Budget Category

The Budget Category maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables. This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.

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Caution About Modifying Existing Values: Existing values can be edited as long as the description is synonymous with the original term. New values can be added, but be cautious. This list is based on federal government defined categories, and impacts S2S submission.

Document Layout
Edit Budget Category Section

The Edit Budget Category section of the Budget Category maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Field

Description

Budget Category Code

Required. The unique value used for identification of this budget category in the system as an abbreviated version of its full name in the Description.

Category Type

A classification of budget category that is an abbreviated version of the complete name. Use the Lookup or Direct Inquiry icons as desired to search for and select the type, as necessary. Type the suspected value in the box and click the direct inquiry icon or click the lookupsearchicon icon to search for and return the value to populate the box automatically.

Description

Required. Enter a textual name for this budget category that uniquely represents a summarized explanation of its meaning and/or purpose (for example, a title, several words separated by spaces, or a short phrase). Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

Examples
Common Features

This maintenance document includes the following features that are common to most Streamlyne Research maintenance documents:

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png For more information, see “Header Area” on page Error! Bookmark not defined. in E-Doc Fundamentals.

Document Overview Section

link.png For more information, see “Document Overview” on page 94 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png For more information, see “Notes and Attachments” on page 95 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png For more information, see “Ad Hoc Recipients” on page 97 in Common E-Doc Tabbed Sections.

Route Log Section

link.png For more information, see “Route Log” on page 98 in Common E-Doc Tabbed Sections.

Action Buttons

link.png For more information, see “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

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For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page Error! Bookmark not defined. in the Overview section.