Specifying an allocation budget number

Allocation budget numbers are used to track the expenditures against the selected budget category. When recording a financial transaction associated with your budget, enter an allocation budget number as the source budget number if you want to record a credit for the budget, or as the destination budget number if you want to record a debit for the budget. You can assign a budget number to any category in an organization level.

  1. Load the budget you want into the Budget InfoViewer.
  2. On the Organizational Hierarchy tab, browse to the organization level that you want to specify budget numbers for.
  3. Select the Category Hierarchy tab.
  4. In the Category Hierarchy tree, browse to the category that you are assigning budget numbers to.
  5. Click the "Category" node.
  6. Click Specify Allocation Budget Numbers.
  7. Click Add above the grid.
  8. In the Budget Number field, enter the identification code for the existing budget that you will use to track funds for the category.
  9. Click Save.
    If the budget number hasn't already been assigned to a category in the budget, Infor Public Sector adds the budget number to the category and shows it in the Budget Information grid.