Reassigning Budget Titles Amounts to Another Budget

You can reassign “On Order” and “Spent” amounts for a budget’s titles to another budget. You can choose to reassign the title amounts for one or more budgets to each budget’s fiscal counterpart, or you can choose to reassign budget title amounts to a different budget. You can also choose to reassign amounts for one or more whole budgets to another budget. (For more information on reassigning whole budget amounts to another budget, see Reassigning Budget Amounts to Another Budget.)

If you want to reassign budget amounts to other budgets and reassign a different group of budget title amounts to budgets, SirsiDynix recommends doing these actions in different passes through the reassignment process.

Before you can reassign budgets, you must already have a fiscal year allocation created to which you can reassign amounts; otherwise, you will not be able to reassign amounts. (For more information on creating new fiscal year allocations at once, see Batch Creating Fiscal Year Allocations.)

To reassign budget title amounts to another budget

1 Start the Batch Reassign Budgets process.

The default location of this process is the Acquisitions\Budget folder on the navigation bar.

Horizon displays the Reassign Budget Options window:

2 Complete the fields to set up the options for the budgets with title amounts you want to reassign:

Field

Action

Source Year

Enter the year with the budgets you want to reassign.

Target Year

Enter the year with the budgets you want to reassign amounts to.

Reassign Amounts

Choose the type of amounts you want to reassign (“On Order” or both “On Order and Spent”).

Reassign By

Choose Budget and Title to reassign by budget only.

Change Status of Source Year to

Choose the status you want for the source year, if you want to change it. (The default is “No Change.”)

Change Status of Target Year to

Choose the status you want for the target year, if you want to change it. (The default is “No Change.”)

3 Click OK.

If you choose to reassign spent amounts for budget titles, Horizon displays this message: “You have selected to reassign Spent amounts. Spent amounts with associated vouchers will not be reassigned.”

4 If Horizon displays the message on spent amounts, click OK.

Horizon displays the list of budget candidates you can reassign to another budget:

Note: If you want to change some of the options for reassigning amounts, click Options to display the Reassign Budget Options window and make your changes.

5 Do one of these options:
If you want to continue with reassigning budget title amounts, skip to step 6.
If you do not want to reassign budget title amounts because spent amounts with associated vouchers will not be reassigned, click the Close button in the upper-right corner of the List Reassign Budget Candidates window and skip the rest of this task.
6 If you want to reassign one budget’s title amounts to a different budget than what is listed as the Target budget, or if you want to reassign several budgets’ title amounts (from the budgets you have selected) to one budget, use the steps in this table; otherwise, skip to step 7:

To reassign one or more budget title amounts to a different Target budget

1 Highlight the budget or budgets you want.
2 Click Target Category.
3 Choose the budget you want from the Edit Reassign Budget Candidates window.
4 Click OK.
7 Do one of these options from the List Reassign Budget Candidates window (shown in step 4):
If you want to reassign title amounts for only some budgets in the list, highlight the budgets you want.
If you want to reassign title amounts for all budgets listed, click Select All.
8 Click Reassign.

Horizon displays the list of candidate titles for which you can reassign amounts for the first source year budget you chose:

9 Choose the titles you want to reassign amounts for.
10 Click OK.

If you chose more than one budget for which you want to reassign amounts, Horizon displays another list of candidate titles for which you can reassign amounts for the next source year budget.

11 If you chose more than one budget for which you want to reassign amounts, repeat steps 9 and 10 for each List Reassign Titles for Budget window that Horizon displays; otherwise skip to step 12.

When Horizon is finished reassigning budget title amounts, it displays the target budgets with their new amounts:

12 If you want, edit the target budgets individually or in batch mode by choosing the budgets you want and clicking Edit. (For more information on editing fiscal year allocations in batch mode, see Editing Fiscal Year Allocations for Batch Changes.)

 


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