Budget Adjustment Assistant with policy and approvals
Process control budget adjustments with policy validation and approval routing.
Use Budget Adjustment Assistant with policy and approvals to:
- Validate budget transfers against policies
- Route adjustments through budget manager and requester's supervisor.
- Explain Budgetary Control validation results and provide suggested guidance for resolving issues.
- Review the posted budget entry after processing is complete.
Checking policy before submission prevents invalid budget adjustments from entering the approval process, reducing rework and delays.
Routing valid adjustments for approval ensures the right budget owners and managers review proposed changes, strengthens accountability, and creates a clear audit trail before funds are updated.
Steps to enable and configure
To enable this feature you need to log a Service Request (SR).
To use policy validation and approvals, contact Oracle Support to request access. This feature is available through a controlled release. The 26C feature will continue to work without additional steps.
Tips and considerations
The control budget must have source budget type EPM Financials module.
Customers should configure their own policies once they understand how policy rules are applied. The seeded policy is intended as an example.
Key resources
Budget Adjustment Assistant was released in 26C, see 26C What’s New for details.
Budget Entry in Using Financials for the Public Sector guide.