Preparing a Paper Budget Transfer (Non RSP Funds)

Transcription

1 Preparing a Paper Budget Transfer (Non RSP Funds) On occasion you may need to prepare a paper budget transfer because of the limitations set in your Banner Security. There is at least one person for each division that has unlimited access to the departments within the division, however they are not allowed to transfer to or from another division. In this case a paper budget transfer is required. Below are the steps necessary in preparing the paper document for departments that do not go to Research and Sponsored Programs (RSP). Log into Banner and go to FGAJVCQ. Enter the information in the header section, enter the long text, and enter the sequence(s) for which you have access, save and close so it will stay in the Incomplete Status. Make note of the document number assigned to that budget transfer in Banner Go to MyUWF and use the search function or select Budget Transfer Form By selecting Budget Transfer Form from MyUWF you will get the following form: Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 1

2 Complete the form remembering to include the document number that was assigned in Banner. If you need more than the 2 lines displayed enter the number of additional lines needed then select the Add button, this will open a new form with the information you already provided and have the additional lines displayed. Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 2

3 Once you have completed the form select Send to Route It and the following form will pop up. Remember this is for those funds that do not go through Research and Sponsored Programs. Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 3

4 Complete the Route It form: Enter the following information: Choose a unique name (optional: Enter the Banner Document Number Who are you submitting this request for? Select either radio button as appropriate Next Recipients Please select a person or series of persons to send this route to: Search for a user (by name or address) Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 4

5 Select the name for the list provided Select Add to list You may add additional recipients as needed. Remember the same approvers for electronic budget transfers must approve paper budget transfers. Notice that your document has been imported. You may also add additional documentation if you need to by selecting Browse to find the document you want to add. Select Next and you will get the following form: Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 5

6 Add any comments that would be helpful for the approver(s). We suggest that you might want to make a note for the next recipient(s) as to who needs to see the document and in what order. Remember the same approvers for electronic budget transfers must approve paper budget transfers. Note: If you put a check mark next to Make my Comments Private (Only I can see them), then your approver(s) will not be able to see the comments. Select one of the following: Delete Request if you determine that you do not need to complete the document, but remember go back to FGAJVCQ and change amounts to zero, Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 6

7 remove long text, then that you will not be using the document number so we can use it for another transaction. Start Routing sends the document to the next recipient for review Save and return to Route List if you are not ready to send for approval but will come back to it later. Recipient of Budget Transfer Route it you will get an stating that there is a document to review. The looks like this: Note: Final recipient for non RSP paper budget transfers is Jackie Pinkard. Upon final approval you will get the following Documents\Training\Preparing_a_Paper_Budget_Transfer_for_Route_IT.doc Page 7