Manage Organization/Account Budgets
Use this screen to set up budgets for each organization/account combination, by budget revision, fiscal year, and period. You can use this budget data on the balance sheet and income statement for comparison purposes.
You can set up these budgets after you have set up budget information on the Manage Budget Revisions screen and accounts on the Manage Accounts screen. You must also have set up organizations on the Manage Organization Elements screen and linked your accounts and organizations. Although the budget feature is optional, most companies find it very useful for comparing budgets to actuals on financial statements.
Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.
- Related Topics:
- Display the Manage Organization/Account Budgets Screen
You access the Manage Organization/Account Budgets screen from the Accounting domain. - Contents of the Manage Organization/Account Budgets Screen
Use the fields and options to configure the Manage Organization/Account Budgets screen. - Table Information for the Manage Organization/Account Budgets Screen
Changes to the Manage Organization/Account Budgets screen update the ORG_ACCT_BUD table. - Subtasks of the Manage Organization/Account Budgets Screen
The Manage Organization/Account Budgets screen has multiple subtasks such as Adjust Actuals, Spread, Fill, and so on.
Parent Topic: General Ledger Budgets