The following depicts the online creation of allotment lines at the same time a budget line is created.
To allot a budget line, perform these steps:
Create an instance of the desired budget transaction code.
Skip the Header tab. Enter and navigate to the Budget Level tab that is allotted.
Click Header from the Secondary Navigation Panel.
No particular Header field is mandatory nor is any required for this task
If the current Application Date should not be used, then manually enter the correct date in the Transaction Date field.
If the default Budget Fiscal Year should not be used, then manually enter the correct year, (that is, prior year or next year), in the Budget FY field. Any manually entered year will be used on all budget lines being created unless overridden at the budget line level.
If the default Fiscal Year should not be used, then manually enter the correct year, (that is, prior year or next year), in the Fiscal Year field. Any manually entered year will be used on all budget lines being created unless overridden at the budget line level.
If the default Accounting Period should not be used, then manually enter the correct accounting period, (that is, prior period or next period), in the Period field. Any manually entered period will be used on all budget lines being created unless overridden at the budget line level.
Insert a new budget line. Complete the appropriate budget level tab.
Leave the defaulted Action value of New. (Modify if creating allotment lines for an existing budget line.)
Leave the Event Type field to default to Adopt (BG01 for spending budgets, BG23 for revenue budgets, or BG22 - Award for reimbursement budgets). If there is no default or another event type is to be used, manually enter the value or use the pick.
Enter a Dollar Amount for the new budget line. If allotting for an existing budget line where you do not wish to adjust that budget line, enter $0.00 for Dollar Amount and enter the total amount you wish to allot in the Allotment Distribution Amount. If updating the budget line so that Dollar Amount is not zero but you do not wish to allot that amount, enter the total amount you with to allot in the Allotment Distribution Amount.
Enter values in each of the COA fields that will define the new budget line. Use any picks as necessary. None of these fields can be left blank.
Choose the Allotments action to open Allotments page.
Insert a new allotment line.
Enter the Allotment Period.
Leave the Increase/Decrease field to default to Increase. Now for the amount of each allotment line, there are two methods that cannot be combined.
Enter a percentage in the Percentage column of each allotment line so that the total of all lines is 100%.
Enter an amount in Allotment Amount. Repeat these Sub Steps for each allotment line needed.
Validate the transaction.
If any errors are issued, fix the errors. If no errors exist, then continue with Step 6.
Submit the transaction.
Note: Allotment lines can alternatively be created automatically using Allotment Formula. Please refer to the "Allotment Formula" section for more details.