Interfacing budget allocations

Use this procedure to interface an allocated budget as a change request on a budget scenario.

  1. Select Processing > Allocations > Allocation Control.
  2. On the Budget tab, open an allocation control record.
  3. On the Runs tab, select a completed allocation run.
  4. Select Actions > Interface as Change Request.
  5. Specify this information:
    Scenario
    Select the budget scenario on which to create the change request line. The default value is the Scenario from the budget allocation control but you can select a different scenario.
    Description
    Provide a description for the change request.
    Default Period
    Select a month period to use as the default value for the change request line.
    Currency
    The currency of the change request is displayed. If there is only a single allocation transaction currency, the value is set to that currency. If there are multiple allocation transaction currencies, the value is set to Multiple. A change request is created for each currency.
  6. Click Submit.

    A change request is created on the Change Request tab with an Unreleased status. You can make additional changes to the request. The change request can be released.

    For more information about releasing the change request, see Creating change requests on budget scenarios.