Step

Action

1
For Original Budgets (new appropriation or true up entries, e.g., adjusting Grant final budget):
    Navigate to Main Menu> Commitment Control> Budget Journals> Enter Budget Journals

For Budget Transfers (moving from one cost center to another):
    Navigate to Main Menu> Commitment Control> Budget Journals> Enter Budget Transfer
2
Select tab ‘Add a New Value’. Business Unit: SFGOV; Journal ID: NEXT; Journal Date: Today’s date. Click ‘Add’.
3
Enter the required fields.
Tab: Budget Header:
  • Ledger Group: select a ledger group.
    • CC_DETAIL: Uses/Expenditures
    • CC_REVENUE: Sources/Revenue
  • For both Budget Entry Type and Parent Budget Entry Type: select the same drop down value.
    • “Enter Budget Journals” page:
      • Only “Grant and Other Original” can be selected
    • “Enter Budget Transfer” page:
      • Transfer
      • Surplus Transfer
  • Long description
Tab: Budget Lines:
  • Enter all the required ChartFields: Account, Fund, Dept, Authority, Agency Use, PC Bus Unit, Project, Activity, TRIO, Amount
Click ‘Save’.
4
In the Process drop down box, select ‘Submit’ Journal. Click Process. Wait for the page to refresh. The journal has been submitted for approval.
5
Please see Job Aid to approve journal: Budget Journal Approval/Deny.
6
After the Journal is approved, you can post the journal. In the Process drop down box, select ‘Post Journal’. Please note that all journals will automatically post if it’s approved every hour.