Departmental Budget Requests-
DBR

..Transfer Budget from one account (Source)
to another (Destination)
..Routing and Approval
..Automatic Postings 
..Email notifications
..Entity Security



Screen M52 –DBR Menu



Screen 520 –Create/Modify a DBR

..Createand justifythe request 
..One source account can transfer budget to multiple destination accounts
..Add notesand assign individuals to receive final FYI approval emails (FYIs) 
..Closeand routethe document




Screen 521 –List Request

..Inquiry screen
..Show requests by account (GL, SL, or SL-SA) or dept/sub-dept
..Allows a sourceor destinationaccount point of view




Maintenance Tables

The following slides illustrate initial setup and 
generally low maintenance tables.

1.Budget Pools Restrictions (527)
2.Account to Account permissions (528)
3.Approval paths (529)
4.DBR Processing Office (926)



Screen 527 –Budget Pool Table

..Optional table to control specific Budget Pool usage 
..Restrict / Allow the pool as source or destination of funds 
..Restrict / Allow by Account Range




Screen 528 –Account Access Table

..Required at initial setup
..Defines what budget/funds transfers are allowed between specificaccount 
and ranges 




Screen 529

Processing Office Routing Path Table

..Optional Processing Office Routing Table
..Processing path automatically assigned 
..Links a source account and or justification code to a processingpath




Screen 926 -Processing Office Paths

..Required at initial setup
..Sets up default approval path and any DBR paths created on screen 529




Canopy –Routing and Approval

..Approve and forward the document electronically




Departmental Budget Requests -DBR

..Data entry by the Department users
..Electronic Routing and Approvals
..Upon Final Approval, automatically post the 
budget 02x (and cash 06x) transactions



Departmental Budget Requests -DBR

Getting Help:

..User’s Guide available on 
http://tamus.edu/offices/famis


..Contact famishelp@tamu.edufor assistance 
with implementation