Published at: 2026-10-12

Adjust a budget

During budget execution, increase, decrease, or transfer expense budget sheet amounts, and keep an adjustment record.

Overview

The Budget Adjustment Form is a Standard Object used to record Budget Sheet adjustments. Record Type values are:

Budget Supplement: Increase the expense budget sheet amount.
Budget Deduction: Decrease the expense budget sheet amount. Deduction includes budget roll-up. By default, after the Adjustment Amount is deducted, the system rolls it up to the parent Budget Sheet.
Budget Allocation: Transfer amounts only between expense budget sheets that share the same parent (the same parent Budget Sheet).

Before you start

❗

Object permission: You need the Budget Adjustment Form object permission.
Completion Conditions: The related expense budget sheets already exist. For Budget Allocation, the source sheet and target sheet must belong to the same parent Budget Sheet.
Entry 1: Budget Management app → Budget Management > Budget Adjustment Form.
Entry 2: The adjustment action in the expense budget sheet list.

Operation steps

View the Budget Adjustment Form list

In the web main navigation, open Budget Management.
Go to Budget Management > Budget Adjustment Form.
In the list, review Budget Supplement, Budget Deduction, and Budget Allocation records by Record Type.

Create from the adjustment object

In the Budget Adjustment Form list, click New.
Select the Record Type: Budget Supplement, Budget Deduction, or Budget Allocation.
Select the expense budget sheet to adjust and enter the Adjustment Amount.
For Budget Deduction, confirm whether the amount is returned to the parent Budget Sheet by the roll-up rule.
For Budget Allocation, confirm that the source sheet and target sheet belong to the same parent Budget Sheet.
Save.

Start from an expense budget sheet

Open Budget Management > Expense Budget Sheets.
Start an adjustment from the list action of the target Budget Sheet.
Complete the document as Budget Supplement, Budget Deduction, or Budget Allocation, then save.

Start an adjustment from an expense budget sheet

View Details

Open the target document in the Budget Adjustment Form list.
Verify the Record Type, Adjustment Amount, and related budget sheets.

Edit an adjustment document

Open the edit entry from the list or details.
After Approval Rejected, edit the fields that are allowed to change.
Save.

💡

After a budget adjustment occurs, the system generates budget income and expense entries. You cannot edit the adjustment document, so run this action carefully. We recommend configuring an Approval Process.

Expected result

The Budget Adjustment Form list shows a record of the matching Record Type.
Expense budget sheet amounts are updated by Budget Supplement, Budget Deduction, or Budget Allocation.
When you deduct and roll up, the parent Budget Sheet also receives the rolled-up amount.
Budget Allocation does not complete between budget sheets that have different parents.