Budget Maintenance - Edit Budget Window

Use the Edit Budget Window to change the Budget Amounts for an account using a variety of methods.  This includes maintaining individual account amounts, copying amounts from one of the comparison columns, forcing an amount into every period for an account, distributing a total amount evenly among the Periods for an account, and setting the amount as a percentage of the account amount from another budget.  The tables following the window examples describe the Edit Budget Window and the Recalculate Account Budget Window for Budget Maintenance.

Tips:

• The comparison of data sources is also available in a similar format in the Account Balance Inquiry.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

For more information about...

• Opening Budget Maintenance, click More.

  To display the Edit Budget Window:

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Budgets.

  3.  Click Budget Maintenance.
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [b] [m].

  4.  Fill in the View Selection Window.

  5.  Click OK .

   

  Budget Maintenance - Edit Budget Window Example:

  

• Edit Budget Window Prompts, click More.

   

  Budget Maintenance - Edit Budget Window Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Budget	Displays the Budget Name you are maintaining. Tip:  Also displays the Budget Description for your reference.
  	To change the source data used for the comparison columns at the View Selection Window, click Edit View.
  	To display the previous Account Number in the budget, click the Left Arrows.
  	To display the next Account Number in the budget, click the Right Arrows.
  Account	Enter the Account Number that you want to maintain.  (format varies) Tip:  To Search for an Account within the Budget, click Search . Keyboard shortcut:  [CTRL + f]
  	To display budget information for the entered Account Number, click Retrieve. Keyboard shortcut:  [ALT + t]
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save changed records.
  Period	Displays the Period Number and Period Description in each row.  (up to 25 characters)
  Comparison Column 1	Displays the amounts for the source data specified for the Column 1 Source at the View Selection Window. Tip:  You can compare the budget amounts to various data sources including actuals, history, and other budgets.
  Comparison Column 2	Displays the amounts for the source data specified for the Column 2 Source at the View Selection Window.
  Comparison Column 3	Displays the amounts for the source data specified for the Column 3 Source at the View Selection Window.
  	To recalculate the Budget Amounts for the displayed Account Number, click Calculator, which displays the Recalculate Account Budget Window. Tip:  For more information see the Recalculate Account Budget Window Prompts section later in this topic.
  New Budget	Enter the Budget Amount individually in each Period for the displayed Account Number. Tip:  You can automatically calculate the Budget Amounts for all of the Periods within the displayed account by clicking the Calculator and filling in the Recalculate Account Budget Window.

   

• Recalculate Account Budget Window Prompts, click More.

  Note:  To display this window, click Calculator at the Edit Budget Window.

  Budget Maintenance - Recalculate Account Budget Window Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Recalculate Method	To recalculate the Budget Amounts in all of the Periods for the displayed Account Number, click one of the options in the drop-down list.  (predefined) Options: Copy Column:  Copy the amounts from one of the comparison columns to the New Budget column for the account. Tip:  This option requires you to specify the Copy From Column Number and the Copy Percentage. Force Amount:  Force all of the Budget Amounts in the New Budget column for the account to a specified amount. Tip:  This option requires you to specify the amount to force. Distribute Evenly:  Change the Budget Amounts in the New Budget column for the account so that the Total Amount is distributed evenly among all of the specified Periods. Note:  If you want to prevent the program from including Period 14 (the closing Period) or Period 13 when distributing the Budget Amounts, you must omit those Periods using Specify Budget Periods Maintenance. Percentage of Budget Account:  Copy a percentage of the Budget Amount from all of the Periods within an Account Number in another budget. Tip:  This option requires you to specify the Budget Name, Account Number, and Copy Percentage.
  Copy From Column	To specify the source of the data that you want to copy, enter the number of the column that you want to copy from.  (1, 2, or 3). Tips: This field only displays for the Copy Column Recalculate Method. The description of the column appears next to the Column Number.
  Copy Percentage	Enter the percentage of the amount you want to copy from another column.  (5.2 numeric) Examples: To increase the amount by 10%, enter 110.00. To decrease the amount by 10%, enter 90.00. Tip:  This field only displays for the Copy Column and Percentage of Budget Amount Recalculate Methods.
  Amount	Enter the new Budget Amount that you want to force into every Period for the displayed Account Number.  (10.2 numeric) Tip:  This field only displays for the Force Amount Recalculate Method.
  Budget	Enter the Budget Name that you want to copy from. Tip:  This field only displays for the Percentage of Budget Account Recalculate Method.
  Account	Enter the Account Number that you want to copy from. Tip:  This field only displays for the Percentage of Budget Account Recalculate Method.
  	To perform the calculation and return to the Edit Budget Window, click OK or press [ENTER]. Keyboard shortcut:  [ALT + o]
  	To close the Recalculate Account Budget Window without making any changes, click Cancel. Keyboard shortcut:  [ALT + c]