Annual Budget Change Order (AC21.2)
Use Annual Budget Change Order (AC21.2) to define and maintain budget change orders for annual budgets. In , there are two ways to change budgets: budget form actions and budget change orders. Budget form actions change and update budgets as soon as they are entered, but they provide no audit trail. Change orders require an Add and Release action and provide an audit trail.
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Unless a spread code exists, budget adjustments made with change orders spread evenly over the period, year, or life total specified. If you change the annual budget, the program spreads the new budget to the periods. The system divides the adjustment amount by the number of periods specified. The resulting per-period adjustment determines the amount of the change for each period and year in the period budget and annual budget. The changes are added to or subtracted from the appropriate years, periods, or life-to-date of the budget, and the total change amount is added to the total budget amount. If a spread code exists, the program uses that.
You must maintain a change order on the same form where you defined it originally. For example, you cannot define a change order on AC21.2 and edit it on AC21.3. If you try to do so, an error message displays.
If you define values on the Change Amount line, the program calculates the new budget amount, rate, and units vertically as Original Budget + Change Amount. If you define values on the New Budget line, the program uses those, and calculates the Change Amount line as New Budget - Original Budget.
If the New Budget line has two values, the program calculates the third using the formula: Amount = Rate * Units. If the New Budget has all three values, the program recalculates the amount as Rate * Units and rounds the amount and units.
If you want to edit a change order that has already been approved, you must first unapprove it, using AC22.1 (Change Order Approval). Then you can edit it.
In the Change Order ID field, you can select Attachments and define URL links or comments.