You can use this window to create an Expenditure Category Identifier record using the Insert command. This window lists the Appropriate Object, Expenditure Category Name, District, the Effective Date Start, the Effective Date End, Administrative Unit, Is Active, and a Comments field (optional) that can be used to provide additional information. You can also use the right-click Delete menu option to remove an Expenditure Category Identifier record.

Note: An Appropriation Object Code record must exist to create an Expenditure Category Identifier record. When creating a new record, you must first select an Appropriation Object record (from the pre-populated drop-down list) and then populate all other fields.
Note: If the “Is Active” check-box is checked against any record in the Expenditure Category Identifier window, that (Expenditure Category ID) record will no longer be available to select in the Expenditure Category ID dropdown of the BOAB window when creating a new record.

Create a New Expenditure Category Identifier Record

  1. Open the Expenditure Category Identifiers window.
  2. Right-click in the window and select Insert. A new row is inserted.
  3. Select the Appropriation Object drop-down, and select the correct appropriation object.
  4. In the Expenditure Object name field, enter a new name.
  5. Select the District drop-down, and select the district.
  6. Select the Effective Date Start calendar icon, and select the date.
  7. Select the Effective Date End calendar icon, and select the date.
  8. Select the Administrative Unit drop-down, and select the admin unit.
  9. Add your comments into the Comments field (if applicable).
  10. Select Save Data to save the record when finished.