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Revised: 11/16/2015
Budget Journals Process |
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This process is performed when an agency's budget approver wants to enter the transfer or adjustment budget journals online in OAKS FIN. For example, this process could be used to allot an increase in appropriation approved by the Controlling Board.
OBM creates the budgets at the appropriation and allotment levels. The budget check process uses these budgets to determine whether or not there is sufficient appropriation and cash to cover the transaction.
When creating a budget, the Budget Errors page can be used to view header and line detail messages for budgets that failed the edit/post process. When the Commitment Control Posting process encounters errors during editing, it marks the journal lines in error. OAKS FIN will not post the journal until the errors are corrected.
Click the Attachments link to add supporting documents to the budget journal. This link accesses the Attachments page where you can select to show attachments to approvers. The Alternate Description field is 150 characters long to accommodate increased reporting requirements for control-based budget activity.
While attempting to process a budget journal, it may fail and return errors. The Header Errors field area displays any errors relating to the Budget Header page, while the Line Errors field area displays Budget Line errors. This section details any journal errors so that corrections can be made.
If a budget journal is for an agency-level budget, the agency must correct the errors and re-post the journal.
If the budget journal is for an allotment, OBM works with the agency to correct the journal and re-run the journal post process.
Only State Accounting creates appropriation journals. They should never be created by agencies. State Accounting creates appropriation journals in a specific way to track appropriations for internal quality control.
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