Budget Business Rules V1

[vdokane]

Budget Rules for Legacy Tracker

[vdokane]

These are the current business rules for budget records in Tracker - Legacy

For creating a new budget

• The parent contract must be created first.

• Budgetary Item Amount is required."

• Budgetary Item Amount Type is required.

• Budgetary Amount Fiscal Year Effective Date is required.

• Org Code is required.

• EO is required.

• Category is required.

• Effective Start Date is required.

• Effective End Date is required.

• FLAIR account code is required.

• Invalid Budgetary Amount Fiscal Year Effective Date.

• Budgetary Item Amount is invalid.

• If the budget record was either exported or imported from the Contract application, then only admin and GS can delete it.

• //The Budgetary Item Amount cannot be greater than the original contract amount plus/minus the sum of all of the change amounts: VDO 2021/08/22

• Budgetary Item Amount cannot be greater that the Current Contract Amount: " + totalContractAmount.ToString("C2")

• The total budget amount cannot be greater that the Current Contract Amount:

• Org code must be numeric.

• Category must be numeric.

• Either the Org, EO, or category is invalid. Could not find the FLAIR Account Code.

• Budgetary Rate must be numeric.

• Invalid Effective Begin Date

• Invalid Effective End Date.

• Effective End Date must be the same day or after the Effective Start Date

• Effective End Date cannot be past " + lastDayOfFiscalYear

• This budget line item is no longer in the current, or a future, fiscal year. Please create a new line item to change budget amount. If a budget line item for a prior fiscal year is required, please contact General Services for assistance.

• //Since no application from F&A currently talks to Tracker, we have no way if funds have been paid yet, so the best we can do is warn the users. NOTE: If any funds have been disbursed from this account, it should not be updated. For any modifications, please create a new budget line item."

• "The Current Contract Amount is less than the total of the budget amounts so you need to reduce the amount for budget line."

• "The Current Contract Amount equals to the total of the budget amounts so you can only add zero dollar budget line."

For updating an existing budget

Authorization

If the current user is not assigned to any unit that is the contract's unit (origin) then lock it all down so they can't alter it\ RESUBMITTED TO GENERAL SERVICES|AWAITING APPROVAL BY GENERAL SERVICES You may not update this contract until it has been approved or rejected by General Services. After the record has been approved by GS, users can only mark it for deletion, Admin/GS can delete