BUDGETING NONSALARY IN BDS

Access to any Home Organization and/or related account information is based on your current authorization level in BDS's SECURITY TABLES. If you're having problems updating/viewing selected accounts, inform your supervisor and request their written approval giving you access to your TAMS Organization's information. If you've already submitted written authorization to the Budget Office and you're encountering problems updating/viewing selected information, please contact the Budget Office at 865-5353 (off campus) or at extension #5353 (on campus) for additional assistance.

If you don't have a listing of the accounts in your TAMS ORGANIZATION, go to Screen 500 - ORGANIZATION ACCOUNT INFORMATION screen. To go to Screen 500 from anywhere in BDS, move your cursor to the SCREEN => field:

- Type 500 at the SCREEN => field and press ENTER/RETURN.

You will see Screen 500 (See Fig. L-1, pg. 12-1). This screen allows you to view a listing of all the accounts assigned to your TAMS Organization within the BDS database.

To get a listing of accounts in your TAMS Organization number:

- Type your five(5) digit TAMS Organization number in the ORGANIZATION NUMBER: field.

- Press ENTER/RETURN.

You will see the ACCOUNT number listing displayed in numerical order, the related ACCOUNT DESCRIPTION and the account's STATUS. STATUS code "A" indicates the account is active/open and "D" indicates the account has been deactivated/closed in BDS.

The name of your organization will appear to the right of your selected organization number. You can scroll DOWN (F8) and scroll UP (F7) to view all of your organization's accounts. When you have reached the end of the list, the message: "NO MORE ACCOUNTS FOR THIS ORGANIZATION" will appear on the bottom of your screen. Likewise, when you have reached the beginning of the list, the message: "FIRST ACCOUNT FOR ORGANIZATION IS DISPLAYED" will appear on your screen. Use your computer's PRINT SCREEN function to make a copy of the account listings.

Now move your cursor to the SCREEN => field:

- Type 401 and press ENTER/RETURN.

You will see Screen 401 - NONSALARY UPDATE/ACCT SUMMARY screen (See Fig. J-1, pg. 10-1). Your cursor is automatically positioned on the ACCT NUM: field. To display an account's salary and nonsalary information:

- Type the six(6) digit ACCOUNT number and press ENTER/RETURN.

Note: The BDS Security Table will allow you to view only those accounts that are part of your authorized TAMS Organization(s). If you are not authorized to view an account, you will see the following message at the bottom of your screen: "YOU ARE NOT AUTHORIZED FOR THIS ACCT. CORRECT AND PRESS ENTER."

Screen 401 shows all of the account's information in natural account numerical order. The updateable information will appear highlighted on the screen. There may be up to nine(9) natural account records for each account on one(1) page. If the natural account distribution is on more than one page, you may view the next page by pressing F8 (DOWN). Pressing F7 (UP) will return you to the previous page of the budgeted information record. For each NATL (NATURAL ACCOUNT) listed, the DESC (DESCRIPTION), CURR (CURRENT) YEAR BUDGET and NEXT YEAR BUDGET information is displayed.

Note: Salary and fringe natural accounts appear in summary on this screen. However, these natural accounts are not updateable on this screen. They are displayed as information only items to provide you with an account's total activity.

The CURR YEAR account information consists of the ORIG (ORIGINAL) and REVISED amounts. The ORIG amount is the approved budget for the current fiscal year. The REVISED amount is the current compiled amount. You cannot directly update the REVISED information in BDS. The TAMS database updates the REVISED information every time TAMS downloads into BDS. Also, the REVISED amount may differ from ORIG amount only if changes were approved and made during the current fiscal year.

The NEXT YEAR account information shows future budgeted amounts. The PROPOSED amount is the budget for the new fiscal year. $ DIFF (DOLLAR DIFFERENCE) and % DIFF (PERCENT DIFFERENCE) are automatically calculated. The $ DIFF is equal to the PROPOSED minus the ORIG and the % DIFF is equal to the $ DIFF divided by the ORIG budget amount.

There are two(2) different methods used to budget NEXT YEAR nonsalary information on this screen. You may use one or a combination of methods depending on the type and amount of information you have available. An account's future nonsalary budget may be entered:

            1. As a Percent Increase/Decrease and/or

            2. Manually.

For a detailed explanation of the above nonsalary budgeting methods, refer to the Screen 401 (NON-SALARY UPDATE/ACCT SUMMARY) information found on pages 10-2 through 10-5, in the SCREEN FAMILIARIZATION section of this manual.

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