- Getting Started
- How to get HELP on-line
- Creating a Budget Recommendation Form
- Cover Sheet
- BDL Document
- Section 1, Budget Group Summary
- Options for Section 1
- Sections 2, 3, and 4
- Special Features in Section 2
- Special Features in Section 3
- Special Features in Section 4
- Sections 5 and 6
- Section 7
- Section 8, Reconciliation
- Section 9, *DEFINE Coding
The electronic budget document contains nine sections for creating and updating budget recommendations. Departments will be allowed to create or view budget recommendations for all accounts within their unit.
How to log in to *DEFINE
You will need:
- a workstation that has access to the UT Austin Administrative Mainframe System
- your UT Austin log-on ID and password defined for at least one of the following system/sessions: STUDENTS OR FISCAL
For any log-on related problems or concerns, contact UT Information Services: Administrative Computing Services Help Line 471-8800, or email: email@example.com, or URL: http://www.utexas.edu/business/accounting/.
One way to log-on to the UT Austin Mainframe is through the TOWER screen. Determine the system (STUDENTS or FISCAL). Type the abbreviation of the system (ST or FI) and press ENTER. You will then be transferred to the COMPLETE System Screen. Sign on using your assigned log-on ID and password. ;Press enter to proceed.
Note: When you are logging on for the first time, you must change your password.
You will get notification that you have logged on successfully. At this point type *DEFINE, and press enter. Congratulations! You have accessed the welcome screen of *DEFINE.
Type BMM on the command field to see all the menus available. The screen will display only those commands for which a user is authorized.
You may also type ALM or AHM to see associated commands.
For information about a command, press the PF6 key from any screen and the help documentation will be displayed. Press enter to page through the documentation or go directly to a screen from the list of catch words by entering the screen numbers at the top right.
To view on-line help, put a "?" in any field. A pop-up window with the definition for that term or a table with options will appear on your screen.
For help with concepts and terms, access the Glossary by pressing the PF10 key.
In the request line, type the term you need, press enter and a list of choices will appear with the term that you requested at the top of the list. Input the number of the term to see its definition.
To see a complete list of terms, just press ENTER, leaving the line blank. Press enter to page forward and choose a term from the list.
Press CLEAR to exit the glossary screen. A copy of the glossary may be printed using the HH4 command.
To create a budget recommendation form, type BDL on the command line and type the 8 digit budget group. Be sure that the fiscal year is correct for the budget that you are working on. (For example, in the Spring of 2003, you will need to change the year to 03-04.) Press enter.
Type NEW in the Action field, press enter. A message will indicate "You have created a new document." The budget recommendation form cover sheet will include a unique Document-ID and Status "Created". The date, the name of the creator, and the phone number will appear on the cover sheet. You will be allowed to create or view recommendation forms for all account groups within your unit.
You have successfully created a Budget Recommendation form!
When you have created a new budget recommendation form, the previous year ORIGINAL BUDGET information is reflected in the first column on the cover sheet. The amounts reflected in the second column as "Document-Amt" are the original budget amounts PLUS any permanent changes that have occurred during the year that have been updated in *BDBUD Revised Budget. These amounts are pre-loaded into the budget recommendation form when you create the document.
The "X" on the cover sheet
The "X" by the Section indicates that some detail information exists in that specific Section.
Original Budget Totals and Document Totals on the cover sheet will appear on the first line Section 1, Summary of Budget Goup. The totals displayed on the cover sheet will automatically update as you make changes within the various sections of the document.
From the cover sheet you can navigate through the sections of the document by typing an X in the section field or you may set navigation "profiles" by pressing "PF5" and entering numbers beside the document sections in the order that you want to view them. Default navigation will begin with the cover sheet and take you through each section in order only if data has been entered in that section.
In the Action field put a "?" to view on-line help. A pop-up window with a list of Actions will appear on your screen. These Actions are similar to those available in other *DEFINE documents.
Actions Available in this Electronic Document
|NEW||Create a NEW document.|
|ROU||Display how this document has been ROUTED.|
|NOT||Display document NOTES.|
|FYI||Send document copy to person FOR YOUR INFORMATION.|
|PRT||PRINT the document.|
|VER||VERIFY that the document is correct.|
|APP||APPROVE to sign this document and route forward.|
|FYA||Approve and route to person or desk FOR APPROVAL.|
|DEL||DELETE this document.|
|HLD||Mark the document as HELD by me to take action.|
|SRT||SORT line items and assign new item numbers.|
|RPA||RETURN to prior approver.|
|RET||RETURN to creator.|
|BCA||Budget Council Approval.|
The electronic budget recommendation form differs from other *DEFINE documents in several ways:
Changes are allowed at every level throughout the approval chain. As the document travels, each approver may make recommendations and changes. For this reason, recall (REC) is NOT available.
