Step-by-Step
Adding a Budget Line Number
- On the LD tab, if the Default Labor Distribution (LD) will be used the PAF Preparer should type the appropriate budget line number in the Budget Line field. Once the number is entered, the system will validate by looking at the current active workbook in the Budget System.
- If the line does not exist, the field can be left blank, but the PAF Preparer should contact the Budget Office by clicking on the Request link within that row.
- The Request a Budget Line pop-up window will appear. Then click on the Request a Budget Line button. This process will send the Budget Office the necessary information.
- If using an Alternate LD account, the PAF Preparer should type the appropriate budget line number in the Budget Line field. Once the PAF Preparer adds the line, the system will validate by looking at the current active workbook in the Budget System.
- If the line does not exist, the field can be left blank, but the PAF Preparer should contact the Budget Office by clicking on the Request link within that row.
- The Request a Budget Line pop-up window will appear. Then click on the Request a Budget Line button. This process will send the Budget Office the necessary information.
NOTICE: If the preparer has not typed in a complete LD account in the Alternate LD row, the system will not send the request.
Special Notes
- The Budget Line field is not a mandatory field when completing the LD tab. If you click the Request link, it generates an email requesting a line number. You can submit the PAF without a line number.
- The budget line numbers are not used on SMR or SPC PAFs.
- For support on the Budget Line, contact the Budget Office at 273-2383 or brenda.neff@uni.edu.