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Select Accounts to Revise

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Budget to Revise - Year

Select the fiscal year of the budget to revise. The fiscal year can be selected only when there are no unposted budget revision entries. To process budget revisions for another fiscal year, you must update the existing entries or click Clear to delete the entries and start again.

 

Budget to Revise - Budget

Select the budget to revise. This field displays budgets defined in the General Ledger Options window. The budget to revise can be selected only when there are no unposted budget revision entries. To process budget revisions for another budget, you must update the existing entries or click Clear to delete the existing entries and start again.

 

Revise Based On - Year

Select the fiscal year for the budget that will be the basis of the revision change.

 

Revise Based On - Budget

Select the budget or activity to use as the basis for the revision. The figures from the budget selected are used to calculate the budget revisions. You can base your budget revisions on any budget defined in the General Ledger Options window or on actual posting activity from any fiscal year. The figures from the budget or activity selected in this field can be copied or adjusted by an amount or a percentage based on the revision method selected. For more information, see Revise a Single Budget.

Although the budget selected in this field is usually a different budget than the budget selected in the Budget to Revise field, you can use the same budget for both categories to automatically increase the existing budget amounts by a fixed percentage or amount.

 

Revision Method

Select the revision method to apply to the figures of the budget selected in the Revised Based On field to calculate the budget revisions.

• Select Copy Amount to copy the budget amounts from the budget selected in the Revised Based On field to the selected periods for the budget selected in the Budget to Revise field without any adjustments.

• Select Percent Change to increase or decrease current amounts in selected periods of the budget selected in the Revised Based On field by a percent entered and apply these new amounts to selected periods for the budget selected in the Budget to Revise field. This method is most appropriate for changing a large range of accounts.

• Select Amount Change to add or subtract an amount entered from the current amounts in selected periods for the budget selected in the Revised Based On field and apply these new amounts to selected periods for the budget selected in the Budget to Revise field. This method is most appropriate when you are changing a small range of related accounts.

• Select New Budget to replace budget amounts for selected periods of the budget selected in the Budget to Revise field with the value entered.

 

Starting Period

Select the starting period for which revision changes will be automatically calculated using the budget amounts for the budget selected in the Revised Based On field and the selected revision method.

 

Ending Period

Select the ending period for revision changes to be automatically calculated using the budget amounts for the budget selected in the Revised Based On field and the selected revision method.

 

Revision Percent/Amount

If New Budget is selected in the Revision Method field, enter the new budget amount for the selected periods.

If either Percent Change or Amount Change is selected in the Revision Method field, enter the percentage or amount by which to change the budget while revising. To increase amounts, enter a positive number. To decrease amounts, enter a negative number by preceding the number with a minus (-) sign. This field is available only if an option other than Copy Amount is selected in the Revision Method field.

 Entry Sample

Enter....	If....
10.00%	Percent Change is selected in the Revision Method field and you want to increase the budget amount by 10 percent.
-10.00%	Percent Change is selected in the Revision Method field and you want to decrease the budget amount by 10 percent.
100.00	Amount Change is selected in the Revision Method field and you want to increase the budget amount by $100.
-100.00	Amount Change is selected in the Revision Method field and you want to decrease the budget by $100.

 

 

Rounding Factor

Select the method for rounding off the revised budget amount when the calculation applied to the budget amounts for the budget selected in the Revise Based On field is complete. The rounding factor determines what value the new budget amounts are rounded to.

NOTE:The Cents option is not available if Dollars is selected in the Precision field.

 Example - How Amounts are Rounded

If the revised budget amount calculated is $12,350.89, it is rounded as follows based on the rounding factor selected:

• Cents: 12,350.90

• Dollars: 12,351.00

• Hundreds: 12,400.00

• Thousands: 12,000.00

 

Precision

Select the precision to use to display budgets.

NOTE:Changing the precision changes the rounding factor of all revision entries currently in Budget Revision Entry.

 Example - How Precision Affects Budget Amounts

Budget amounts such as $5,550.50 display as follows based on the precision selected:

• Cents: 5,550.50

• Dollars: 5,551

 

Period Column Width

Select the default width to use for period columns in Budget Revision Entry. When loading new revision entries in Budget Revision Entry, the default column width is 15. If you manually adjusted the width of individual columns, the default setting leaves your custom column widths unchanged.

 

Enable Account Selections

Select this check box to enable the Operand and Value fields for selecting accounts to automatically revise. Clear this check box to disable the Operand and Value fields from selecting accounts if you do not want to initially create revision entries automatically for selected accounts but instead want to manually add revision entries in the Budget Revision Entry window.

 

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.   Entering a range of account numbers produces different selection results than entering a range of main accounts and segments. When you specify a range of account numbers, all account numbers in that range are selected. When you specify a range of main accounts, all accounts beginning with the specified main account numbers are selected. Main account selections override account number selections.   Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

 

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

Multiple values can be entered using a comma (,) to enlarge the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values.

Note When alternate separators are used, the value list must end with the alternate separator character.

 

The alternate separators include the following:

 

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

 

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

 

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

You can enter single or multiple values as follows:

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").