Related TopicsAlthough budget control is an essential feature of CGI Advantage, there are cases where accounting transactions with event types that are constructed to make budget updates do not find a matching budget line, and that is acceptable. The control of trust fund activity done by cash availability instead of budget is one example.
When CGI Advantage processes a financial transactions, the system attempts to find and update a budget line in each active budget structure that is applicable to the activity of the transaction. If the system does not find a budget line in a particular budget structure and budget level combination, the system checks the Required Budget (REQBUD) setup page to determine if a match on the budget structure must be present for this transaction. If no requirement rule exists and no matching line is found, then no error is issued because the activity on the transaction was ‘optional’ for budgeting. However, if a matching budget line was found, an update will be made even if the structure is not required, but is 'optional'.