9.2 Override Budget Date in Source Transaction
Purpose: To run process to override the budget date in the source transaction 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.
The budget date is default from accounting date of source transaction but you can override the budget date for some source transactions, depending on your Commitment Control security access.
Override Budget Date in Source Transaction
As an Example, here we will see Budget date Override in GL Journal. The first step will be to create a journal.
Navigation: NavBar > Navigator > General Ledger > Journal
- From the Journal search page, enter the Business Unit.
- Enter the Journal Date.
- Keep Journal ID as NEXT.
- Select the Add button. The Journal page will display.
- On the Journal page, select the Lines tab.
- Update the Budget Date. Here the Budget date defaults from journal date.
If you do not see Budget date field available to edit, it means you do not have proper security access. Please contact security Administrator.
- The process to override the budget date in the source transaction is now complete.
- End of procedure.
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