Initialize budget groups for selective templates

Budget groups in a selective template are created during template activation, when the process pending runs, or upon first use in a transaction. When a budget group is created, it must be initialized before it can be used in any transaction. Initialization calculates existing obligations and unreleased obligations to ensure budget editing reflects accurate and up-to-date data.

If a budget group is not initialized, any transaction associated with it are put on hold in Budget Editing in Progress until the initialization is completed.

See Activating templates with selective budget groups and Pending actions for selective budget groups template for more details.

When a selective template is activated or a process pending is triggered, these operations are performed:

• Budget groups with existing obligations and unreleased transactions are automatically created and added to the template.
• The system runs Selective Initialize to initialize these budget groups.
• Budget groups not created during activation or process pending are automatically created and initialized upon their first use in a transaction.

When the Selective Initialize process runs, these computations are performed:

• Local obligations for each period based on:
  • GeneralLedgerTotal Cube data for Actuals, Encumbrances and Commitments
  • Released Journals
  • Pending Approval Journals
• Unreleased obligations for each period based on:
  • Unreleased Journals
  • Unreleased Commitments and Encumbrances
  • Unreleased Budget Change Orders
  • Differences in Released Purchase Order amounts

When the Selective Initialize process is complete, the Selective Initialize field for the budget group is set to Yes.

If the Selective Initialize field for the budget group is set to No, see Troubleshoot the budget group selective initialization failures.