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.

For additional informationMore.

Directions:

To see directions for...

• Opening the Budgets Update Routine, click More.

   

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

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

   

  Budgets Update Routine Window Example:

  

   

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

  Budgets Update Routine 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 calculating budgets. (up to 5 characters) Note:  The selected Budget Cycle Code can not be in a current budget cycle.
  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. Note:  The Budget Date can not be edited.
  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, de-select this box.
  	To run the routine and generate the report, click Proceed, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the Update Routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .
  	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.