Amend an Expense Budget (BG03)
Process - Amend an Expense Budget (BG03)
This job aid describes the process to amend a BGE192 Budget Document
1. Create a BGE192 Budget Document.
a. In the Global search enter DOCATLG and Select the Transaction Catalog (Financial).
b. In the Transaction Catalog, click the CREATE button and enter
BGE192 in Transaction Code Field
Enter the transaction Dept
Enter the transaction unit (if necessary)
Check Auto Numbering
Click Continue
2. Select Expense Level 4.
a. Click on the + sign to insert a new line.
b. Enter valid elements for the following:
Action:
New –If a brand new budget line;
Modify – If the budget line exists.
Event Type- Amend an Expense Budget (BG03)
Dollar Amount:
Increase/ Decrease:
Budget FY:
Fiscal Year:
Period:
Department:
Appr Category:
Object Group:
Appr Unit:
Fund
Unit
Activity
Location
Bill Number (optional)
3. Click on the section 3-dot menu and then click Roll up. Budget line will be populated for Level 3, 2 and 1
4. In the upper right-hand corner, Click the Validate Button. Correct any errors that display at the top of the page.
5. Once the Transaction validates successfully click the Submit Button
6. In the Global Search Bar enter
BQ192LV4, 3, 2 or 1
In the search section enter BFY and
click APPLY
7. User should be able to verify that the Budget is created at all levels.
