Allocation

To make this type of reservation requires a budget transaction to allocate the portion that should be available, as opposed to specifying how much should be reserved. To release the amount reserved requires another budget transaction to allocate the remainder. A guideline is recommended to keep allocations from exceeding the amount field being allocated.

The following example provides steps to establish the budget with baseline Event Type ID's and the amount of availability at each step for Original Budget and Current Budget. The sample demonstrates that this type of reserve is one done by users with budget transaction security. The calculation of Original Budget in this example is the sum of Allocated. Adopted amounts should not increase Original Budget. The calculation of Current Budget is Original Budget plus Amendments.

Budget Transaction 1
Line #	Budget Event Type	Amount
1	Adopt Expense Budget (BG01)	$10,500.50

 

Budget Line
Adopted	Allocated	Amendments	Original Budget	Current Budget
$10,500.50	$0.00	$0.00	$0.00	$0.00

 

Budget Transaction 2
Line #	Budget Event Type	Amount
1	Allocate Expense Budget (BG02)	$7,500.00

 

Budget Line
Adopted	Allocated	Amendments	Original Budget	Current Budget
$10,500.50	$7,500.00	$0.00	$7,500.00	$7,500.00

 

Budget Transaction 3
Line #	Budget Event Type	Amount
1	Amend Expense Budget (BG03)	$2,000.00

 

Budget Line
Adopted	Allocated	Amendments	Original Budget	Current Budget
$10,500.50	$7,500.00	$2,000.00	$7,500.00	$9,500.00

 

Budget Transaction 4
Line #	Budget Event Type	Amount
1	Allocate Expense Budget (BG02)	$3,000.50

 

Budget Line
Adopted	Allocated	Amendments	Original Budget	Current Budget
$10,500.50	$10,500.50	$2,000.00	$10,500.50	$12,500.50