You can transfer an active HR budget to Oracle General Ledger so that funds can be reserved in the General Ledger for the HR budget.

As a prerequisite, you must define the GL budget before you define the corresponding HR budget.

Contact your finance department to have a user with a General Ledger responsibility set up the GL budget.

   To set up an HR Budget for transfer to Oracle General Ledger:

1. Define the budget in Oracle General Ledger.

   • Open the Define Budget window.

   • Enter a budget name.

   • Select a Status of Open to indicate the budget is available for update and entry.

   • Enter the budget period.

   • Choose the Open Next Year button.

   • Save your work and close the Define Budget window.

2. Define the budget in Oracle HRMS.

   • Open the Budget Characteristics window.

   • Enter a budget name.

   • Select the GL budget name you set up earlier in the GL Budget field.

   • Complete the budget definition.

   • Map Cost Allocation flexfields to GL account codes

   • Save your work and close the Budget Characteristics window.

   See: Defining Budget Characteristics

3. Complete the budget worksheet.

4. Route the budget for approval, if required.

5. Apply the completed budget to the application.

   Note: If you enable budgetary control for the GL Ledger associated with this budget, the application automatically posts the budget to the GL if there are no errors. If you do not enable budgetary control, a budgeting user must manually post the data.

6. Review any budget posting errors in the Process Log Navigator window.