GL budget ID now required when posting to GL budgets

If you enable posting to general ledger (GL) budgets for estimates, contracts, or both, you must now specify the GL budget ID fields in the Posting Preferences.

Details

To specify the GL Budget ID, do the following:

1. Go to Accounting Link and select Posting Preferences.

2. In the General Preferences tab, do the following as needed:

   • For project estimates, select Post to GL budgets in the Project Estimate - Integrate With GL section and select the GL Budget ID from the dropdown.

   • For project contracts, select Post to GL budgets in the Project Contract - Integrate With GL section and select the appropriate option for the following fields:

     • Original GL budget ID

     • Revision GL budget ID

     • Approved Changes GL budget ID

     • Pending Changes GL budget ID

     • Forecast GL budget ID

     • Other GL budget ID