Control Budget Setup

You set up control budgets in two stages. In the first stage, you establish Commitment Control ledgers and ledger groups and then set up budget definitions by attaching processing parameters to the ledger groups. Within a control budget definition, you can set up one or more rulesets, or sets of key ChartFields, translation rules, and budget period calendars. Rulesets may be thought of as groups of budgets that have common characteristics such as budget keys, translation rules, and calendars. If all of your budgets use the same ChartFields, translation rules, and calendars, you can just use the default ruleset created by the budget definition without having to specify any range of values. You can also attach certain budget-checking options to specific values of the control ChartField (the values for which determine whether the Budget Processor considers a transaction for budgetary control). The following table lists the process for setting up control budget definitions:

Entity	Parameters	Setup Location	Prerequisites
Commitment Control Ledger Group Structure	Structure of budget type (Ledgers in the ledger group) Ledgers that affect available budget ChartFields that balance	Ledger Template component Detail Ledger component Detail Ledger Group component	NA
Control Budget (commitment control ledger group definition)	Control options, (such as track only) Budget status (hold, open, and closed) Tolerance Funding source control Associated CC ledger group (such as parent and child) Parent budget type Control ChartField Ruleset ChartField, tree, and level Balancing entries requirement Statistical budgeting Child budgets exceed parents option Offsets for balancing entries Excluded account types Prior year adjustment ChartField Budget period status (open, closed, default, and hold)	Control Budgets Options page Offsets page Excluded Accounts Types page Prior Year Adjustment ChartFields page Budget Period Status page	Translation tree for Ruleset ChartField Funding Source Definition (if funding source control is enabled)
Rulesets	Valid Ruleset ChartField values Budget calendar Budget keys Translation tree and level for each key Default accounts	Ruleset ChartField page Keys and Translations page	Translation trees for key ChartFields Budget calendars
Control ChartField Values	Valid control ChartField values Control options Budget status Tolerance Begin and end dates Cumulative calendar Funding source requirements Default entry event	Control ChartField page

You now attach each Commitment Control ledger group to a business unit and the general ledger (GL) ledger group for that business unit whose transactions you want to budget-check. You can then set certain budget-checking options for specific budgets (ChartField combinations) for a business unit. You can also associate specific revenue and expenditure budgets for a business unit so that revenues automatically increase spending limits.

The following table lists the additional budget setup:

Setup Process	Parameters	Setup Location
Attach Commitment Control ledger groups to business unit and general ledger (GL) ledger group	Include pre-encumbrance in available budget calculation. Allow increase spending authority. Note: The allow increase spending authority option permits credit transactions against expenditure budgets or debit transactions against revenue transactions to increase the budget's remaining spending authority (RSA) above the budgeted amount.	Ledgers for a Unit component
Individual Budget Attributes	Select by business unit and ChartField combination. Control options. Budget tolerance. Budget status	Budgets Attributes component
Associate Revenue and Expenditure Budgets	Select by business unit and ChartField. Ledger groups must already be associated in Control Budget Definition	Associate Budgets component

When this setup is complete, you can enter budget amounts in the Enter Budget Journals component.

Note:

Amount versus quantity-based liquidations is determined in the various applications.