Batch Reassigning Budgets

Horizon lets you batch reassign budget amounts at the budget level and at the title level. You can reassign a budget’s “On Order” (or encumbered) amounts or a budget’s “On Order” and “Spent” (extra charges and non-title statements) amounts.

When you reassign budgets, you can reassign “On Order” or “On Order” and “Spent” amounts in any of these ways:

From one budget to another budget.
From one budget’s titles you choose to another budget.
From two or more budgets to another budget. (You cannot as yet reassign one budget to two budgets.)
From two or more budgets’ titles you choose to another budget. (You cannot as yet assign one budget to two budgets.)

These are the possible effects:

Horizon moves all outstanding “On Order” or “On Order” and “Spent” amounts associated with the “Source Year” budgets to their “Target Year” counterparts.
Horizon changes the “On Order” or “On Order” and “Spent” amounts associated with the “Source Year” fiscal year allocations.
Horizon changes the “On Order” or “On Order” and “Spent” amounts associated with the “Target Year” fiscal counterparts to reflect the new amounts encumbered or spent against them.
If your library has budget tracking turned on, Horizon creates one budget transaction record for every budget that it reassigns. Linked to each budget transaction record are the individual lines that were reassigned in the budget transaction detail record.

This section explains these topics:

Reassigning Budget Amounts to Another Budget
Reassigning Budget Titles Amounts to Another Budget

 


© 1998-2017 Sirsi Corporation