As the rules for when a budget tracking spending, tracking revenues, or recording both types of accounting activity can vary, CGI Advantage provides the means to define the criteria for those rules. The Required Budget Configuration (REQBUDC) page provides that definition in a single record established before any accounting activity is processed. This page then controls what is available to use on the Required Budget (REQBUD) page.
In addition to Budget Fiscal Year, which is always a part of a Required Budget rule, there can be from one to five additional criteria used. Each of the five Criteria fields has a pick that displays all the valid choices. Data entry must not skip over a Criteria field. When defining values, if the criteria selected has multiple keys (for example, Department keys Major Program Group), enter those keys in the proper order. Keep in mind that the criteria selected will not apply to all types of budgets and later setup on the Required Budget page will allow you to wildcard the criteria fields so it is not used in system evaluation.
Please note that once records have been inserted to the Required Budget page, updates to the Required Budget Configuration page cannot be made. In this event, the Required Budget records must be deleted and added back after updates to the configuration page have been completed.