Budgets Period End Update

Use the Budgets Period End Update routine to clear customer budget information in preparation for the new budget season.  During the Period End Update each customer's Budget Amount, Credit Balance, Charge Balance, and Budget Balance Due fields are cleared and their Acceptance Status is set to Finalize.  In addition, each customer's Age balances add to their Non-Budget Balance Due.  You can run the Period End Update when the budget period is over.

For additional information, click More.

Directions:

To see directions for...

• Opening the Budgets Period End Update, click More.

   

  • Click the following sequence:
    Processes from the Menu Bar; Budgets; and Period End Update.

  • Or, use the keyboard shortcut:  [ALT] [p] [b] [u].

   

  Budgets Period End Update Window Example:

  

   

• Choosing the selections at the prompt window, click More.

   

  Budgets Period End Update Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Budget Cycle	Enter the Budget Cycle Code for processing the Budgets Period End. (up to 5 characters)
  Company Number	Enter a valid Company Number to process. (2.0 numeric) Tip:  To process all companies, leave blank.
  Budget Date	Displays the system date as the Budget Date. Note:  You can not edit the Budget Date.
  	To run the routine and generate the report, click Proceed, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the Period End Update Routine without running the update: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .
  	To close the Period End Update after it is complete, click Done. Keyboard shortcut:  [ALT + d] Note:  The Processing window lists customers that are processed and Done displays when it is completed.