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

• Add, edit, enable and disable revenue funding 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:

Tree Change	Additional Steps
Change budgetary control setup for a control budget segment without updating the tree version in the Account Hierarchies or Manage Trees and Tree Versions task Replace existing tree version with a new tree version Change the period range for the existing tree version and add a new tree version Replace the label for the existing tree version	Update the control budget status to Not ready for use – redefining Update the tree details for the control budget segment Prepare the control budget for use
Update the tree version in the Account Hierarchies or Manage Trees and Tree Versions task that requires balances to be recalculated	Update the control budget status to Not ready for use – redefining Submit the Refresh Tree for Budgetary Control process for the tree and tree version you updated. Once the process completes, the data model copy of the hierarchy in Budgetary Control is refreshed. Prepare the control budget for use

Note: 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.