After you have approved the document, you will have access to view only the cover sheet and Sections 7 and 9. Any approver in the routing chain may "RET" (return) the document to the creator or "RPA" (return) the document to any previous approver.
For budget groups with faculty salaries, the "BCA" action is required before the approval by the creator. Once the Budget Council recommendations have been entered, the creator will need to approve these entries using the "BCA" action. This will create a Budget Council Column when the electronic budget is printed. The "BCA" action will move the recommendations to the "Previous Recommended" column on the left side of the itemization window and will create a history record of the Budget Council recommendations (option "H"). The creator of the document can then make any necessary updates to reflect the departmental Chair's budget recommendations.
"DEL" - The DELETE action will remove the document from your in-box and inactivate the document. However, the changes that have been made to the document will not be erased. You may create the document again (after a delete) by entering the same budget group with the "NEW" action. A different document i.d. number will be assigned and the new document will contain the pre-loaded information PLUS changes.
To verify that your document entries are correct use action "VER". You will receive WARNING messages about possible problems you may want to resolve, such as multiple rates on an individual's appointments, and sub-accounts out of reconciliation. You may approve the document, even with warnings.
Certain messages will appear without the word "WARNING". These indicate problems that must be resolved before you can "APP" (approve) the document.
When you approve the document, you will receive a prompt asking you if you want to "PRT" (print) the document. Be sure to print before you approve the document if you need to keep a hard copy. The document can be printed at any local printer or on the administrative mainframe. The print does NOT require overnight processing.
On the cover sheet there is a document action used to type or display document NOTES. Type a "?" in the action field or type NOT. NOT allows you to type or read notes about the document concerning its routing or to provide informal instructions or special comments. These notes are considered an official part of the document. The date and log-on ID of the person who enters the notes are automatically saved with the remarks. Once notes are entered, they cannot be erased. These notes do not print.
Budget Group Summary
Section 1 shows information by sub-account. On salary sub-accounts and non-salary accounts with itemizations, totals will update automatically as the detail screens are changed. Budget group totals appear at the bottom of each screen and also update automatically. In addition, there are two fields to the right of the Recommended column. The first shows the Accounting Office object-of-expenditure code associated with the appropriation type of the sub-account. The last shows the percent change of total by sub-account from Original Budget to Recommended amount.
How to add New Sub-Accounts
Press PF2 to add a new sub-account. Type the appropriation code and the sub-account number. Press enter. For salary items, total recommended amounts will carry forward from the line item detail screens.
For non-salary accounts, type the recommended amount on this screen. You may use different appropriation codes with the same sub-account and customize the sub-account title by typing the second or third line of the appropriation description.
There are various options that can be performed at the sub-account level by entering an OPTION in the field to the left of the appropriation code. In Section 1 you can see the OPTION list by typing a "?" on the blank field. Enter the OPTION you wish to perform on this sub-account entry.
These Options are Available in Section 1
|D||DELETE an account.|
|H||HISTORY of this entry.|
|O||OBJECT-CODE expended amounts for prior & current yr.|
|P||PRIOR-Year amount and FTE.|
|S||SUBGROUP for accounts in Resident-Instruction.|
|X||ITEMIZATION for this entry.|
|Z||UN-DO the deletion of an account.|
Option "O" gives you a pop-up window of information about the object of expense code number for that sub-account. Prior year total and current year-to-date expenditure amounts will be shown.
Option "R" allows you to access the reconciliation screen for a specific sub-account. Descriptions and amounts carry forward to the summary reconciliation screen in Section 8.
Option "S" allows each sub-account in Resident Instruction to be grouped by category: Faculty, Instructional Administration or Departmental Operating Expenses.
To access the line item detail screen of a salary account, type an X in the field to the left of the Appropriation Code.
You may itemize NON-SALARY sub-accounts. Put an X to the left of the Appropriation Code in Section 1 to access a worksheet with fields to input detail descriptions of items and amounts of non-salary expenditures. The total of these items will carry forward to Section 5, (All Other Expenditure Sub-accounts), on the cover sheet.
Salary Line Items
The previous year Original Budget Line Item information for salaries will be preloaded when the document is created. Salary recommendations and other budget recommendations for individuals are made via Sections 2, 3, or 4.
Access these line items by section:
- Section 2 - Faculty;
- Section 3 - Administrative & Professional;
- Section 4 - Classified.
The section total appears at the bottom of each screen and updates automatically as changes are entered. This section total carries forward to Section 1 and to the cover sheet.
Faculty line items are displayed in Section 2.
The Administrative and Professional line itemization screen looks the same as Section 2 except this screen displays line items for Administrative and Professional personnel.
The Classified line itemization screen looks the same as Section 2 and 3 except this screen displays line items for Classified Personnel.
