Embedded Files
Process - Create (for various budget structures, such as BGA190 and BGA191)
This job aid describes the steps needed for creating a budget transaction. This document uses BGA190 as an example.
Navigate to Transaction Catalog
Navigate to the Transaction Catalog
On the left side of the screen,
Select the 3-line menu
Select Search
Select Transaction and Contract Search
Select Transaction Catalog
2. Create a BGA190 Budget Transaction
Select Create
Enter Transaction Code: BGA190
Enter the Department Code in the Transaction Dept field
Enter Unit Code in the Transaction Unit field (optional).
Select Auto Numbering.
Click Continue
3. Populate the Budget Transaction
Select Fund Detail (area to populate Level 3 data).
Select Insert New Line (click '+' on left side of screen).
Enter valid element for the following:
Action: New
Event Type: Adopt an Expense Budget (BG01)
The criteria provided below is for example purposes. Use information relevant to you.
Cabinet: A
Dollar Amount: 50,000.00
Increase/Decrease: Increase
Budget FY: 2023
Fiscal Year: 2023
Period: 11
Appr Category: N
Appr Type: AC26K
Appr Unit: AGC23TEST
Fund: 1000
SAI: 1
Enter a House Or Senate Bill number or C.R.S. number in the House Bill Number field (if applicable).
4. Populate Levels 1 and 2
To populate Levels 1 and 2, select the 3 dot menu on the right side of the screen. Then select Related Actions --> Rollup Lines.
5. Validate and Submit
Validate and Submit transactions.
6. Verify the Budget is created at BQ190LV* Inquiry Table
In the Global search enter BQ190LV3, 2 or 1
In the search section enter BFY, Cabinet, Appr Type, etc.
Click Apply
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