Overview
The purpose of this function and its sub-function is to apply restrictions to the Budget Control Update Voucher. When configured and enabled this function enforces restrictions on the coding block selection for the items entered in Budget Control Update Voucher.
Navigation
Budgeting & Appropriation ► Support Entities ► Budget Control Update Voucher Classification
Budget Control Update Voucher Classification screen Fields
Field | Description |
Code | Unique identification code that is manually entered or automatically generated based on parameters. |
Fiscal Year | Current Fiscal Year for which the classification is created. |
Budget Control Type | Defines the Budget Control Types (e.g., Allotement1, Allotment2, Financial Budget, etc.) and link each type with a pre-defined COA Group. |
| Budget Control Update Voucher Category | This will enable the user to classify the budget Control Update Voucher Classification accordingly to requiered destination output form. |
Voucher Type | Refers to type of the voucher (Update or Transfer) for the classification is created. |
Active | If checked, indicates that this classification can be used in Budget Control Update Voucher. |
| Is Within Program | Indicate that Transfer is within Program. |
Language | Country specific language used to enter the description and other information. |
Description | A Brief description of the classification. |
| Balanced | It is used to indicate if the virement type must be balance between outs and income. Default value is “True”. |
| Linked With | Indicates if the virement type is candidate to link with another virement type. |
| Budget Type | Indicates the type of Budget for the classification. Possible values "Expenses" and "Income." |
| Debit/Credit | To indicate the classification will be debit or credit. |
| Virement Voucher Update Type | To define a valid combination between Virement and Budget Control Update Voucher Classification |
| Equity Rule | To indicate the Equity Rule for the classification. |
| Applies To BAPV | To indicate if the Classification will also apply to BAPV. |
| BAPV Type | To indicate the BAPV Type if the classification applies to BAPV. Possible Values are 'ANNUAL', ‘NORMAL’ and ‘INTERNAL’ |
| Consolidation | To indicates if the Virement will be consolidated or not. (Applies if using Virement module) |
| Balanced Credit/Debit | Is used for indicating if the virement type must be a balance between Credit and Debits (to validate in Consolidated Virements). (Applies if using Virement module) |
Force Same Element for Concepts | List of 0 or many concepts where the element for this concept must be the same for the whole transfer/update voucher. For example, it may be required that transfer always be done within the same department. So this is enforcing that all coding lines in a budget control transfer voucher have the same code for the department element. |
Valid Code Combinations | Defines the valid code combinations of the coding blocks allowed in the transfer/update voucher coding string. |
Exclusion Groups | Defines 2 groups of elements that must be exclusive in the same transfer/update voucher. |
Exclusion Groups Tab screen fields
Field | Description |
Serial Number | System generated number. |
Concepts | Identifies which Concept of the given budget control type coding structure (CoA Group) this restriction applies to. |
Group1 Type | Identifies if the exclusion group 1 applies to debit lines, credit lines or both. |
Group1 Expression | This information can be represented using the same approach used for Valid Code Combination, but for a single concept. |
Group2 Type | Identifies if the exclusion group 2 applies to debit lines, credit lines or both. |
Group2 Expression | This information can be represented using the same approach used for Valid Code Combination, but for a single concept. |
| Language | Country specific language used to enter the description and other information. |
| Description | A Brief description of the classification. |
Valid Code Combinations Tab screen fields
Serial Number | System generated number. |
Debit/Credit | Identifies if the valid code combination applies only to the debit lines, only to the credit lines or to both types. |
Rule Expression | The Rule Expression allows the definition of the coding strings that are allowed for the given budget control type. |
COA Group | Automatically populated by the system based on the CoA Group used in the Budget Control Type of the BCUV classification. |
Language | Country specific language used to enter the description and other information. |
Description | A Brief description of the classification. |