Using Combination Editing with Budget, Transfer, and Adjustment Journals
Optionally, you can create combination editing definitions for commitment control budget, transfer and adjustment journals as follows:
Specify the ChartField Combination Editing Template BD_COMMIT on the Ledger Template - Field Definitions page.
The Journal Edit process uses the specified combination edit template for ChartField validation during budget journal editing and error logging.
Specify the ChartFields to be used for the combination rules on the ChartField Combination Editing Definition page.
The ChartFields must be Key ChartFields for the budget definitions.
Specify the ChartField value combinations on the Rule Definition page.
The combinations must complement the budget rules if you use multiple rule sets. Complement means that the ChartFields as set up in the combination edit rules must reflect the budget definition rules with respect to which ChartFields are used, and the values that are included.
Specify the anchor ChartField and non-anchor ChartField values to include in your rule on the ChartField Combinations page.
Specify the rules to be linked together in a combination group on the ChartField Combination Editing Group page.
Groups of rules are attached to a budget ledger group on the Ledgers For A Unit, Journal Edit Options page.
You can run combination editing by itself online from the Budget Lines page of the budget entry component by selecting Edit Chartfields in the Process field and clicking the Process button. This enables you to determine if the budget journal passes combination editing and clean up any errors before posting the journal.
Combination editing errors are viewed using both the journal exceptions page and using the Budget Errors tab on the Budget Journal page. The Journal Exceptions page displays at a high-level indicating that ChartField errors exist. To see the detail regarding the errors, such as which ChartFields, select the Error tab on the journal. If you call combination editing directly using the Edit ChartFields option, information about the errors is only available by selecting the Budget Error tab.
After correcting errors, you can post budget journals online or in batch. However, posting always runs the Edit Chartfield process and does combination editing whether or not the combination editing process has previously been run online.
Note: You can run the Edit Chartfields process online as often as necessary to prove the validity of ChartField combinations before posting budget journals either on line or in batch. However, there is no separate batch request page to run Edit ChartFields as a batch process separately from the posting batch process.
For further information about setting up combination editing, refer to the detailed information contained in the documentation for combination editing for actuals transactions. Combination editing for budget journals primarily differs in that the combination editing is for entering of budgets and involves budget ChartFields and values that might be budget only and have different translation and account rollups than those for actuals transaction accounts that are budget checked in the normal course of creating and recording information about actual day to day transactions.
Note: Combination editing is not available through project budget creation from within the Project Costing application.
In addition, combination editing does not support the optional funding source feature.
See Combination Editing for Budget and Budget Adjustment Journals.