Document Overview Tab

Financial Processing > Financial Processing Transaction Documents > Budget Adjustment > Document Layout

Document Overview Tab

The Document Overview tab includes one unique field called Year.

BA Document Overview tab field definitions

Title	Description
Year	Required. Select the fiscal year this adjustment should apply to from the Fiscal Year list. Most budget adjustments are made to the current fiscal year but in some cases you may be able to choose a fiscal year that has not yet begun.

go-arrow-red For explanation of other fields, see Standard Tabs.

If you change the fiscal year, click Refresh to make sure that all the fields on the document are available for that fiscal year. For example, you might not be able to do base budget changes to a particular fiscal year. Clicking refresh assures that the system disables fields that aren't valid for that year.