Salary View Options
Set the salary-view option from the cover sheet, by pressing "PF5" to display line items in one of four different ways:
- View 1 - Displays line items by Item number order
- View 2 - Displays line items by SSN number order.
- View 3 - Displays line items by Job Code order and SSN order.
- View 4 - Displays Collapsed Entries by Job Class Code.
Press enter to go to the next page of items:
- In view 1, start the list at a particular line by typing the item number in the field at the top right and press enter. The line number that you entered will appear at the top of the list on the screen.
- In view 2, move to a particular line item by entering the SSN and pressing enter.
- In view 3, enter a job class code to move to the first line item of that job class.
- In view 4, enter a job class code to view the collapsed listing for that job class code.
These Options are Available for Sections 2, 3, and 4
|E||View budget EMPLOYMENT (cross references) for the person.|
|G||Get an assigned SSN for Line-Item.|
|**H||View HISTORY of recommendations for a Line Item.|
|J||View COLLAPSED JOB-CODE information (Classified only).|
|B||Change the Line-Item to a BLANK LINE.|
|C||COPY an entry to a new Line-Item entry.|
|D||DELETE the line-item recommendation.|
|F||View/Update the FOOTNOTES of a Line-Item.|
|I||Delete all Line-Items within Sub-Acct.|
|N||View/Update employee information.|
|*L||Change the entry back to the LAST APPROVED Values.|
|X||View/Update the ITEMIZED DETAIL of Line Item.|
|*Z||UN-DO the Deletion of a Line Item.|
|T||Move Item $$ and FTE to the Tenure/Tenure-Track Reserve.|
|V||Move Item $$ (only) to the Non-Tenure-Track Reserve.|
* Only available for budget electronic document (BDL/BDS)
** Only available if component is using electronic document
Assigned SSNs (Option G)
Unfilled line items need an assigned Social Security number in certain instances, such as when a special title or footnote is required or when an unfilled position is less than full time. A pop-up window will alert you that an assigned SSN is necessary and will automatically assign a number to that line. Option "G" adds an assigned SSN to a line item.
To change a filled position to an unfilled line use option "B".
Deleting a Line Item or All Line-Items within Sub-Acct
To delete a Line Item type a "D" in the blank field beside the line item number and press enter.
Use option "I" to delete all line items is a sub-account at once.
To Undo a Deletion
Enter "Z" in the blank field beside the line item number, and press enter.
How to Update a Line-Item
To update information or make salary recommendations, put an X in the field to the left of the line item number. A "Detail Entry for a Line-Item" window will appear.
The previous recommended column displays preloaded information if you are the creator or recommendations made by the prior approver. Make changes and updates to appointment information for a line item entry in the recommended column on the right.
At the bottom left of the screen are protected fields, displaying current and recommended rate information. The fields at the bottom right contain various preloaded information about the individual. Changes may be made as needed.
Creating an Unfilled Line
To create a new Blank Line go to the Line Itemization screen and press the PF2 key. A pop-up window will appear. Enter the job class code.
To link an unfilled position to an individual's line item, enter the individuals SSN in the Associated SSN field.
Rate Increase Calculator
Access the rate increase calculator by spacing out the moreable (+) to the right of the recommended rate. Press enter.A pop-up window will appear. On this pop-up window you can enter either a new rate, percent change, or an amount change.
Enter a new rate for the line item. The percent change and amount change will be calculated for you.
If you enter a percent change, the BRP will be automatically added into the new rate before the increase is calculated. The new rate and amount change will be indicated when you press enter.
Enter an amount and the new rate will be calculated along with the % change.
Press enter again to carry calculations to the line item detail screen.
Go to the Detail Entry for a Line-Item window, space out the (+) moreable to the right of the Amount (Stipend), and press enter. The Stipend calculator pop-up window will be displayed. The Stipend calculator window allows you to set a stipend and the percent time will be automatically calculated. This works like the AH3 command in *DEFINE.
Adjusting the Stipend
If the calculated stipend is different from the stipend needed, you may override the calculated stipend. In the OVERRIDE field on the detail screen, enter the correct stipend. Press enter.
OVERRIDE will allow you to force a stipend within $12 of the calculated stipend.
In the bottom right hand section of the Detail Screen is a field for Nepotism information. Space over the moreable, press enter to get a pop up window. You can make changes and/or updates on this screen.
Tenure, Professor Emeritus and Phased Retirement Status will be preloaded from the previous budget and displayed at the bottom right of the Detail Entry screen. Make changes as necessary in those fields.
To go to the Special Title window from the Detail Entry screen, space out the moreable to the right of the job class code and the Special Title pop-up window will be displayed. The Special Title window has a link to the Development Office.
Space out the (>) 'greater than' sign on the pop-up window, and the current approved Development Office title for the individual will be displayed. To select the listed Development Office title, type an X on the blank line and press enter to automatically enter the correct Special Title for an individual.
