GL Budget - Defining Budget Organizations

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Distribution

Director of Accounting Services

UVA GL Budget Specialist

Related Procedures

None

Ownership

The Director of the University Budget is responsible for ensuring that this document is necessary, that it reflects actual practice, and that it supports university policy.

General Ledger
N ® Budgets ® Define ® Organizations
Define Budget Organization

Define Budget Organization

1. Open the ‘Define Budget Organization’ window.

2. Enter a Name and Description for your budget organization. To create a budget organization that automatically includes all accounts, enter the name “ALL.” You can have an “ALL” budget organization in addition to other, specialized budget organizations.

Note: UVA has chosen to setup one Budget Organization that will be used by all departments for budgeting purposes.

3. Enter the sort and display options.

The Ordering Segment is the account segment that General Ledger uses to sort accounts when you review the budget organization assignments, and when you use the Enter Budget Amounts and Enter Budget Journals windows.
Specify the Display Sequence for your account segments. Use this sequence to change the order of your account segments in the Enter Budget Amounts and Enter Budget Journals windows. For each segment, enter a unique sequence number from 1 to n, where n is the number of segments in your account.

4. Optionally enable Password Security to prevent unauthorized changes to your budget organization.

5. Enter Effective From and To Dates if you want to set a specific range of time when you can use this budget organization.

6. Assign accounts to the budget organization by choosing Ranges to assign ranges of accounts or AutoCopy to copy account ranges from an existing budget organization.

7. Save your work.

8. Run Budget Organization Listing to check your work.

Effective: 06/16/05

Revision: 2

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