In this section, you will see how you can create a New Budget in MeRLIN.
Menu Path: Budget Management >> Budget – Create New
1.Under the General Information enter the required details
Description of Fields
- Budget Name: Provide a meaningful name to the Budget Request
- Budget Description: Describe the purpose or any details of the budget
- Year: Choose the year from the list available list
- Organization Unit: Choose the Organization unit from the list. This budget can then be consumed only within this organization unit.
2.Once the details are filled in, click on the Continue button to proceed with the request. (You may also save the request as a draft by clicking on the Save button and come back later to submit the budget request.)
3.Under the Budget Details tab, click on the Download button to download the Budget Template.
4. Now fill in the template with appropriate budget values and save the excel sheet. An example is shown below
5. Click on the Upload button in the Budget Details tab, to upload the excel sheet.
6. Now choose the file from the file location and click on the Close To know more about uploading a file in MeRLIN please refer to the General Operations document.
7.Now click on the Continue button.
8.Notifications: When the budget is consumed and committed 100%, notifications are sent to Budget Owner. These two by default will be available. To add new notifications and customise click on the Add New
9. Set the notification and Save.
10. Under the Approvals tab, select Approver for each role. Also, MeRLIN gives you a provision to add approvers which can be achieved by clicking on the + action button. Once the Approvers are selected for each role, click on Submit- to submit the budget request for approval, post which the request cannot be edited.
Once the budget request is submitted, it goes through a serial approval process i.e., only after the first approver approves the requisition, it goes to the second approver, and so on. After the submission of the requisition, the requestor can go back to the budget requisitions list to find the status, and perform any action on the requisition as described in the Budget section.