Prerequisites

Before you can enter budget journals, you must do the following:

  1. Set up your control budget definitions in the Budget Definitions component and (optionally) your budget attributes in the Budget Attributes component.

  2. If you have enabled funding source, you must allocate funding source amounts on the Funding Source Allocation page.

  3. Set up security for the Budget Entry or Adjustment event and the Budget Transfer event.

    Note: If you do not activate security for the Budget Entry or Adjustment event and for the Budget Transfer event, anyone who has general security access to the page is able to enter, adjust, and transfer budget amounts.

  4. If you use journal classes, define them on the Journal Class page.