Automation Examples

Explore the scenarios below to better understand how budget automation impacts applications and budgets.

Note: These scenarios take into account budget assignments, budget reservation, and auto-declination. Each of these features can be used to automate this process.

Scenario	Automation Settings	Outcome
An application is submitted. No budget assignment rules have been created for the program.	Budget assignment rules: None Budget reservation: Disabled Auto-decline: Disabled	The payments will default to the program cycle’s default budget.
An application is submitted. Budget assignment rules have been created. No other automation features are enabled.	Budget assignment rules: Yes Budget reservation: Disabled Auto-decline: Disabled	When an application is submitted and meets the appropriate criteria, the payments will be assigned to the budget specified in the budget assignment. Any applications that do not meet the criteria will default to the program cycle's default budget. Because budget reservation is disabled, the amount remaining in the budget will not be evaluated.
An application is submitted. Budget assignments have been created, and budget reservation is enabled.	Budget assignment rules: Yes Budget reservation: Enabled Auto-decline: Disabled	When an application is submitted, the payments will be assigned to the budget specified in the rule met. If no rules are met, they will default to the program cycle's default budget. Funds will be reserved from the budget based on their availability. If the specified budget has available funds, then the amount requested will be reserved. If the specified budget does not have available funds, then the funds will not be reserved. Tip: If the workflow level action to View Budget Summary is turned on for the user, they can see if funds were able to be reserved.
An application is submitted. Budget assignments have been created, budget reservation enabled, and auto-declination enabled.	Budget assignment rules: Yes Budget reservation: Enabled Auto-decline: Enabled	When an application is submitted, payments will be assigned based on the availability of funds. If the specified budget has available funds, then this budget will be assigned and the Amount Requested will be reserved. If the specified budget does not have available funds, then no budget will be assigned. The application will be automatically declined. The Applicant will be notified based on how you have configured the auto-declination feature (i.e., Declination Comment). Note: Any offline grants will not be auto-declined.