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Budget Tracking Account Setup

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Use this form to define budget tracking accounts.

  • Budget tracking assigns service authorizations to budget tracking accounts so that the service authorization's liability can be followed.
  • A record may be deleted only if it is not associated to any authorizations.

Prerequisites:

  • The Enable Budget Tracking registry setting must be enabled.

Warning: Once the Account Code is set, it cannot be changed.

Account Levels

  1. Go to: Avatar MSO > System Maintenance > Budget Tracking Account Setup
  2. The Account field displays a list of budget tracking accounts.
    • Select an account from the list, or select Create New to set up a new account.
    • Accounts can also be defined on the Dictionary Update form (Other Tabled Files - data element 15100).
  3. In the Account Name field, enter a descriptive name for the account.
  4. In the Account Code field, enter the numerical account code.
  5. In the Contracting Provider field, enter the contracting provider name or code, and select the provider from the list.
  6. In the Primary Account field, select the primary budget tracking account.
  7. In the Account Reference fields, select the references for the account.
    • Account References are contained in an extended dictionary (Dictionary Update form).
    • Account Reference 1 is defined in Other Tabled Files - data element 15120.
    • Account Reference 2 is defined in Other Tabled Files - data element 15121.
  8. In the Comments field, enter descriptive comments pertaining to the account. The Comment History field displays past comments.
  9. In the Account Level field:
    • Select an account level from the list, or select Create New to set up a new level.
    • Choose Delete to delete the selected account level.
  10. In the Status field, indicate whether the account is Active or Inactive. Inactive account levels will not be used in budget tracking.
  11. In the Account Level Description field, enter a brief description for the account level.
  12. In the Begin Date field, enter the date the account level was or will be first used. Dates must be entered DDMMYY.
    Note: Once set, this date cannot be changed.
  13. In the End Date field, enter the last date the account level will be in use. Overlapping records are not permitted.
  14. In the Amount field, enter the amount for the account level.The Summary field is read only, and displays the history for the various account levels.
  15. Select the Print Account Report button to generate the Budget Tracking Account Setup report, which contains the information entered in this form.
  16. When finished, select Submit.

Budget Tracking Account Setup.png

► Additional Sections
► Registry Settings
► SQL Tables
  • SYSTEM.table_budget_tracking