9.2 Bypass Budget Check (Security Dependent)

Purpose:  Run the process to bypass the budget check in ctcLink.

Audience:  Finance staff.

You must have at least one of these local college managed security roles:

  • ZD CC Budget Inquiry
  • ZZ GL Journal 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 bypass the budget check for only the General Ledger Journal. Consider the situation where you created an adjustment journal in adjustment period and you don’t want to run the budget check (bypass budget check) on the adjustment journal.

You can bypass the budget, if you have proper security access.

Bypass Budget Check

Navigation:  NavBar > Navigator > General Ledger > Journal

From the Journal page, you will create a journal:

  1. Enter Business Unit and Journal Date.
  2. Keep Journal ID as NEXT.
  3. Select the Add button.  The Journal page will display.
  4. From the Journal page, on the Header tab, select the Commitment Control link.  A Commitment Control pagelet will display.
Journal page - header tab
  1. From the Commitment Control pagelet, select the checkbox for Bypass Budget Checking.
  2. Select the OK button. The Header tab will display.

If you do not see Bypass Budget Checking checkbox enabled, it means you do not have proper security access. Please contact a security administrator.

Bypass Budget Checking checkbox
  1. The process to bypass the budget check is now complete.
  2. End of procedure.

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.

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View Tutorial via Panopto

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