Create a Budget Link

For screen shots and field information for the budget documents, refer to the "Budget Document" section.

1. Create the desired budget document code.  Refer to the "Delivered Budget Structures" section for information matching a Document Code to a particular budget structure.

2. Complete the Header section.  Enter any document-wide information on the Header section you would like to default to all budget lines.

   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.

3. Complete the appropriate budget level section.  

   Click on the budget level with budget lines that can be linked from the Secondary Navigation Panel.  Those choices are often called Level followed by a number or are named ’Something Level’.  The navigation choices with the word Control are a different type of budget line information covered in the "Set a Budget Line Control" task.      Click Insert New Line to create the first budget line. Set the Action value to Modify. 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 of $0.00. Enter values in each of the COA fields that will define the existing expense budget line.  Use any picks as necessary.  None of these fields can be left blank. No other fields are mandatory but can be populated if desired. Click the Choose Revenue Line(s) action. Using the search window that appears, enter COA to locate the revenue budget line for linking. Place a check in the box next to the revenue budget line. Click the Link action. Click the Back action.

4. Complete the Linked Revenue Budgets section.

   Click Linked Revenue Budgets from the Secondary Navigation Panel. Change the Floor from the default of $0.00 if the revenue budget line has to reach a certain point before funding the expense budget line. Set the Ceiling to a value if the revenue budget line should stop funding the expense budget line at a certain point. Set the Link % field if the amount of funding from the revenue budget line should not be dollar for dollar. Leave the Link Action as New.

5. Click the Validate button to validate for errors.

6. If any errors are issued, fix the errors and repeat Step 5.  If no errors exist, then continue with Step 7.

7. Click the Submit button to submit the document.