Routing
The BA document is approved as final by the initiator if the following conditions are met:
• The document only adjusts a single account
• The document only adjusts current budget amount
• The Initiator is the fiscal officer for the account
• The account is not identified as a Contracts and Grants account
• The total decrease amount is not greater than the current budget balance for the object code being decreased
• If previous conditions are not met, the document continues with standard financial document routing, based on the account numbers used on the document as follows:
o The fiscal officer for each account must approve.
o Optionally, organization review routing occurs for the organization that owns each account.
o Optionally, sub-fund routing occurs based on the sub-fund of each account.
o Optionally, award routing occurs based on the CG Responsibility ID assigned to Contracts and Grants accounts.
The document status becomes FINAL when the required approvals are obtained and the transaction is posted to the G/L during the next G/L batch process.
Example