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Trace: • Export file ID N • (If applicable) Reverse purchase orders • Clear next year requisitions • Perform update Budget data comparison • step14a
general:budgetprocessing:step14a

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general:budgetprocessing:step14a [2018/04/05 18:02] – 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.+<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> </WRAP>
  
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 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:updata_budget_data_c.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. +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. 
  
-Use the arrow buttons to move the appropriate funds from the left side to the right side of the page.+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.1522951360.txt.gz · Last modified: 2018/04/05 13:02 (external edit)

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