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Creating and maintaining general ledger accounts - Budgets tab

Menu path

Go to Finance ➔ General ledger ➔ Chart of G/L’s, select the relevant general ledger (G/L) account, and then click Open. Next, click the Budgets tab at the Maintain accounts screen.

Introduction 

This document provides the information on how to obtain an overview of the actual and budgeted amounts for the general ledger account based on the defined criteria, as well as to add new budget entries to the general ledger account. For more information, see Creating and maintaining general ledger accounts. 

Fields

Year

Select the year to display the actual and budgeted amounts allocated in the defined year.

Cost center

Type or select the cost center to display the actual and budgeted amounts allocated to the defined cost center.

Cost unit

Type or select the cost unit to display the actual and budgeted amounts allocated to the defined cost unit.

Group by

Select Budget scenario, Warehouse, Cost center, Cost unit, or Resource to group the budget lines accordingly.

Budget

Select this check box to display the budgeted amount.

Actual

Select this check box to display the actual amount.

Budgets section

In this section, the budgeted and actual amounts are displayed based on the defined criteria.

New

Click this to create a budget entry for the defined general account at the Entry - Budgets screen. For more information, see Creating budget entries for general ledger accounts.

 Edit

Click this to add or edit the relevant budgeted amounts by periods at the Edit - Budgets screen.

Note: This is enabled only if you have selected a budget entry displayed under the Budgets section.

 Copy

Click this to display the Copy Budget screen, and then define the year and period that you want to copy the budgeted amount(s) from. For more information, see Copying budgets.

Copy: Actual

Click this to display the Copy Actual screen, and then define the budget scenario, year, and periods that you want the actual amount(s) to be copied to. For example, if you select periods “1” to “4”, then the amounts displayed at the Actual row will be copied to the Budget row for periods “1” to “4” only. Click Copy to start the copying process. The message “Copy: completed successfully.” will be displayed. Click OK to exit, and then click Close to return to the Maintain accounts screen.

Authorize

Click this to authorize all budgeted amounts. The message “All Budget: Authorize” will be displayed. Click Yes to authorize all budgeted amounts or No to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.985.729
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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