Process Overview
• Once you have run Non Plan Budget Upload Template and have estimated the RE for the year, you need to upload the same in the system.
• In the middle of the year, the RE will be estimated along with the BE for the next year and shall be uploaded in the system.
• After uploading the RE and Proposed BE for next year, the Post RE Budget Report shall be run which will in addition to the information given by Pre RE budget report will give some other information as well regarding the RE and the BE for the next year
Navigation
• Responsibility NAARM Budget User
• Click on BUDGET UPLOAD
Entering Budget for the Current Year
• Once you click on Budget Upload, the following screen shall appear.
• Select Excel 2000 Option.
• Then Click on Next
• Once you click on Next, the following screen shall appear.
• Then Click on Next again
• Once you click on Next, the Document Creation Review Screen shall appear.
• Then Click on Create Document
• After you click on create document, the excel file shall open.
• Enter the information as shown in the screenshot below.
• After entering all the information, click on Oracle and then on Upload
• Once you have clicked on Upload, the budget will get uploaded in the system.
Importing the Budget Uploaded
After uploading the budget, you need to import the same in General Ledger. For importing the budget you have uploaded, go back to the Navigator Screen.
Navigation
NAARM Budget User Responsibility->Import Journal
Screenshot
Importing the Budget Uploaded
• Once you click on Run, the following screen will appear.
• Fill the Source as Spreadsheet, Ledger as ICAR.
• In Selection Criteria, select Specific Group Id and enter the specific value as 0 and then click on Import.
Once you click on Import, the Budget will get imported in the system and the system will generate a Request ID with which you can find your request in the system.
Running the request to see whether import is done or not
• After clicking on import, go to the navigator screen.
• Click on View and Request and then click on Find.
• Once you click on find, you will be able to see the list of all the requests. There you can see the Journal Import Program being run as well.
• Green colour signifies that the program is in process. Once it is completed, Click on View Output.
• Once you click on View output, the following screen will open.
• From there copy the batch name for the budget uploaded in order to post the same to General Ledger.
• With this copied batch number, you can find the journal entry.
Posting the Budget Entry
• On Navigator Screen, click on Journal and then Enter.
• Once you Click on Enter, Find Journals screen will open.
• There enter the batch name you have already copied
Posting of Budget to GL
• Once you click on find, the Enter Journal Screen will open.
• Here you can see the Budget Journal Imported. You can review the journal as well.
• Click on Post
