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SmartSimple provides the ability to allocate earmark allocations and disburse payments towards specific budgets, allowing administrators to easily set up complex budget allocation and attribution models for their users. Administrators can bulk create Level 3 disbursement records and attach them to Level 2 budget items, all while performing various validations.
==Configuration==
Previously the Payment Allocation Mapping settings were accessible under Level 3 settings. Currently it has moved to the Level 2 type under "Payment Allocation Mapping" tab.
This feature is configured on the [[UTA Settings - Settings|Type Settings]] page.
In this example, a {{L3}} type called "Disbursement" will be associated link a payment with a uta provider record.<br />
Click the ''Payment Allocation Mapping'' link tab under the [[UTA Settings - Settings|Type Settings]] for {{L3L2}}.
This feature consists of 3 parts to complete configuration.<br/>
==Payment Allocation Mappingfor Disbursements==
The ''Payment Allocation Mapping'' tab will appear at the top of the page. Map the provider uta to the budget manager to define which uta is tracking the disbursed funds.<br/>
[[Image:Payment_mapping.JPG|500px|link=]]
For ''Subject'' enter content, including [[Variables]], to appear in the payment header in the quick payments screen.<br />
For ''Instruction Text'' enter content to appear in quick payments screen.<br />
For ''Budget Calculation'' select Committed Amount Reduction.<br/>
Hit ''Save''.
==Payment Allocation Mapping for Allocations==
The ''Payment Allocation Mapping'' tab will appear at in the header of the Level 2 type settings for Budget Allocation. Map the provider uta to the budget manager to define which uta is tracking the allocated funds.<br/>
[[Image:Allocation setting.jpg|500px|link=]]
For ''Provider UTA:'' set this to Budget Manager uta.<br />
For ''Default Status:'' set to Draft Allocation.<br />
For ''Default Type:'' select Allocation L3. <br />
For ''Payment Amount Field:'' set to Allocation Amount field.<br />
For ''Subject'' enter content, including [[Variables]], to appear in the payment header in the quick payments screen.<br />
For ''Instruction Text'' enter content to appear in quick payments screen.<br />
For ''Budget Calculation'' select Constant Committed Amount.<br/>
Hit ''Save''.
==Mapping to the between Fiscal Year Budget L1 and Funding Category L2for Disbursements==Specify the fields in budget manager that the system updates when allocation disbursement record is created. Key piece of information about this feature is that the L2 funding category shows funding released for disbursements of that fund, and the L1 budget shows the total funds released for all of the funding categories.
[[Image:Fybudget_mapping.JPG|500px|link=]]
For ''Paid:'' set this to Budget Manager Paid field.<br />
For ''Available'' set this to Budget Manager Balance Remaining field.<br />
Hit ''Save''.
==Mapping between Fiscal Year Budget L1 and Funding Category L2 for Allocations==
Specify the fields in budget manager that the system updates when allocation record is created. Key piece of information about this feature is that the L2 funding category shows funding earmarked for allocation from that fund, and the L1 budget shows the total funds earmarked for all of the funding categories.
[[Image:Budget fields.jpg|500px|link=]]
For ''Amount:'' set this to Budget Manager Total Adjusted Amount field.<br />
For ''Tentative:'' set this to Budget Manager Total Pending Allocation field.<br />
For ''Committed:'' set this to Budget Manager Total Obligated Allocation field. <br />
For ''Available'' set this to Budget Manager Total Un Obligated Allocation field.<br />
Hit ''Save''.<br/>
[[Image:Funding fields.jpg|500px|link=]]
For ''Amount:'' set this to Budget Manager Adjusted Amount field.<br />
For ''Tentative:'' set this to Budget Manager Pending Allocation Amount field.<br />
For ''Committed:'' set this to Budget Manager Obligated Allocation Amount field. <br />
For ''Available'' set this to Budget Manager Unobligated Allocation Amount field.<br />
Hit ''Save''.
Hit ''Save''.
==Mapping Allocation Status==
It's important to note the key here is when status of the Allocation record changes it controls when fields are updated in budget manager.
[[Image:Allocation status.jpg|500px|link=]]
For ''Tentative:'' set this to the default Allocation status when the record is created.<br />
For ''Committed:'' set this to the Allocation status for Allocation Completed.<br />
Hit ''Save''.
==See Also==