BFY Stage Definition

The second multi-section page for BFY Stage definition exists for Spending, Revenue, Balance Sheet Account, and Non-Accounting.  Each can be navigated to from any of the tables discussed so far with a transition.  All four tables also have their own page codes:  BYSTDFSP, BYSTDFRV, BYSTDFBS, and BYSTDFNA respectively.  Each page contains the same fields, so they are discussed just once.

Behavior on this multi-section table is the same as others where selection of a record on a high-level section provides filtering of records on lower-level sections when selected.  If a section is skipped, the application automatically selects the first row on the section bypassed.  The last four sections do not use the filtering behavior.

There are always three transitions available at the bottom of each section in the BFY Stage Definition table.  Depending on which of the four tables a user is on, a transition to the other three exists.  Each opens the corresponding BFY Stage Definition table to the Profile Assignments section.

• Profile Assignments

  This page is the first of three sections available in the Secondary Navigation Panel.  On this section, assignments of profiles are made for a combination of BFY and COA elements available for that type of BFY Staging.  In each field, except Budget FY, a value of ALL can be entered that stands for all values of the field including blank.

  When a record is added successfully to this table, a record is created for each stage defined for the profile on the next table discussed - Stages.

  Fields on the Profile Assignments page:

  Field Name	Field Description
  Budget FY	All four tables contain a required unique BFY identifier for assignment of a profile.  Valid values must be defined on the Fiscal Year table or be 9999 for a multi-year record.
  Fund	All four tables contain a field for the selection of a code from the Fund table if assignment should be by Fund code.  There is no default for this required field.  The only value that can be saved that is not on the Fund table is ALL.
  Department	All four tables contain a field for the selection of a code from the Department table if assignment should be by Department code.  There is no default for this required field.  The only value that can be saved that is not on the Department table is ALL.
  Appr Unit	The Spending table only contains a field for the selection of a code from the Appropriation table if assignment should be by Appropriation code.  There is no default for this required field.  The only value that can be saved that is not on the Appropriation table is ALL.
  Revenue	The Revenue table only contains a field for the selection of a code from the Revenue Source table if assignment should be by Revenue code.  There is no default for this required field.  The only value that can be saved that is not on the Revenue Source table is ALL.
  BSA	The Balance Sheet Account and Non-Accounting tables only contain a field for the selection of a code from the Balance Sheet Account table if assignment should be by Balance Sheet.  There is no default for this required field.  The only value that can be saved that is not on the Balance Sheet Account table is ALL.
  Staging Profile	The profile to which an assignment should follow is specified in this field from the list defined on the Staging Profile Summary page.  There is no default or carry forward by navigation for this field.  A valid profile value must be entered, and the ALL value is not allowed.
  Staging Profile Name	A text field that exists for a descriptive name for a profile that is inferred from the Staging Profile entered.

• Stages

  This page is the second of three sections available in the Secondary Navigation Panel.  On this section, starting and ending dates are assigned to each stage in a profile.  A data entry feature exists on these tables that will determine a date on a previous or subsequent stage based on values entered on the middle stage.  Edits also exist to prevent the creation of a gap between stages.

  Fields on the Stages page:

  Field Name	Field Description
  Staging Profile	The profile from the selected Profile Assignment record is inferred.
  Budget FY	All four tables contain a Budget FY field inferred from the selected Profile Assignment record.
  Fund	All four tables contain a Fund field inferred from the selected Profile Assignment record.
  Department	All four tables contain a Department field inferred from the selected Profile Assignment record.
  Appr Unit	The Spending table only contains an Appropriation (Appr Unit) field inferred from the selected Profile Assignment record.
  Revenue	The Revenue table only contains a Revenue field inferred from the selected Profile Assignment record.
  BSA	The Balance Sheet Account and Non-Accounting tables only contain a BSA field inferred from the selected Profile Assignment record.
  Staging Profile Name	A text field that exists for a descriptive name for a profile that is inferred from the Staging Profile entered.
  Stage	This field displays one of the defined stages for the selected profile from the Profile Assignment record.
  Stage Start Date	The required date defined to start the stage for a given profile.
  Stage End Date	The required date defined to end the stage for a given profile.  If the stage is to extend indefinitely, then a date still has to be selected and should be well out into the future.  This date of the last stage in a profile can always be adjusted later without impacting other stages or any system assurance jobs.
  Accounts Payable Period	This field is used to define a stage as the Accounts Payable (A/P) Period, that time where prior BFY items can be entered in the subsequent FY.  The field also defines stages as before or after that same period.  Options include Before, During, After, and Not Applicable. The default is Not Applicable. Setting of this field enables special logic for during and after that A/P period to allow the liquidation lines to use a prior fiscal year and prior accounting period and the non liquidation lines to use a current fiscal year and accounting period.  Modifications to a transaction that was created during the Accounts Payable Period and is within the same Accounts Payable Period will post in the same manner. If such logic should not be used, all periods should be set to Not Applicable.  This special logic does not apply when the BFY is 9999 for an accounting line. When set to During, logic will be invoked for how a new requests for payment (PR and ABS document types only) will have the FY and APD set on liquidation lines.  Those two values will come from the Accounts Payable FY and APD parameters on Application Parameters (APPCTRL).  The FY and APD on the Accounting Line will be used for all non-liquidation posting lines. When the field is set to After, logic will be invoked for modification decrease and cancellation versions of the document to set the Posting Amount on liquidation posting lines to zero (leaving the encumbrance closed) while allowing for the reversal of Accrued Expenditure to take place in the current FY and prior BFY. The system also updates the Outyear Adjustment Amount on the referenced encumbrance posting line. For more information on Accounts Payable Period refer to the CGI Advantage Financial Accounts Payable User Guide under the "Cross Year Payment Request" section.

   

  The BFY Staging Profiles link returns you to the Budget Fiscal Year Stage Profile Select page so the first multi-section table can be reviewed.

• Document Events

  This page is the third of three sections available in the Secondary Navigation Panel.  Data entry is not supported on this section; however, it does allow for browsing of the various rules defined for the selected profile and stage.