On the Budget Data page, you can edit budget line information for a current fiscal year budget.
The Edit view of the Budget Data page contains the following panels:
| Field | Description |
|---|---|
| Void |
When editing, indicates whether the record is active (No) or inactive (Yes). If inactive, the record is ignored when processing. If the record has been voided, none of the information can be changed. Only records with beginning dates in the past can be voided. Records with beginning dates in the future can be deleted. |
| LOB |
The unique code that identifies the line of business, a high-level payer, or funding source such as Medicaid. |
| Biennium Start | The beginning date of the two-year financial period used for calculating financial statements for the State. |
| Biennium End | The ending date of the two-year financial period used for calculating financial statements for the State. |
| Business Unit | The State agency responsible for the expenditure. |
| Division | Department of Human Services agency responsible for the expenditure. |
| Department ID | The detailed reporting level. |
| Project | Used to group expenditures by funding. |
| Budget Description | The description of the budget. |
| Activity ID | Used to classify expenditures within a project. |
| Resource Type | The federal fiscal year for the project. |
| Account | Used to classify expenditures for budgeting. |
| Resource Category | Used to track indirect project expenditures. |
| Class | Used to classify expenditures to the appropriation line. |
| Function | The function of the program associated with the budget data. |
| Field | Description |
|---|---|
|
To add a new fund code, click Add Fund Code. To edit, on the Fund Code Detail table, click the appropriate row. |
|
| Void Date or Void |
In the table, the date the record was voided. If the record has been voided, none of the information can be changed. When editing, indicates whether the record is active (No) or inactive (Yes). If inactive the record is ignored when processing. Only records with beginning dates in the past can be voided. Records with beginning dates in the future can be deleted. |
| Fund Code |
The budget and funding sources applicable to a claim. |
| Begin Date |
The date that the associated fund codes/category of service became effective. The Begin Date and the End Date must be in the same fiscal year. |
| End Date |
The date that the associated fund codes/category of service is no longer active. The Begin Date and the End Date must be in the same fiscal year. |
| Budget Amount |
The amount of the budget for the associated fund codes/class of service. Note: Required when adding a fund code. |
| Adjusted Authorized |
The amount of the budget after it has been adjusted. It may be higher or lower than the original budgeted amount. When adding, the adjusted authorized amount is populated with the budget amount. |
| Expenditure |
The State's fiscal year to date expenditures for this fund code. This field is view-only. |
| COS |
Category of Service. Identifies the cost center assignment (General Ledger Account) which is the budget account to which this financial action is to be charged. When it is associated with a claim, then it is the category of service reflected in the claim. |
| Federal Amt | The Federal fund code dollar amount. |
| State Amt | The State fund code dollar amount. |
| County Amt | The County fund code dollar amount. |
| Other Amt | The fund code dollar amount if the source is not Federal, State, or County. |
| Field | Description |
|---|---|
|
To add a new funding source to the fund code detail, in the Fund Code panel, click Add Fund Source. To edit, in the Funding Source table, click the appropriate row. |
|
| Void Date or Void |
In the table, the date the record was voided. If the record has been voided, none of the information can be changed. When editing, indicates whether the record is active (No) or inactive (Yes). If inactive the record is ignored when processing. Only records with beginning dates in the past can be voided. Records with beginning dates in the future can be deleted. |
| Begin Date |
The date that the funding source starts. The Funding Source Begin Date must be earlier than or equal to Funding Source End Date. It must be later than or equal to the Fund Code Begin Date. |
| End Date |
The date that the funding source ends. The Funding Source End Date must be later then the Funding Source Begin Date. The Funding Source End Date defaults to the end of the fiscal year date. The funding source date span (Begin Date through End Date) must be within the State fiscal year defined for the budget line. Default: End of the Fiscal Year. |
| Federal | Percentage of allocated funds being provided by the Federal government for the budget line. |
| State | Percentage of allocated funds being provided by the State government for the budget line. |
| County | Percentage of allocated funds being provided by the County government for the budget line. |
| Other | Percentage of allocated funds being provided by other sources for the budget line. |
| Total |
The accumulated total of the Federal, State, County and Other percentages. The total percentage must equal 100%. |
| Field | Description |
|---|---|
|
Fund Code / Adjusted Authorized History Fields Historical record of the fund code information associated with this budget line. See the Associated Fund Codes/COS Fields table for field descriptions. |
|
| User ID | The ID of the user who last changed the fund code. |
| Date Changed | The date the fund code was changed. |
|
Funding Source History Fields Historical record of the funding sources associated with this fund code and budget line. See the Funding Source table for field descriptions. |
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Version as of 5/16/14.
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