Set Up Primary Budget Controls - Critical Segment Tab
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Access this tab with Administrative user rights using Organization>Set Up Modules>Budget>Primary Budget Controls. |
Use this tab to select a critical segment, and specify beginning and ending dates for each code if the segment needs to vary from the current fiscal year when checking the available budget during posting. This tab becomes available when a segment other than G/L is selected on the Primary Budget Controls>Controls tab.
Requisition Users
You will need to check your budget using Reports>Requisitions>Budget and Encumbrance Balance Analysis.
Requisition and Purchase Order Users
Use this form to select the Segments, G/L Report Group Set, and the Critical Segment's Date Range to check for budget and encumbrance balances on requisitions and purchase orders (Activities>Requisitions>Create/Approve Requisitions or Activities>Purchase Orders>Create/Modify Purchase Orders).
Critical Segment: Select a segment and apply system verifications to the available budget during posting, checking and to displaying balances. The segments available were selected on the Primary Budget Controls>Controls tab. The G/L segment is not available.
Available Accounts: All account codes for each segment display along with their title, current status, and beginning and ending fiscal year dates. If there are no changes, the current fiscal year dates applies.
- Code: The account code assigned to the segment. Account codes were set up using Maintain>Chart of Accounts Codes.
- Title: The title of the account code.
- Status: The status of the account code.
- Beginning Date, Ending Date: The beginning and ending dates for each account code within the segment to apply system checks. By default, the system displays the current fiscal year dates.
- If a Critical Segment is selected, this is the only segment the system verifies during posting, checking balances and displaying balances.
- All transactions will fail posting if no budget is posted to the transaction effective date period.