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Trace: • Export file ID N • Perform update Budget data comparison • 1099_create_1099_object_codes_table • Update Budget data
general:budgetprocessing:step14a

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general:budgetprocessing:step14a [2018/03/08 15:50] – emorenogeneral:budgetprocessing:step14a [2021/12/16 13:47] (current) – emoreno
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-[[budget:utilities:updatebudgetdata|Budget > Utilities > Update Budget Data]] +[[budget:utilities:updatebudgetdata|Budget > Utilities > Update Budget Data]] 
 + 
 +<WRAP box>**Note**: If mask crosswalks were performed in Finance they need to be performed in Budget before completing this step. If you need assistance with mask crosswalks, contact your regional ESC consultant. 
 +</WRAP>
  
  
 Update the current year Budget **Amended** and **Actual** columns from Finance.  Update the current year Budget **Amended** and **Actual** columns from Finance. 
  
-++++Image|{{:general:budgetprocessing:update_budget_data_section_17.jpg|}}+++++{{:general:budget_process_-_update_budget_data_step_14.jpg|Update Budget Data Page}}
  
  
 +VCV In the **From GL File ID**, select the current year file ID (file ID C) and click **Retrieve**. 
  
-In the **From GL File ID**, select the current year file ID (file ID C) and click **Retrieve**.  
  
- +VCV Under **Update Column**, select **Amended** and **Actual** to be updated in Budget for the selected fund/year codes.
-Under **Update Column**, select **Amended** and **Actual** to be updated in Budget for the selected fund/year codes.+
  
 ^Amended|{{page>general:updatebudgetdata:amended}}| ^Amended|{{page>general:updatebudgetdata:amended}}|
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 ++++Account Code options|{{page>general:updatebudgetdata:accountcodeoptions_b&inline}}++++  ++++Account Code options|{{page>general:updatebudgetdata:accountcodeoptions_b&inline}}++++ 
  
-Select one of the following **Accounting Period** options:+VCV Select one of the following **Accounting Period** options:
  
 ^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.|
  
-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. 
  
-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: 
  
-<WRAP box>**Note**: Move appropriate funds from the left side to the right side of the page. </WRAP>+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. 
  
-{{page>general:fourarrowbuttons}}+VCV Use the arrow buttons to move the appropriate funds from the left side to the right side of the page.
  
 {{page>general:updatebudgetdataexecutestep14b}} {{page>general:updatebudgetdataexecutestep14b}}
general/budgetprocessing/step14a.1520524236.txt.gz · Last modified: 2018/03/08 10:50 (external edit)

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