1. Here is the list of Header fields that have to be updated with current information:
2. Business Unit must reflect your college, i.e. WAxxx. Enter your college Business Unit.
3. Journal Date is the Budget Journal date. It is also a Budget date. Update the correct Journal date in the format MMDDYYYY (ex. 07012023 for July 1, 2023).
4. Enter Budget Entry Type / Parent Budget Entry Type .
5. Select ‘0’ Original if this is an original budget entry being made for the first time.
6. Select ‘1’ Adjustment if this is an adjustment to an original budget amount.
7. Description: Enter Budget Journal Description in short. 
8. Enter a detailed description of the budget in the Long Description field.
9. Enter either PERMANENT, TEMPORARY or EARMARK in the Alternate Description field.
   • Permanent - The budget for that year.
   • Temporary - Adjustments that are not intended to be carried over to the next year. It does not matter if it is a + or -.
   • Earmark - Special budget for a specific directive spending. This is a variety of things, such as disability services or apprenticeship services.  
   • This field is required for reporting purposes. This will allow the budget entries to report in a query format using QFS_KK_BUDGET_EXPENSE_BALANCE. Enter separate Budget Journals based on the type of budget described in the Alternate Description.

1. Data Flag for Lines Enter an “L” for each row of data.
2. Journal Line It should be incremental.
3. Enter Account This is the Account of the budget. It will be detail account level.
4. Enter Department ID This is the Department where the budget resides.
5. Enter Operating Unit This is college code.
6. Enter Appropriation This is the Appropriation Index.
7. Enter Fund Code This is the PeopleSoft Fund code.
8. Enter Class This is the NACUBO (Program Code).
9. Enter Budget Period This is the Fiscal Year of the budget period i.e 2023 or 2024.
10. Enter Line Description (Optional) Provide line description. This is optional field. If you leave this field blank, then it defaults the value from Account description for each line.
11. Enter Base Currency Amount This is the amount you wish to budget.

Navigation: Commitment Control > Budget Journal > Import Budget Journals

1. The Import Budget Journals page displays. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA040_BUDGET_UPLOAD (College, Process).
2. The Import Commitment Control Budget Journals page displays.
3. Enter the Journal ID Mask is setup as "BD_"
4. Select Add Button. A new File Attachment window will pop up.
5. Select Choose File button.
6. Select the .csv file from your local folder and then the Open button to add the file as an attachment.
7. Select the Upload button.

8. Your .csv file name will be listed next to 'Attached File'.
9. Select the Run button to run the 'Flat File Budget Jrnl Import' process.
10. Select OK. Note that a Process Instance number appears. Select Process Monitor link and monitor the process.

11. Use the Process List page to view the status of submitted process requests. Please refer to the Process Schedule Request steps for further instructions.
12. Continue to select the Refresh button until the Run status is Success and Distribution status is Posted.
13. Select the Details link.

14. From the Process Detail page, select the View Log/Trace link.
15. The View Log/Trace window opens. Select the KK_JRNL_IMP_XXXXXX.LOG Link.

16. You will see the Budget Journal detail, which is created from this process.

17. Note down the Budget Journal ID and proceed to the next step QRG Budget Pre-check and Submit the Budget Journal for Approval.