Budget Prep > Accounts > Edit BP Original Amount | Fund Ledger > Maintenance > Edit BP Original Amount 

Recent Changes:
6.207 - The Recommended, Requested and Approved columns will only be enabled if the "Allow user to edit prior years" checkbox is checked in the Security system file. (Enter/Edit User Security - Security Rights - Budget Prep tab); Added the functionality to display only the budget version when the "Allow user to edit prior years" checkbox is unchecked and "Allow user to edit original budgets" and "Lock in Budget Version on Edit BP Original Amounts" checkboxes are checked.

6.163 - The Recommended, Requested and Approved columns for accounts associated with capital project funds will only be enabled, if the 'Budget updated?' flag is not set on the fund parameter in Fund Ledger. 

6.116 - Increased the number of rows returned to fill the grid. Some rows were missing previously as we weren't pulling in enough rows of data.

6.76 - The Recommended, Requested and Approved columns will only be enabled if the current user has specific BP entry rights in the Security system file. (Enter/Edit User Security - Security Rights - Budget Prep tab)

Overview

This form provides an interface that allows for quickly entering budget amounts and notes for non-salary and non-benefit accounts. Use the screen to work with all or a subset of budget amounts for a specified budget version year.

This form is only available through Fund Ledger > Maintenance > Edit BP Original Amount when the customer has the Budget Prep module. If they do not have the Budget Prep module, the menu will offer the user an alternative set of screens to work with original budget amounts.

Changes to the amounts on this screen are automatically saved as you move through the fields on the grid.

Another option is to export the results of the search into a csv file for editing outside of SmartFusion. See Account Budget Export/Import. The budget amount fields displayed on this screen depend on the following settings in the Budget Prep System File

  • Track requested budget
  • Track recommended budget
  • Track forecast budget

Requested Amount

Enabled if the current user has "Allow user to edit original budgets" and "Requested" both checked on the Budget Prep tab in System Setup > Data Entry > Enter/Edit User Security > Security Rights.For accounts associated with capital project funds it will only be enabled, if the 'Budget updated?' flag is not set on the fund parameter in Fund Ledger and also enabled when the "Allow user to edit prior years" checkbox is checked in the security rights.

Recommended Amount

Enabled if the current user has "Allow user to edit original budgets" and "Recommended" both checked on the Budget Prep tab in System Setup > Data Entry > Enter/Edit User Security > Security Rights. For accounts associated with capital project funds it will only be enabled, if the 'Budget updated?' flag is not set on the fund parameter in Fund Ledger and also enabled when the "Allow user to edit prior years" checkbox is checked in the security rights.

Approved Amount

Enabled if the current user has "Allow user to edit original budgets" and "Approved" both checked on the Budget Prep tab in System Setup > Data Entry > Enter/Edit User Security > Security Rights.For accounts associated with capital project funds it will only be enabled, if the 'Budget updated?' flag is not set on the fund parameter in Fund Ledger and also enabled when the "Allow user to edit prior years" checkbox is checked in the security rights.