Budget number overrides

You can use budget number overrides to select different budget numbers for specific transactions based on the transaction details. For example, you can specify an account type to override the standard budget numbers for transactions for that account type.

There are 11 different transaction attributes that you can use to specify the criteria for a budget number override. The criteria are evaluated in this order of priority:

  1. Account number
  2. Line item
  3. Service
  4. Transaction designator
  5. Transaction type
  6. Account type
  7. Account class
  8. Account area
  9. Service area
  10. Account group
  11. Account subgroup

If a transaction meets the conditions for multiple budget number overrides, then the best match is used. The best match is determined base on the priority of the attributes and the number of attributes that the transaction matches.

For example, suppose a transaction matches the service specified for budget number override A, and also matches the account type specified for budget number override B. The service has a higher priority, so override A is selected.

In another example, suppose a transaction matches the line item that is specified for two different budget number overrides, A and B, and also matches the service specified for override B. In this case override B is used because the transaction matches more of its criteria.

Finally, suppose a transaction matches the line item and service specified for override A, and also matches the transaction designator, transaction type, account type, and account class for override B. The transaction meets more of the criteria for override B, but they all have a lower priority than the line item or the service. Because the priority is higher, override A is selected.