documents | View or attach supporting documentation. |
finance/budgetamendment/approvebudgetamendment.txt · Last modified: 2021/03/25 14:08 by emoreno