Budget Authorization

WINDOW OVERVIEW:

The Budget Authorization window is used to view budgets that have been processed for a selected budget month and if correct authorized the benefits.

To view a summary of the current and past budgets, highlight the budget row (the one with the asterisk *) and select the Benefit Summary button.

To authorize a new budget, highlight the budget row (the one with the asterisk *) and select the Authorize button.

See Also:

Budgeting - Overview

Budget Process Order

FIELD DESCRIPTIONS:

Title Bar:

The Title bar will display the 'Budget Authorization' title and the Benefit Month and Year being processed.

New Budgets List Box:

This box displays the budgets that have been created but not authorized for the budget month.

Program Case Row

Pgm Case: This column displays the type of program case.

Program Case Name: This column displays last and first name of the Program Case Name person.

Program Case Number: This column displays the number assigned to the Program Case.

Budget Row

An asterisk (*) indicates the budget has not been authorized.

A " (r)" indicates the budget is a failed read only budget and cannot be authorized.

A "(v)" indicates the budget has unverified income included and that Income Verification is mandatory before the budget can be authorized. Cancel off the window, verify the income included in the budget and then run the budget again.

Asst/Cat: This column displays the assistance code for the budget.

Type: This column displays the type of budget created (
The first budget created for a benefit month.
If a new budget is created and no issuance exists for the existing regular budget, then the new budget is still regular.regular or
AABD, ADC, FSP, FW, IL: A budget created for a benefit month in which a issued regular budget exists.
MED, CFS, JC: A budget created, after the cutoff date, for a benefit month in which an authorized regular budget from a prior month exists.recalculate).

Eligible: This column indicates whether the program case passed or failed in the budget process.

Amount: This column displays the payment amount for the budget.

UP/OP: Following budget authorization, this column indicates whether the budget is an underpayment (UP) or an overpayment (OP).

Ovrd: Following budget authorization, this column indicates whether the budget has been overridden by the worker (Y). If not the column is blank.

ACTION BUTTON:

	The Budget Override button is enabled when a budget line is highlighted in the Budget Row.  Select the button to open the Overrides window for the program that is highlighted.
	The Review button enables when a program case that has a case review due is highlighted in the Program Case row. If the Review has been completed, select the button to open the Update Case Review Date window where the next review date can be entered.
	Select the Authorize button to approve the highlighted budget. The asterisk will be removed from the budget row after the budget is authorized. When a new budget is authorized it may cause a previously authorized budget to be removed from the Previously Authorized Budgets List box. This will happen when the new budget is replacing the old budget or is end dating the old budget.

Previously Authorized Budgets List Box:

This box displays all budgets previously authorized for the budget month.

Program Case Row

Pgm Case: This column displays the type of program case.

Program Case Name: This column displays last and first name of the Program Case Name person.

Program Case Number: This column displays the number assigned to the Program Case.

Budget Row

A (r)" indicates the budget was a failed read only budget.  It can be viewed but not authorized.

Asst/Cat: This column displays the assistance code for the budget.

Begin Date:This column displays the date the budget was effective.

End Date:  This column displays the date the budget ended.

Type: This column displays the type (regular or recalculated) of budget created.

Eligible: This column indicates whether the program case passed or failed in the budget process.

Amount: This column displays the payment amount for the budget.

Issd: This column indicates if the benefits have been issued (Y) or not (N) for the benefit month.

UP/OP: This column indicates whether the budget was an underpayment (UP) or an overpayment (OP).

Ovrd: This column indicates whether the budget was overridden by the worker (Y). If not the column is blank.

ACTION BUTTONS:

	The Benefit Summary button is enabled when a budget row is highlighted in either the New Budget or Previously Authorized Budgets list boxes. Select it to open the Budget Summary window for the highlighted row.
	The OK button is enabled when there are authorized budgets in the New Budget list box. Select it to save the budget authorization. If the OK button is selected before all related/dependent budgets have been authorized, the Dependent Budgets popup window will display advising that all budgets must be authorized and listing the dependent budgets.
	The Cancel button is always enabled. Select it to close the window without authorizing budgets. Any budgets that were authorized will not be saved.
	The Help button is always enabled. It is used to display window specific help.

(07-2012)

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