Example of Setting the Control Budget Filter

This example illustrates how to use the Control Budget Filter to determine how the budgetary control engine processes transactions associated with a ledger, project, or both.

When a ledger or business unit is enabled for budgetary control, the budgetary control engine evaluates the transactions to determine which control budget to use for checking the funds available balance.

Scenario

You have defined the following control budgets for VC (Vision City):

Control Budget	Ledger	Project	Award
VC Ops	Vision City Operations	Any or no project on the transaction
VC Ops Administration	Vision City Operations	No project on the transaction
VC Ops Park Swings	Vision City Operations	Park Swings	2016
VC Ops OOW Conference	Vision City Operations	OOW Conference	Any or no award assigned to the project

These control budgets can only be defined when the Control Budget Filter assigned to the Vision City Operations ledger is the value as shown in the following table:

Control Budget	Ledger Only	Project	Ledger or Project
VC Ops	Yes	No	Yes
VC Ops Administration	No	Yes	Yes
VC Ops Park Swings	No	Yes	Yes
VC Ops OOW Conference	No	Yes	Yes

Resulting Applicable Control Budgets

When you enter a transaction, the budgetary control engine uses the ledger and project values to determine if any control budgets are applicable, as shown in the following table:

Transaction Number	Ledger	Project	Award	VC Ops	VC Ops Administration	VC Ops Park Swings	VC Ops OOW Conference
101	Vision City Operations			Yes	Yes	No	No
102	Vision City Operations	Park Swings	2016	Yes	No	Yes	No
103	Vision City Operations	OOW Conference		Yes	No	No	Yes
104	Vision City Capital	Park Swings	2016	No	No	No	No
105	Vision City Capital			No	No	No	No