Steps
to Complete Batch Options for BudgetsFrom the General Ledger screen, select the Data Entry menu and then Budgets.
If a batch already exists, the Budget Batch Search screen will appear. To continue adding budget entries to an existing batch, select the desired batch by double-clicking on the batch description; otherwise, to enter a new batch, click the New Record button and then complete the batch options. If a batch does not exist, the batch options screen will appear immediately in order to create a new batch.
Steps
to Complete Batch Options for Budgets
The Budgets screen will appear for the selected budget batch. The description for the selected batch will appear in the title bar, and if the Recurring Entries field is selected for the batch, Recurring Batch will appear after the batch description.
Select the Options menu and then Import Purchase Orders.
When prompted, enter the date to use to determine which purchase orders to import (based on the Expected Date of the purchase orders), and click OK.
Edit the budget batch if desired.
Note: If entries had been made in the budget batch before importing purchase orders, those existing entries were not added to the ones imported and are listed separately on the screen and the report.
Steps
to Correct a Budget Entry
Once all the changes have been made, print a listing and post the batch.
Note: The total of all the budget entries for revenues and expenditures for each fund and a total of all funds are displayed on the screen.