1.
What do I do if I have made an error on a budget journal
before I send it to the Budget Office for approval and want
to delete it?
E-mail your budget analyst with the journal id (or use the
notify button on the journal header) and request that it
be deleted.
Note: Budget journals will not be posted unless they
have been submitted into workflow and approved by your budget
analyst. In the case of an unwanted journal, simply delete
the lines and save it but do not enter it into workflow.
The budget office will conduct periodic journal clean up
of these budget journals that have not been posted.
2. What do I do if I notice an error in my budget journal
after I have submitted it to the Budget Office for approval?
E-mail your budget analyst and ask them to recycle it to
you. If it is an error that is still grayed out after they
e-mail it back to you, you can ask your budget analyst to
delete the journal for you.
Note: It may be helpful at least in the beginning to
print out your budget journals and review them prior to
submission to the Budget Office. You can make as many changes
as needed to your document prior to submission to the Budget
Office for approval.
3. How can I find out who my budget analyst is?
Please call the Budget Office at 3-0665.
4. When a budget journal is returned to the submitter,
why can’t they make changes to effective date or scenario?
The journal date is set on the header just like the business
unit and journal id - all three are on the initial page
and can’t be changed. However, they should be able to make
a change to the budget entry type. They won’t be able to
change this is that have submitted it into workflow if the
Budget Office has not recycled it back to them.
