General Ledger - Budget Revisions
FunctionUse this task to assign codes to identify various budgets. Define up to 26 budget codes, using one letter of the alphabet for each, and create Amounts and/or Units budgets for each.
=> To access this task... Select Budget Revisions from the Budgeting menu.
Budget Revisions
Use this task to create the parameters that define the calculation of your budget revisions. Prior, current, next year actuals, or any other budget, may serve as a starting point for the budget revision. Also, this task generates a budget for a selected range of accounts, and optionally, increases or decreases the amounts by a flat amount or a percentage.
In the Revision Code field...
From the Amounts or Units dropdown...
In the Description field...
In the Column Title field...
From the Revision Source dropdown...
NOTE: The source may be account summary balances, budgets, or any other budget revision.
In the Beginning/Ending GL Account field...
In the Wildcard Mask field... Understanding Wildcard Masks
Certain tasks allow for the input of an account wildcard to enable you to select accounts that have common numbering as part of their identification. The wildcard can use the ‘?’ and ‘-’ characters; the '?' represents a single character, and the dash '-' is a literal. For example, assume an account mask set to 000-000, as is the case with standard demo data. If you want to select all accounts that end with '1', use the wildcard mask ???-??1. The question marks stand in place of the account digits; the dash is located as expected in the mask.
From the Amount/Percentage dropdown...
In the Value field...
Overwrite checkbox...
From the Rounding Factor dropdown... This field determines how the calculated budget value will be rounded.
In the Date Created field... Display only. Shows the date this budget revision was created.
In the Last Revision field... Display only. Shows the last date this budget was revised.
When done making selections...
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