Requesting a Budget Override

There are various circumstances where a transaction in the UGA Financial Management System would require a budget override by Commitment Control in order for the transaction to post, such as the following scenarios:

• Chartstring in error is the one reversing the prior debit or credit
• Transaction(s) are crediting an expense for a prior year charge
• The budget AND actuals are being transferred to another chartstring
• Special situation already discussed with Accounting or Commitment Management
• Budget error will be resolved when a pending OneUSG Connect Change Funding or Express Direct Retro is processed

If the budget exception does not meet one of these scenarios, then it will need to be addressed by other means (i.e. ensure accurate funding and/or chartstrings are accurate based on the funding source).

The following actions should be taken before submitting this form:

1. Fill out the transaction that will require an override.
2. While filling out the transaction, use the system budget check process as outlined in the transaction's training material at training.onesource.uga.edu.
3. After the transaction has received the budget exception, save and take note of the transaction type and ID.
4. Complete the override request form by selecting the scenario that applues to the budget exception you are receiving.

More information and guidance for each of the above scenarios can be found on the Budget Override Request Form: https://uga.teamdynamix.com/TDClient/Requests/ServiceDet?ID=35166