Change Budgetary Control Validations

The status of the control budget determines the changes you can make to budgetary control validations, such as the control level, tolerance, overrides, and supplemental rules.

There are these points to consider when changing budgetary control validations:

• Control budget in use

• Control budget in a redefining status

• Balance recalculations for tree changes

Changes to budgetary control validations will only affect new transactions; existing transactions won't be reprocessed.

Control Budget in Use

When the control budget is in use, you can change the following:

• Budget manager

• Control level and tolerance

• Budget adjustment settings

• Rate type

Control Budget in a Redefining Status

When the control budget is in a redefining status, you can make these changes:

• Extend the control budget ending period

• Update tree details and override settings

• Add, edit, enable and disable supplemental rules

To change your control budget from In use to a redefining status and make changes, use the following steps:

1. Navigate to the Edit Control Budget page.

2. From the Action menu, select Close and save.

3. From the Action menu, select Redefine.

4. Make your changes to the control budget and save.

5. Select Prepare for Use from the Action menu to change the control budget status back to In use.

Note: When control budgets are closed or being redefined, transactions applicable to the control budget will fail budgetary control.

Control Budget in the Permanently Closed Status

When the control budget is in the permanently closed status, the following applies to the control budget:

• the budget isn't considered for budgetary control validations

• the budget can't be changed to the In Use status

• the budget can be used for reporting

Balance Recalculations for Tree Changes

If you go through a reorganization and your tree changes, Budgetary Control can automatically recalculate your budgetary control balances.

To recalculate balances after you make changes to a tree in a control budget that's already in use, use the following steps:

1. Navigate to the Edit Control Budget page.

2. From the Action menu, select Close and save.

3. From the Action menu, select Redefine.

4. Update the tree details of the control budget segment, if needed and save. For example, update the tree label if you want to use a different tree label to control your spending.

5. Navigate to Scheduled Processes and select the Run Refresh Tree for Budgetary Control program for the tree and tree version you updated. The data model copy of the hierarchy in Budgetary Control is refreshed.

6. Navigate back to the control budget and select Prepare for Use from the Action menu to change the control budget status back to In use. Your control budget will recalculate balances, if needed.

Budgetary Control won't resubmit transactions for funds reservation if these transactions were reserved prior to the reorganization. The recalculation of budgetary control balances could result in a negative fund balance.