Payroll - Budget Interface: Post Budget - Contractual

 Create the Budget Link Data  

The payments for the payroll are brought into the module and the system projects the required PO adjustment to encumber funds based on this payroll for the remainder of the school year.  You can click on the number in the Records column to see the detail for any individual row. 

The District should review all of the recommended PO Adjustments.  If you want to override an adjustment, you can enter the override amount and the reason for the override in the noted columns and then click the Save Button.  We STRONGLY recommend you DO NOT utilize the encumbrance override adjustment as in may cause purchase order health issues in the future.  

If you do not want to post any of the recommended PO Adjustments and you only want to post the overrides, click this button and save.   We STRONGLY recommend you DO NOT utilize the encumbrance override adjustment as in may cause purchase order health issues in the future. 

Once you have reviewed & verified the amounts to be encumbered, click this button to process: 

After processing, you can view the Batch that was created and processed along with the related transactions.  If you ever have to “undo” the posting, you can utilize the “Rollback” button noted below.  

You can review the Batch and you will note that the amount paid and posted to the Budget module.