Budget Categories

 

The Budget Category maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.

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Existing Value Modification:  Existing values can be edited as long as the description is synonmous with the original term. You can add new values. You should not delete existing values.

Document Layout

Figure 1148 Budget Category Maintenance Document Example Layout

Edit Budget Category Section

The Edit Budget Category section of the Budget Category maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 617 Budget Category Maintenance Document - Edit Budget Category Section Field Descriptions

Field

Description

Budget Category Code

Required.  The unique value used for identification of this budget category in the system as an abbreviated version of its full name in the Description.

Category Type

A classification of budget category that is an abbreviated version of the complete name.  Use the Lookup or Direct Inquiry icons as desired to search for and select the type.  Type the suspected value in the box and click the direct inquiry icon or click the lookupsearchicon icon to search for and return the value to populate the box automatically.

Description

Required.  Enter a textual name for this budget category that uniquely represents a summarized explanation of its meaning and/or purpose (for example, a title, several words separated by spaces, or a short phrase).

Examples

Figure 1149 Budget Category Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 618 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png  For more information, see “Header Area in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 93 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 94 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 96 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 97 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

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For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.