Maintaining Organization Budget Approvers

To maintain Organization Budget Approvers, complete the following steps:

1. In Reports & Actions, select M.A.O.3 Maintain Organization Budget Approvers.

• Since most accounting systems do not have detailed records of an Org./OBS management authority structure, use MAO3 to record those details in the database to support the budgeting process.

2. Click to open the dialog box.

• The current Org Budget Approvers are listed in the table.

• The employee's ID is listed in the first column, and the top level Org Rollup level that they are allowed to approve is listed in the second column.

• Approvers automatically have rights to create and edit org budgets under that org.

3. Click Edit/Delete to change any of the information in this list.

• The current information for the manager selected appears in the text field below.

4. Change the Rollup Org ID number and then click Update.

• The application lets you know the change was made.

5. To add a new budget approver, select the Rollup Org ID from the drop-down list.

6. Select a name from the Budget Approver drop-down list.

7. Click Add New.

• The application lets you know the list has been updated.

8. To create budget creators for a particular Org level, select the Budget Creator link in the table opposite the Rollup Org level that's appropriate.

• Not all org budget creators are org budget approvers.

9. The Setup Org Budget Creators dialog box for that rollup level opens.

10. Select the Org ID from the drop-down list.

11. Select a name from the Budget Creator drop-down list.

12. Click Add New.

• The name is added to the field on the left.