In this topic, you will learn how to modify budget period dates for a formula record in G5.
Steps:
Click the Formula Record menu item to begin the process of modifying budget period dates.
Step 1Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 2Enter the search information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.003J".
Step 3Click the Search button to search for formula PR/Award Numbers which meet the criteria.
Step 4Click the Vertical scrollbar to scroll down and review the search results.
Step 5Click the Select button to mark Schedule No. 3 and PR/Award No. Z003J090005.
Step 6Click the Modify button to move to the Details tab.
Step 7Click the Vertical scrollbar to scroll down.
Step 8Click the Modify Budget Periods button to modify the budget periods.
Step 9Click in the Start Date field to highlight the Start Date.
Step 10Press [Delete] to delete the existing Start Date.
Step 11Enter the new date into the Start Date field.
For this example, enter a valid value e.g. "07/01/2009".
Step 12Click the Calculate button to re-calculate the Performance Period Information.
Step 13Click the Vertical scrollbar to scroll down.
Step 14Click the Continue > button to return to the Details tab.
Step 15Click the Vertical scrollbar to scroll down.
Step 16Click the Continue > button to move to the Summary tab.
Step 17Click the Vertical scrollbar to scroll down and review the Summary information.
Step 18Click the Submit button to submit the changes to the system.
Step 19The system displays a message indicating that the updates were saved successfully.
Click the Vertical scrollbar to scroll down.
Step 20
Note: If you want to modify budget period dates for additional records, click the Done button and return to the search screen to repeat the process.
Step 21Click the Go To Home button to return to the My Home Page screen.
Step 22Congratulations!
You have successfully modified a budget period date for a formula record.