Budget Adjustment
Introduction and Contents
The ability to create a KFS Budget Adjustment (BA) document by posting a Streamlyne Research Award Budget document is possible only when the following two procedures are performed:
• Setting up BA creation integration: How to get certain things in place that enable this KFS-Streamlyne Research integration feature.
o KFS Account from Streamlyne Research Award: See prior procedure for ensuring a KFS Account has been created from a Streamlyne Research Award that includes Object Codes mapped to KFS and processed.
o Streamlyne Research Object Code Table with Financial Object Codes: Streamlyne Research Object Code table has new Financial Object field for mapping value inquiry.
o Financial Object Code Mapping Maintenance Document: How to use this maintenance e-doc, which is a part of the setting up of this integration feature.
o KFS Parameter: Details about fields and values that make up this parameter that is required for this integration feature.
• Creating a KFS Budget Adjustment from a Streamlyne Research Award Budget: How to perform the necessary task steps to use this KFS-Streamlyne Research integration feature.
Key Terminology
• KFS Account: A pool of funds for a designated purpose. In relation to research, usually an award budget would reside in a single account specific to that project. A single award can be associated with a single account (thus, the BA document will only contain one account).
• KFS Object Code: A fine-grained identifier used to track income and expenses (budget & actual) on a KFS account.
• Streamlyne Research Budget Category: A broad identifier used to categorize expenses on a Streamlyne Research proposal budget.
• Streamlyne Research Object Code: A fine-grained identifier used to categorize expenses when creating a budget. Object codes have a “many-to-one” relationship to Streamlyne Research Budget Categories.
Setting up BA creation integration
Creating a KFS Budget Adjustment from a Streamlyne Research
Award Budget