Use Maintain Organization Budget Approvers form to set up organization budget approvers and their associated budget creator managers. Since most accounting systems do not have detailed records of an Org./OBS management authority structure, use this screen to record these details into the database to support the budgeting process.
To maintain organization budget approvers, complete the following steps:
From Administration » Administration Controls » Org Budget Controls, click Maintain Org Budget Approvers (MAO3).
The Maintain Organization Budget Approvers screen displays.
The Rollup Org level that they are allowed to approve is listed in the first column followed by Manager ID and Manager Name.
To change any of the information in the list:
Click Edit/Delete for the user you want to update. The user's information displays in the fields to the right.
Select a new Rollup Org ID and/or Budget Approver from the drop-down lists.
Click Update.
Costpoint Planning lets you know the change was made.
To add a new budget approver:
Select the Rollup Org ID from the drop-down list.
Select a name from the Budget Approver drop-down list.
Click the New button to create new record.
Costpoint Planning lets you know the list has been updated.
To create multiple budget creators at one time for a particular Org level:
Click the Budget Creators link.
Take the following actions:
Org ID — Select the org ID from the drop-down list.
Budget Creator — Select a name from the drop-down list.
Click New.
The name is added to the field on the left.
The table below describes the columns that display for the Maintain Org Budget Approvers table and Budget Creators subtask.
|
Column Headings |
Description |
|
Rollup Org |
This column displays the rollup organization ID. |
|
Org ID |
This column displays the Org ID. |
|
Manager ID |
This column displays the Manager ID. |
|
Manager Name |
This column displays the name of the manager. |
Click this button to copy a record.
Click this button to delete a record.
Click this button to query records.