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finance:budgetamendment:approvebudgetamendment
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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.Search for a record.

Under Amendment Information:

Field Description
Amendment Nbr

Type an amendment number. The field can be a maximum of six characters. Amendment numbers can be alphanumeric. If only numeric values are used, the field is zero-filled to equal six digits when a partial amendment number is entered and you tab out of the field (e.g., you entered 123, the field is zero-filled to 000123). If alphanumeric values are used, the field is not zero-filled to equal six characters (e.g., you entered ABC2, the amendment number remains ABC2).

Note: Each amendment number entered is validated against existing journal voucher numbers and amendment numbers. If the amendment number entered already exists as either an amendment number or a journal entry number in Finance, the duplicate amendment number cannot be used. Another amendment number can be entered.

Amendment Number DescriptionType a description for the amendment. The description can be a maximum of 30 characters.
OriginatorThe name of the person currently logged on to the system is displayed.
Campus/DeptType the name of the campus and department submitting the amendment transaction. As you type the data, a drop-down list of first approver campuses is displayed. Select the campus/department. This is a required field. This field only displays on the page when Allow for Approval Process is selected on the Tables > District Finance Options page.
Board Approval Required Select to prevent the amendment from automatically posting to Finance when the amendment is approved by the final approval (as set up in District Administration). If selected, you must manually post the amendment transaction to the Finance > Budget Amendment > Post to General Ledger page.
Note

Click to add or read a note for the amendment. An amendment notes pop-up window opens. The text is in the standard font if there are no amendment notes entered. If there is a paper clip next to the button, an amendment note exists.

In the amendment notes pop-up, type comments, additional justification, or instructions about the amendment transaction.

Click OK to save the amendment notes and close the pop-up. Otherwise, click Cancel to close the pop-up without saving the note.

Field Description
Campus ID
Pass/Fail

Click Save.

**NOTE:

Other functions and features:

Delete a row.
finance/budgetamendment/approvebudgetamendment.1502131530.txt.gz · Last modified: 2017/08/07 13:45 (external edit)

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