Administrative Officers serve "at the pleasure of the President", and are reminded of this status at the beginning of each fiscal year by the footnote appearing on their memo of appointment letter.
The Detail screen for Line Items in Classified is similar to the Faculty and A&P. The moreable sign (+) next to the job code will give you a pop-up window for "Job Class Title and Profile" which will display the min-max rates for this job class code as approved in the pay plan.
If you enter a rate outside the range for a Job Class Code, a pop up window will indicate that this rate is not within the range. Either change the rate to be within the range or press enter to override the min/max.
Accessing Non-Salary Account Information and Revenue Subaccounts
All other Expenditures subaccount totals appear on the cover sheet in Section 5 (all non-salary subaccounts). Put an X in the section field to access non-salary account information, use the PF2 key to add a new Subaccount.
Section 6 includes Non-E&G budget groups Revenue Subaccounts: Income, Transfers, Beginning Balance itemization screens.
The BDL document requires an income subaccount if there is a transfer (T1 or T2) budgeted. For each T1 and T2 there must be a corresponding income (I1) appropriation type with the same subaccount. If you add a T1 (Transfer FROM) or T2 (Transfer TO), the amount you entered will be added into the total after you enter the account number you are transferring funds FROM or TO.
General Budget Group Information
When the document is created for the 8-digit budget group, the budget group title and name of the department head are loaded from the previous year. To change the name of the department head, just enter the SSN of the new department head and the name will appear.
Budget Office may DELETE a department by:
- Change the department sequence number to begin with DEL
- RELease the document
- The department will not print.
In Section 7 you can enter REMARKS in the blank lines. You may enter remarks for only ONE department at a time. For additional remarks go to the next window by spacing out the (+) moreable to the right of the remarks line and pressing enter. These remarks will NOT print in the final budget, but can be viewed by each budget reviewer.
If a BDL is created for a budget group that does not currently exist in the Accounting System, the Budget Sequence number will begin with NEW#####. The unit code field will be blank. The Budget Group Title will appear as "New Department Added for Budget Group by the BDL Cmd."
Unit Codes Space out the moreable to the right of the unit code to access the the expanded unit code information:
- Organization Level
- Unit Administrator
- Phone number
- Unit Name
Budget recommendation forms should be balanced when submitted to the Budget Office. The reconciliation screen provides the mechanism to show the changes made from previous Original budget amounts to Recommended budget amounts. Reconciliation is required at the subaccount or account group level for E&G budget groups. Non E&G reconciliation is optional.
As you are making updates to each section, you may enter reconciliation amounts by sub-account.
If you are transferring funds between subaccounts, you need to remember to enter those changes on all different subaccount reconciliation screens. If you are transferring funds between departments, you need to remember to enter those changes on all different subaccount reconciliation screens.
To view the reconciliation totals for the entire budget group, access the reconciliation screen (Section 8).
There is a new feature in the upper portion of the reconciliation screen called "Subtotal: Departmental Transfers." Space over the moreable to get to this new screen. Transfers entered in this window will be reflected in the reconciliation of both sub-accounts. Therefore, instead of having to enter the transfer entries twice (on both sub-account/budget group adjustment lines), you only have to enter it once. The entry will show in both places. Transfers may cross budget groups, but must remain within your administrative view and must be a state funded budget group.
A word of CAUTION when returning documents. When a document is returned, the receiver has the capability to update ALL amounts transferred via the transfer screen. For example, a Dean¹s Office updates the transfer screen to give Department X $1,000 in Classified salaries. Department X calls the Dean's Office and requests that the BDL be returned so a last minute change can be processed. When the BDL is returned, Department X has the capability to revise the amount transferred by the Dean's Office (i.e., $1,000). Therefore, approvers should exercise great care to ensure that amounts transferred via this screen are correct each time the document is approved.
To view the commitments and allocations made to your budget group, access the "Subtotal: Commitment and Allocation Amount" section on the reconciliation screen. Space over the moreable to get to this screen. Your commitments and allocations will be listed by subaccount, project name, and amount. This is a view-only screen.
Updates may be made to this screen also.
Hint: If you make any changes to the itemization screen, you need to remember to fix the reconciliation screen, too.
Any changes or updates to the reconciliation screen will show the ID by whom these were made.
Press enter after entries are complete. A message will appear at the top indicating the reconciliation is in balance or the amount the reconciliation is out of balance.
E&G accounts MUST be in balance before the document can be approved.
Section 9 is an optional section for entering *DEFINE departmental codes on your budget transactions. By typing an "X" in Section 9 of your cover page, you can access a Department code profiles screen.
Code transactions individually or apply UC1 code profiles to the section.
Content last updated February 5, 2004