Routing

The BA document is approved as final by the initiator if the following conditions are met:

•      The document only adjusts a single account

•      The document only adjusts current budget amount

•      The Initiator is the fiscal officer for the account

•      The account is not identified as a Contracts and Grants account

•      The total decrease amount is not greater than the current budget balance for the object code being decreased

•      If previous conditions are not met, the document continues with standard financial document routing, based on the account numbers used on the document as follows:

o  The fiscal officer for each account must approve.

o  Organization review routing occurs for the organization that owns each account.

o  Sub-fund routing occurs based on the sub-fund of each account.

The document status becomes 'FINAL' when the required approvals are obtained and the transaction is posted to the G/L during the next G/L batch process.

More:

Initiating a Budget Adjustment Document