Budget Revision Entry - Fields Home | FAQs & Troubleshooting

 

Budget Revision Entry

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Budget Being Revised

This field displays the fiscal year and the budget being revised that was selected in the Select Accounts to Revise window. This field can only be viewed.

 

Account No.

Enter the general ledger account number for entering budget revisions. Click the Lookup button to list all account numbers. Press CTRL+F3, or right-click and select Account Entry to use the Account Entry window to select an account. For more information, see Account Entry. You can only enter or select a general ledger account number for new budget revision entries; you cannot change the account number of existing budget revision entries.

• If Yes is selected in the Auto Create when all Segments are Valid field in the General Ledger Options window, when a valid combination of a main account and subaccounts is entered but the account does not exist, the new general ledger account is added automatically without any notification.

• If No is selected in the Auto Create when all Segments are Valid field in the General Ledger Options window, the system will not automatically create accounts when a valid combination of a main account and subaccounts is entered. If No is selected, all accounts must be created in either Account Maintenance or in Copy Accounts accessed from Main Account Maintenance or Sub Account Maintenance.

• If Prompt is selected in the Auto Create when all Segments are Valid field in the General Ledger Options window, when a valid combination of a main account and subaccounts is entered but the account does not exist, the Account Entry window appears and you can add the account. For more information, see Account Entry.

• If the Add Main Accounts in General Ledger and Add Sub Accounts in General Ledger check boxes are selected in the General Ledger Options window, you can create new main and subaccounts on the fly in the Account Entry window. For more information, see Account Entry.

 

Description

This field displays the description of the selected account number and can only be viewed. Account descriptions are maintained in Account Maintenance.

 

Period Budget Amount

Enter the revised budget amount for each period. Enter a debit amount as a positive number, and enter a credit amount as a negative number.

 Entry Sample

Enter....	If....
-220,000.00	you are entering a credit amount.
220,000.00	you are entering a debit amount.

 

Revise Based Upon

This field displays the fiscal year and the budget selected in the Revised Based On field, in the Select Accounts to Revise window. This field can only be viewed.

 

Period

This field displays the starting and ending periods selected in the Select Accounts to Revise window and can only be viewed.

 

Revision Method

This field displays the revision method selected in the Select Accounts to Revise window and can only be viewed.

 

Revision Percent/Amount

This field displays the revision percent/amount entered in the Select Accounts to Revise window and can only be viewed. This field is available only if an option other than Copy Amount displays in the Revision Method field.

 

Rounding Factor

This field displays the rounding factor selected in the Select Accounts to Revise window and can only be viewed.