Budgets Update Routine
Use the Budgets Update Routine to update each customer's Budget Amount with their Proposed Budget Amount value. Only customers with a Budget Acceptance Status set to Pending as well as, a ss and Company Number that matches the Update Routine specifications are processed.
Notes:
During this routine:
Each budget customer's Proposed Budget Amount updates the customer's Budget Amount, the customer's Proposed Budget Amount value clears, and the Budget Acceptance Status is set to Active.
The Budget Cycle's Proposed Start Date and Proposed End Date updates the Budget Start Date and Budget End Date.
To review the formulas for calculating budgets, see the Budget Calculations Formulas.
To open click Processes from
the menu; then click Budgets; and Update
Routine.
Or, use the keyboard
shortcut: [ALT] [p] [b] [u].
Budgets Update Routine Window Example:
Budgets Update Prompts
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Enter the Budget Cycle Code for calculating budgets. (up to 5 characters) Note: The selected Budget Cycle Code can not be in a current budget cycle. |
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Enter a Company Number to process. (2.0 numeric) Tip: To process all companies, leave blank. |
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Budget Date |
Displays the system date as the Budget Date. Note: You can not edit the Budget Date. |
Update Budget Cycle Dates After Customer Updates Complete? |
To update the Budget Cycle Start Date with the Budget Cycle Proposed Start Date and the Budget Cycle End Date with the Budget Cycle Proposed End Date, select this box. To skip updating the Budget Cycle's Start Date and End Date, leave this box unchecked. |
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To run the routine and generate the report, click Proceed, or press [ENTER]. Keyboard shortcut: [ALT + p] Or to escape from the Period End Update
Routine without running the update,click Cancel
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Processing Messages |
To close the Update Routine after it is complete, click Done. Keyboard shortcut: [ALT + d] Tip: The Processing window lists customers that are processed with their calculated Budget Amounts. |
or click 