Increases and decreases must balance in the document with relation to object code types. Increases in income may be balanced by decreases in other income lines or by increases in expenditures. Decreases in income may be balanced by increases in other income lines or by
decreases in expenditures. Similar logic applies to changes in expenditures
If Base Adjustments have not been enabled for the selected Fiscal Year on the document then base changes are not allowed.
The fund group and sub-fund groupChart of
Account objects contain an attribute for determining how budget adjustments
within that group can be made. These attributes limit the mixing of accounts with different attributes (charts, organizations, account numbers,
fund groups, or sub-fund groups) on the same BA documents.
Values for fund group are: C (Chart), O
(Organization), A (Account),
or F (Fund).
Values for sub-fund group are: C (Chart),
O (Organization), A (Account),
S (Sub-Fund), or N (None).
The budget adjustment applies the following rules using these values:
There can only be one fund group on the document
If any sub-fund on the document has a restriction (value other than 'N'), then only
that sub-fund can be used on the document. Furthermore, the restriction level
for that sub-fund is applied to the document.
If all sub-funds on the document have a value of 'N,' the restriction of the fund group
is applied to the document.
The use of certain balance sheet object codes and certain
object sub-types may be prohibited according to your institution's business
rules (for example, on Contracts and Grants accounts).