STEP 11: Click Yes and the report will automatically open in Microsoft Excel STEP 12: To enable editing, click the box Enable Editing shown Over Budget Issues Common Over Budget Issues Cannot post additional expenses OH (indirect expenses) will not post Direct expenses will not post Cannot close SO or associated master data elements Reasons and Resolutions for Over Budget Issues (“Budget Exceeded” errors) SO BP line amount has been reduced (check Display SO, Doc Flow, and/or manually recalculate AVC Tables) Request change of SO BP line amount to (where justified) Expenses overspent or posted to wrong account (check ROR, manually recalculate ZR AVC Tables, LIACR and/or Payroll Detail Report) Modification of Agreement, Expenditure Adjustment for direct expenses, or Request Additional Collection(s), as warranted OH (indirect expenses) overspent (can be any associated OH account) (manually recalculate ZR AVC Table, check LIACR and/or SOF PTD) Expenditure Adjustment for indirect expenses Open Unneeded Obligations absorbing budget (check ULO or SOF PTD) Deobligate unnecessary open obligations Accruals not reversed Follow up on non-reversed accruals ROWA, additional reasons/resolutions: Collection not received (check Doc Flow, ROR, and/or Daily Collections)
STEP 11: Click Yes and the report will automatically open in Microsoft Excel STEP 12: To enable editing, click the box Enable Editing shown Over Budget Issues Common Over Budget Issues Cannot post additional expenses OH (indirect expenses) will not post Direct expenses will not post Cannot close SO or associated master data elements Reasons and Resolutions for Over Budget Issues (“Budget Exceeded” errors) SO BP line amount has been reduced (check Display SO, Doc Flow, and/or manually recalculate AVC Tables) Request change of SO BP line amount to (where justified) Expenses overspent or posted to wrong account (check ROR, manually recalculate ZR AVC Tables, LIACR and/or Payroll Detail Report) Modification of Agreement, Expenditure Adjustment for direct expenses, or Request Additional Collection(s), as warranted OH (indirect expenses) overspent (can be any associated OH account) (manually recalculate ZR AVC Table, check LIACR and/or SOF PTD) Expenditure Adjustment for indirect expenses Open Unneeded Obligations absorbing budget (check ULO or SOF PTD) Deobligate unnecessary open obligations Accruals not reversed Follow up on non-reversed accruals ROWA, additional reasons/resolutions: Collection not received (check Doc Flow, ROR, and/or Daily Collections)
Final_Binder.docx