You begin creating a Revenue Budget Journal by entering information on the Enter Budget Journals Add New – Value page. Information that you enter on this page will populate to the Budget Header page, the next step in the process. Navigation Links: Commitment Control, Budget Journals, Enter Budget Journals. Make sure the Add New Value tab is selected. Complete the Enter Budget Journals page as described below. Field Name Field Description *Business Unit Accept or select Business Unit This is the only Business Unit “MN001”. used for budgets. *Journal ID Accept the default of in the Journal ID field and SWIFT will “NEXT” automatically assign the next number available after you save the budget journal. *Journal Date Accept the default current date for the Journal Date. The Fiscal Year and Accounting Period will be inferred by the Journal Date entered here. Click on the Add button. After you create the Budget Journal, the Business Unit, Journal ID and the Journal Date cannot be changed; however, you can exit the journal without saving and start over. Step 2: Enter Information on the Budget Header page After you click on the Add button, the Budget Header page displays. Notice that the information you entered on the Enter Budget Journals page displays at the top of the Budget Header page. Complete the Budget Header page by entering the applicable fields listed in the table below. Field Name Field Description *Ledger Group Click on the Ledger Group Lookup icon and select This “KK_REVENUE”. is the ledger group for revenue budgets. Fiscal Year The Fiscal Year is inferred by SWIFT from the Journal Date. (display only) Accounting Period The Accounting Period is inferred by SWIFT from the Journal Date. (display only) Source Source is a mandatory field. Each user has one source code, which is determined by the agency. The Source field is a default for the user and (display only) is determined by the user's security role within SWIFT. This field cannot be edited.
You begin creating a Revenue Budget Journal by entering information on the Enter Budget Journals – Add New Value page. Information that you enter on this page will populate to the Budget Header page, the next step in the process. Navigation Links: Commitment Control, Budget Journals, Enter Budget Journals. Make sure the Add New Value tab is selected. Complete the Enter Budget Journals page as described below. Field Name Field Description *Business Unit Accept or select Business Unit “MN001”. This is the only Business Unit used for budgets. *Journal ID Accept the default of “NEXT” in the Journal ID field and SWIFT will automatically assign the next number available after you save the budget journal. *Journal Date Accept the default current date for the Journal Date. The Fiscal Year and Accounting Period will be inferred by the Journal Date entered here. Click on the Add button. After you create the Budget Journal, the Business Unit, Journal ID and the Journal Date cannot be changed; however, you can exit the journal without saving and start over. Step 2: Enter Information on the Budget Header page After you click on the Add button, the Budget Header page displays. Notice that the information you entered on the Enter Budget Journals page displays at the top of the Budget Header page. Complete the Budget Header page by entering the applicable fields listed in the table below. Field Name Field Description *Ledger Group Click on the Ledger Group Lookup icon and select “KK_REVENUE”. This is the ledger group for revenue budgets. Fiscal Year (display only) The Fiscal Year is inferred by SWIFT from the Journal Date. Accounting Period (display only) The Accounting Period is inferred by SWIFT from the Journal Date. Source (display only) Source is a mandatory field. Each user has one source code, which is determined by the agency. The Source field is a default for the user and is determined by the user's security role within SWIFT. This field cannot be edited.
swift-bc2-budget-admin-userguide.docx