Budget Entry Name Required for Budget Import from ERP Integration Services
A budget entry name is required when importing budget amounts into Budgetary Control from ERP integration services.
This simplifies reporting and inquiry of Budgetary Control budget entries because the budget entry name is present for all methods used to load budget balances.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Financials No Longer Optional From: Update 25A
Tips And Considerations
These are the opt in defaults for your installation type:
| Installation Type | Opt In |
|---|---|
| New customer | Enabled - Budget Entry Name required |
| Upgrade customer | Disabled - Budget Entry Name not required |
Upgrade customers:
- When you enable this feature and you are using custom ERP integration to invoke the Import Budget Amounts or Import Budget for Budgetary Control and General Ledger process, ensure you always include a value for the Budget Entry Name parameter in the budget data file.
Considerations for when the Budget Entry Name is required and you are loading a budget using FBDI:
- The Budget Entry Name parameter value in the Import Budget Amounts and Import Budget for Budgetary Control and General Ledger process must match the value in the budget data file.
- The Budget Entry Name in the budget data file must be the same in a single process run.
- If you want to differentiate your budget lines in a single process run, consider using the Comment field or a descriptive flexfield.
Key Resources
- Budget Import into Budgetary Control in Using Financials for the Public Sector
Access Requirements
No changes.