Creating Unposted Budget Journal Batches
After entering budget journals, you must run Journal Import to create unposted journal batches. If you are using budgetary control, you must check and reserve funds for the budget journal batches.
To create unposted budget journal batches:
1. Navigate to the Enter Budget Journals window.
2. Enter your budget journal information, including the budget debit and credit amounts.
3. Choose Create Journals.
4. Enter a unique Journal Batch Name.
5. Enter a Category for your budget journal batch.
6. Choose Run Journal Import to create unposted budget journal batches. General Ledger submits a concurrent request, and displays the Journal Import Group Number for your reference.
7. Choose Done after you have started Journal Import.
To create unposted budget journal batches using budgetary control:
1. Navigate to the Enter Budget Journals window.
2. Enter your budget journal information, including the budget debit and credit amounts.
3. Choose Create Journals.
4. Enter a unique Journal Batch Name.
5. Enter a Category for your budget journal batch. General Ledger automatically displays a Funds Status of Required.
6. Choose Check Funds to verify available funds for the budget journal batch.
7. Choose Reserve Funds to reserve funds for the budget journal batches. The Funds Status changes to In Process after you choose either Check Funds or Reserve Funds. After the funds check or reservation process completes, your funds status will change to Passed or Failed.
Note: Once your funds reservation has passed, you cannot change your budget journal amounts unless you first unreserve the funds.
8. Choose View Results to open the Budgetary Control Transactions window and review the results of your funds action request.
9. Choose Done to launch a concurrent process that creates unposted budget journal batches.
See Also
Budgetary Control and Online Funds Checking
Reviewing Budgetary Control Transactions
