Original appropriation transactions are required for all appropriation types: regular, continuous, lump sum and deficiency. Enter a new appropriation document as described above.

The following processes and information should be used when entering original appropriation batches at fiscal year-end:

• Use Transaction Code 010 – Original Appropriation. Any non-cognizable appropriation transactions cannot be loaded until July 1 or after.
• The Description field should include the appropriation bill number or numbers.
• Regular appropriations must include the Budget Unit, Fund, Fund Detail, and Object identified in the appropriation bill. Lump sum appropriations must agree in total with the Budget Unit and Fund/Fund Detail identified in the appropriation bill, but should also be recorded at the Object level.
• Those agencies with deficiency warrant or continuous appropriation must record $0.00 amount transactions at the Budget Unit, Fund/Fund Detail, and Object level before any expenditure transactions can be recorded using those appropriations. These transactions do not have to be entered during the June time period but must be entered before related expenditure (including personnel) transactions can be recorded.
• After entering, reviewing, and releasing the appropriation, notify your DFM analyst. (For agencies 100, 101, 102, 104 and 110, an appropriation transaction batch that is approved/released by the agency will not be released by DFM. The transaction batch will route to SCO Release.)
• Your DFM analyst will review the batch and compare the transactions to the related appropriation bill or bills. After the DFM analyst is satisfied with the correctness of the batch, the analyst will release the batch and notify SCO for the final review and release. SCO personnel will also review the batch for accuracy.
• If the batch is correct and reconciles to the appropriation bill or bills, SCO personnel will perform the final release. If the batch is not correct, SCO personnel will return the batch to DFM and the agency for correction or explanation.
• Please have your batches entered and your DFM analyst notified by close of business on Friday of the first week of June.
• SCO still does data entry and/or release for a few agencies. Those agencies should have the completed transaction and batch information to SCO as soon after June 1 as possible.
• After SCO enters the batch, the agency is still responsible for notifying the appropriate DFM analyst for the rest the process. If your agency uses financial plans or allocations, batches containing those transactions can also be entered and released starting June 1. If you have any questions about entering appropriations, please contact the State Controller’s Office servicedesk@sco.idaho.gov or your DFM analyst.