Budget Adjustment Approvals Page

Use this page to review and approve or deny batch budget adjustments at your approval level. You can also mark adjustments for correction and display the Change Budget Adjustments page to change the descriptions and amounts of existing adjustments.

Menu Path: Fund Accounting > Entry & Processing > Budget Ledgers > Approve/Deny Budget Adjustments

Action Bar Items

After you generate a list of batch files, the following items display on the Budget Adjustment Approvals page's Action Bar:

Approve	Approves a selected batch file and all its adjustment records. After approving a batch, you can use the Change Budget Adjustments page to process adjustments individually using the Deny, Clear, and Needs Correction items.
Deny	Denies a selected batch file and all its adjustment records. After denying a batch, you can use the Change Budget Adjustments page to process the batch's adjustments individually using the Approve, Clear, and Needs Correction items.
Approve All	Approves all batch files and the adjustments they contain. After selecting this item, you can deny and clear individual batch files using the Deny and Clear items.
Deny All	Denies all batch files and the adjustments they contain. After selecting this item, you can approve and clear individual batch files using the Approve and Clear items.
Clear	Cancels an approval action for a selected batch, changing its status back to Open. This item also clears the status of adjustments that are flagged for correction.
Activity	Displays the Activity page for the selected batch. This page shows changes made to the adjustments by approvers at other levels.

Prerequisites

Before processing approvals for your batch adjustment records:

Review details on your batch files by running the report options available on the Batch Budget Adjustments page. For details, refer to Generating Batch Budget Adjustment Reports.
As needed, release and post the batch files using the Release/Post item in the Batch Budget Adjustments page. For details, refer to Releasing and Posting Batch Budget Adjustments.

Viewing Adjustments that are Available for Approval

Select Fund Accounting > Entry & Processing > Budget Ledgers > Approve/Deny Budget Adjustments to display the Budget Adjustment Approvals page.
In the Approval Criteria section, complete the following fields to identify the batch files containing the adjustments you want to access:
Approval Criteria Select:
A - All Items (default)
L - Approved at Lower Level
Required - Select the checkbox if you only want to display adjustments that are required at your approval level. Leave the box blank to access all adjustments that are available for approval.
Control Number - Identify the batch file containing the adjustments you want to access. To identify multiple files, use the pipe symbol to separate control numbers, for example, 09385|09386|09388. To access all batch adjustment files, leave the field blank.
Click OK to display the batch files that match your criteria.
In the List section, select a batch to display its adjustments in the Details section.
In the Details section, use the arrow keys and scroll bars to scroll through the records.
To view details on an individual adjustment, select the record, and click OK.
Click Back to return to the Approval Criteria section.

Processing Batch Budget Adjustments for Approval

Select Fund Accounting > Entry & Processing > Budget Ledgers > Approve/Deny Budget Adjustments to display the Budget Adjustment Approvals page.
In the Approval Criteria section, enter criteria to identify the batch files you want, and then click OK.
Select the batch file you want to process. The batch's adjustment records display in the lower section of the page.
As an alternative, you can use the following items for all the batches displayed. If needed, you then can change the Status for a specific batch by selecting the batch and clicking one of the items listed in Step 5.

Approve All	Approves adjustments in all the batch files displayed.
Deny All	Denies adjustments in all the batch files displayed.

Click the following Action Bar items to change the Status of the selected batch. If you are processing more than one batch, repeat this step for each batch.

Approve	Approves all adjustments in the batch that is currently selected.
Deny	Denies all adjustments in the batch that is currently selected.
Clear	Changes the batch's Status from Approved or Denied to Open.

To approve or deny individual adjustments for a batch, double click the batch to display the Change Budget Adjustments page. You also can flag adjustments for correction.
When you finish, click OK to return to the Batch Adjustment Approvals page.
For additional details, refer to the Change Budget Adjustments Page.
When you complete your approvals and denials, select a batch and click OK.
In the Begin Post dialog, click Yes to display a Print page.
In the Print page, select a destination for generating the Budget Adjustment Approval/Denial report, and then click OK. The default file name of the report is postbudappr.rpt. The report shows the adjustments posted successfully or could not be posted because they require additional approvals or errors occurred.
The Budget Adjustment Posting Errors page displays, providing results similar to those shown in the report.
Click OK to complete the process and return to the Budget Adjustment Approvals page.
or
Click Print to display a Print page for generating an additional status report on the adjustments you attempted to post. Select a report destination, and then click OK. The Budget Adjustment Approval Status report's default file name is budpoststat.rpt.