Approve a G/P Budget

The G/P Budget documents can be approved by users who have been designated Approvers. If no Approvers have been designated, but Release users have, the documents can be released by them.

1. On the Status screen, and click Select next to the G/P Budget document. (If you do not have appropriate permissions to approve a document, a message will be displayed stating so.)

• On the Status screen, all group names will be available to search for, even if a group does not apply to that particular type of document. So, for example, you may search for a G/P Budget document by a group name and not find one, because that group name applies only to Appropriation documents.

Figure 1 - Status

2. If necessary, check a check box next to a fiscal code Title to display the title in the distribution grid.

Figure 2 - Fiscal Code Titles

3. If necessary, click View History to display the names of people who have distribution/approval history with the document.

Figure 3- View History

4. If the document needs to be corrected, click Undo Approval, select the status to return the document to (e.g., Awaiting Distribution), and then click Save.

5. When satisfied, click Approve.

Release a G/P Budget Document

The G/P Budget documents can be released by users who have been designated with Release authority. (The screens are similar to the Approval steps – see above.)

1. On the Status screen, and click Select next to the G/P Budget document. (If you do not have appropriate permissions to release a document, a message will be displayed stating so.)

• On the Status screen, all group names will be available to search for, even if a group does not apply to that particular type of document. So, for example, you may search for an Allocation by a group name and not find any documents, because that group name applies only to Appropriation documents.

2. If necessary, check a check box next to a fiscal code Title to display the title in the distribution grid.

3. If necessary, click View History to display the names of people who have distribution/approval history with the document.

4. If the document needs to be corrected, click Undo Approval, select the status to return the document to (e.g., Awaiting Distribution), and then click Save.

5. When satisfied, click Release. The document will be assigned a batch number and will be uploaded to STARS at the end of business day.

6. If the transaction code requires DFM or SCO approval, it will be assigned a batch number when the document is released to DFM or SCO. If the document is returned to your agency by DFM or SCO, the batch number will be deleted.