Financial Accounting System

Biennium Close Budget Number Purge Criteria

For the vast majority of budgets, whether budget status = 4 or not is going to decide whether they are purged.

There are other mechanisms that can be used to either force a budget to be carried forward or purged regardless of the budget’s status.

The purge biennium end flag when set to a value of "2", is used to cause a budget to be carried forward regardless of whether it is in status 4 or not.

Accounting flag 24 is used to cause a budget number to be purged even if it is not in status 4.

The following are valid values for the Purge-Bien-End-FG on the Budget Number Index:

blank = off
0 = off, but was once "on"
1 = Not used for Budget Number Index
2 = on, budget will be carried forward into the next biennium without regard to the budget number's budget status value.

Table 1 - Budget Number Biennium Crossover/Purge Truth Table
Budget Status	Account Flag 24	Purge Biennium End Flag	Purge (P) or Carry Forward (C)
Not 4	= 1	Not 2	P
Not 4	= 1	= 2	P
Not 4	Not 1	Not 2	C
Not 4	Not 1	= 2	C
= 4	= 1	Not 2	P
= 4	= 1	= 2	P
= 4	Not 1	Not 2	P
= 4	Not 1	= 2	C

Here is the general definition of the purge biennium end flag (aka BienniumEndPurgeInd):

The Purge Flag indicates the current status of a financial index code value and is also used to indicate the disposition of the entity/record at the end of the current biennium.

The following are valid values for this field on the other indexes ( "3" is used only for expenditure codes on the Account Code Index):

blank = off
0 = off, but was once "on"
1 = on, record will be deleted at end of biennium; coding cannot be used, transactions referencing the code are to be rejected.
2 = on, record will be carried forward into the next biennium, coding cannot be used, transactions referencing the code are to be rejected.
3 = Where Account Code value is 010000-899999 (Object of Expenditure Code), it is not valid for encumbering purposes. Encumbering transactions are to be rejected.