Copy Budget Journal
Purpose: Use this document as a reference for copying Commitment Control journals in ctcLink.
Audience: Commitment Control staff.
You must have at least one of these local college managed security roles:
- ZD CC Budget Inquiry
- ZZ CC Budget Entry
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
You can copy Budget Journals with posted, unposted, edited, and edit required budget journal status. Journals having an error status can also be copied.
Copy Budget Journal
Navigation: Commitment Control > Budget Journal > Enter Budget Journals
- The Enter Budget Journals search page displays.
- Select the Find an Existing Value tab.
- Enter Business Unit and/or additional Search Criteria to identify your budget journal.
- Select Search.
- The Budget Header tab displays.
- Select the Budget Lines tab.
- The Budget Lines tab displays. Use it to enter the transaction lines that make up the journal, that is, the monetary and statistical amounts and the ChartField values for each transaction.
- From the Process drop down menu arrow, select Copy Journal.
- Select the Process button.
- The Budget Journal Copy window displays.
- Optional to update the criteria:
- New Journal Date.
- Budget Entry Type.
- Parent Budget Entry Type.
- Select the OK button.
- A message displays reminding you to please save the journal. Select the OK button.
- The newly copied journal displays with a Budget Header Status of 'Incomplete' and Approval Header Status of 'Not Submitted'.
- Notice that a new Journal ID is created.
- You can change or modify the Budget Header, Budget Line(s) and detail(s) as needed.
- Select the Save button to save your work.
- Next Steps:
- If the Budget Journal Approval is set up for your college, then you will see the Approval Header Status as "Not Submitted".
- If you do not have Budget Journal Approval turned on for your college, then select the Process drop down menu to post the Budget Journal or follow the QRG Post Budget Journal Online.
- If you do not have Budget Journal Approval turned on for your college, then follow QRG Budget Pre-check and Submit the Budget Journal for Approval.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Copy Budget Journal. This link will open in a new tab/window.
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