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Payment Allocation Mapping

910 bytes removed, 15:00, 13 October 2017
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==Mapping between Fiscal Year Budget L1 and Funding Category L2 for Allocations==
The Payment Allocation Mapping section also allows the specification of 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.
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=]]
The L2 funding category fields and the L1 budget fields are grouped by For ''Amount:'' set this to Budget Manager Total Adjusted Amount field types (e.g. Amount, Available, <br />For ''Tentative, Committed, Paid):'' set this to Budget Manager Total Pending Allocation field. <br /> Some of these section (i.e. Tentative, For ''Committed, Paid) include a Status Lookup option, allowing the client :'' set this to specify the status of Payments that should contribute to these totalsBudget Manager Total Obligated Allocation field. <br /> There is also an "Additional Field Mappings" section at the bottom of the page For ''Available'' set this to allow adding any number of additional fields in the same format, including appropriate Payment statusesBudget Manager Total Un Obligated Allocation field. This allows clients to have more granular totals meet their own individual needs<br />Hit ''Save''. <br/>
[[Image:Funding fields.jpg|500px|link=]]
[[Image:Budget fields2017.png|500px|link=]]For ''Amount Field Mappings:'' set Budget Field to Budget Manager Total Adjusted Amount field and Fund Field this to Budget Manager Adjusted Amount field.<br />For ''Available Field Mappings Tentative:''set Budget Manager Total Unobligated Allocation field and Fund Field this to Budget Manager Unobligated Pending Allocation Amount field.<br />For ''Tentative Field Mappings Committed:'' set Budget Field this to Budget Manager Total Pending Allocation field and Fund Field to Budget Manager Pending Obligated Allocation Amount field. <br />For ''Committed Field Mappings Available'' set Budget Field this to Budget Manager Total Obligated Allocation field and Fund Field to Budget Manager Obligated Unobligated Allocation Amount field.<br />For Hit ''Available Field Mappings Save''set Budget Field to Budget Manager Total Adjusted Amount field and Fund Field to Budget Manager Adjusted Amount field.<br />
For Additional Field Mappings click on the '''Add More Fields''' option to display the Budget Field, Fund Field and Payment Activity Status options.
Hit ''Save''.<br/>
==Mapping Disbursement Status==
Smartstaff, administrator
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