Specify Budget Periods Maintenance

Use Specify Budget Periods Maintenance to select the Periods to use when distributing Budget Amounts evenly during Budget Maintenance.  This program only applies to the Budget Recalculation Method for Distribute Evenly.  This method changes the Budget Amounts in the New Budget column for the account so that the Total Amount is distributed evenly among all of the Periods specified by this program.

Tips:

• For more information about budgeting, see Understanding Budgets.

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

Directions:

To see directions for...

• Opening Specify Budget Periods Maintenance, click More.

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Budgets.

  3.  Click Budget Maintenance.

  4.  Click Additional.

  5.  Click Budget Periods.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [b] [m], and then [ALT] [a] [b].
   
  Note:  You may also be able to access the General Ledger menu while in another INVISION module.  To activate the General Ledger menu in another module, the G/L Application Control must be set up for the module during installation.

   

  Specify Budget Periods Window Example:

  

   

• Specifying the Budget Periods, click More.

   

  Specify Budget Periods Window Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Period List	To specify which Periods to include when distributing amounts evenly: To include a Period in the distribution, select the box next to the Period Description. To exclude a Period from the distribution, de-select the box next to the Period Description.
  	To update the new or changed information, click OK or press [ENTER]. Keyboard shortcut:  [ALT + k]
  	CAUTION To avoid losing data, you must save new or changed records by clicking OK.
  	To exit without updating the changes, click Cancel. Keyboard shortcut:  [ALT + c]