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Applicable Dates

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Apply

The apply button updates the applicable dates for the budgets as per the parameters selected. It will not allow an applicable date to be later than the planned end date or earlier than the planned start date. Should the applicable dates selected break the above rule for any budget id's, the planned start or end dates of that particular budget id will be defaulted.

hmtoggle_plus1Applicable Dates

This tab allows the user to update the applicable dates for all budgets by budget type or by budget type  and responsible person. The user must have the Super Administrator profile in order to use this tab.  The applicable dates should be updated to those corresponding to the latest financial year at the start of each financial year because they determine the period range for which all download, uploads and account allocations take place.

hmtoggle_plus1Applicable End Date

This date is the end of the period range for which all download, uploads and account allocations take place.  This field is mandatory.

hmtoggle_plus1Applicable Start Date

This date is the start of the period range for which all download, uploads and account allocations take place.  This field is mandatory.

hmtoggle_plus1Budget Type

This field may be selected and thus restrict the change of applicable dates to a specific budget type only. The valid budget types are capital, own funded, contract, project division, cost centre and contract.  This field is mandatory.

hmtoggle_plus1Responsible Person

This field displays a list of existing responsible persons that exist in the budget system. This field is not mandatory and will populate with all the valid responsible persons for the selected budget type.