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Revised: 10/07/2024
Approval is required for all Allotment Budget Journals created in OAKS FIN. Once the journal is in OAKS FIN, it will go to an OBM Budget Analyst for approval. After the OBM Budget Analyst approves the journal, they submit it for posting.
The requester first completes an online entry or uploads a spreadsheet. After a successful entry or upload, the requestor submits the journal for approval in OAKS FIN.
When the journal is submitted for approval, an email is automatically sent to the OBM Budget Analyst to notify them of the new item in their worklist. The journal cannot be approved in the email itself. Instead, the OBM Budget Analyst follows the link provided within the email to review and approve the journal within OAKS FIN. The OBM Budget Analyst may also log into OAKS FIN, navigate to their worklist, and review and approve the journal from there. Only one level of approval is required.
After the OBM Budget Analyst approves the journal, they submit it for posting in OAKS FIN.
The requestor can view the list of approvers and the status of the approval process within OAKS FIN.
Select the correct Allotment Budget Journal to view and approve.
The Control Budget Journal Approval page displays.
Click Approve.
The Approval Header Status changes to "Approved."
Select the Find an Existing Value tab.
You will be redirected to the Enter Budget Journals page to search for the Allotment Budget Journal to approve.
Enter Business Unit.
Enter Journal ID.
Click Search.
The Journal page displays.
The Budget Lines page displays.
Select Post Journal in the Process dropdown menu.
Click Process.
Click Yes.
The Allotment Budget Journal has been approved and posted and the Budget Header Status changes to "Posted."
9/23 @ 5pm -tom
