9.2 Override Budget (Security Dependent)
Purpose: To run the override budget exception process 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 override the budget if the budget error is able to be overriden and if you have proper security access.
You can override Budget through the Budget Exception page. There are two QRGs for review Budget Exception page. You can use any one QRG to override the Budget.
- Review Budget Exceptions by Transaction Source.
- Review Budget Exceptions by Budget Chartfield.
As an example here, we will see the first QRG: Review Budget Exceptions by Transaction Source.
Override Budget
Open the GL journal exception page by selecting directly from Journal page or navigate as outlined below:
Navigator > Commitment Control > Review Budget Check Exceptions > General Ledger > Journal
- The Journal search page will display. On the search page, enter search criteria like the Business Unit and Journal ID.
- Select the Search button. The Journal page will display.
- From the Journal page, select the GL Journal Exceptions tab. The GL Journal Exceptions tab will display.
- From the GL Journal Exceptions tab, you can Override Budget or Override Transaction. For details, please see QRG Review Budget Exceptions by Transaction Source. Here we will use Override Transaction.
- Select the checkbox for Override Transaction.
- Select the Save button.
- Select the Budget Check Document icon to run the Budget Processor process again, after you override the transaction or a budget.
- Wait for some time, as budget processor will be running behind the scene. As soon as budget processor finished, you will see the exception type will change to Warning.
- You will also see Override of 'Exceeds Budget'.
- The process to override a budget by transaction source.
- End of procedure.
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