Update Appropriation Masters Instructions

Use the Update Appropriation Masters routine to update the approved budget amounts to the appropriate Appropriation Master accounts.  You have the choice of updating from the budget Approved, Manager Requested or Department Requested fields.  In addition, you can choose to update from the most to least significant, which compares the Budget Approved amount, Budget Department Requested amount, and Budget Manager Requested amount and updates the Appropriation Masters Appropriation amount with the first non-zero value found.  Run this routine at the beginning of your new fiscal year after the Year End Clear routine is complete.

Notes:

• Make a complete backup before starting this routine.

• Its important to only run this routine once, when your budget is finalized generally at the beginning of your new fiscal year.  For more information about the timing and sequence of budgeting tasks, see Budgeting Procedure.

• Maintain a copy of the Update Appropriations Masters printout for a complete audit trail.

• For more information about running reports, see Print View.

Directions:

To see directions for...

• Opening the Update Appropriation Masters Routine, click More.

   

  1.  Click Fund Accounting from the Menu Bar.

  2.  Click Budgeting.

  3.  Click Update Appropriation Masters.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [u] [b] [u].

   

  Update Appropriation Masters Window Example:

  

   

   

• Choosing the Selections at the Prompt Window, click More.

   

  Move Requested Amount Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Update From	To specify the amounts to update, click a choice in the drop-down list. Approved - Updates the budget Approved amounts to the Appropriation Masters Appropriation amounts. Manager Requested - Updates the Budget Manager Requested amounts to the Appropriation Masters Appropriation amounts. Department Requested - Updates the Budget Department Requested amounts to the Appropriation Masters Appropriation amounts. Most To Least Significant - Compares the Budget Approved amount, Budget Department Requested amount, and Budget Manager Requested amount and updates the Appropriation Masters Appropriation amount with the first non-zero value found.
  Update Handbook II Codes	To update Handbook II Codes, click to select the box. To omit updating the Handbook II Codes, leave this box blank. Note: Select this box to update the Appropriation Master Handbook II Codes, if the Handbook II Codes are used and you have made changes to the Budget Master Handbook II Codes.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To run the routine and generate the report, click Proceed or press [ENTER]. Keyboard shortcut: [ALT + p]
  	Important: The Update Appropriation Masters printout displays information pertaining to the various phases of the process to guide you.  The report displays Done to alert you when the routine is complete.
  	To escape from the routine: Click Cancel. Keyboard shortcut: [ALT + c] Or, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Update Appropriation Masters Report Sample.