Use fields and options on this tab to assign names to budget groups, associate detail budgets with them, and review or edit amounts in related accounts.
Contents
| Field | Description |
|---|
| Budget Group Name
|
Enter the name for the budget group. Each budget group must have a unique name.
|
| Budget Year
|
When you create a new budget group, the current year displays in this field. You can change the year. This entry in this field is used to select budgets by year for general ledger reporting. You can associate with this group any general ledger budgets that have the same year.
|
| Available for Reporting
|
Select this option to make the group available for reporting. When this option is selected, the respective budget group is available when you select the
Use Budget Group option on the General tab of the Profit Planning Monitor and Income Statement reports in
.
|
| Notes
|
Enter notes about the budget group. For example, enter details on what is required for budget creation, or describe changes that have occurred to the budget group throughout the year. This information does not print on any general ledger reports.
|
Budgets in Group Grid
Use this grid to add general ledger budget records to the budget group.
| Field | Description |
|---|
| Budgets in Group Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Field | Description |
|---|
 Associate
|
Click this option to open the Budget lookup and select one or more budgets to associate with the general ledger group. The accounts that are associated with the selected budgets automatically display on the Account Details grid.
If you use multiple currencies, the Budget lookup displays all budgets that share the functional currency of the budget group's company. If you also use multiple companies, the lookup displays all budgets that are in the same currency as the functional currency of the active company that is associated with the budget group.
|
 Remove
|
Select a budget on the grid and click this option to remove the budget's association from the general ledger group.
|
| Budget Name
|
This field displays the name of the detail general ledger budget.
|
| Budget Year
|
This field displays the budget year. The year in this field is used to select budgets by year for general ledger reporting.
|
| Organization
|
This field displays the organization associated with the budget. This is useful for reporting purposes.
|
Account Details Grid
When you add a budget to the budget group, the Account Details grid automatically populates with all accounts and amounts that are associated with the selected budgets. You can see each budget group's annual and by-period account information in summary by group, or with details by budget. If you edit the amounts for each period, totals roll up automatically for the group.
If you edit the amounts within the budget group, the associated general ledger budget updates automatically.
| Field | Description |
|---|
| Account Details Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Field | Description |
|---|
 Expand All
|
Click this option to display each individual general ledger budget that is associated with all accounts on the grid. When you select this option, every summary row in the grid expands to display the detailed information by general ledger budget. Click Collapse All to close the detail list and only display the summary information.
|
| Collapse All
|
Click this option to display only the total or summary row for the entire group of details budgets that are associated with the account. Click
Expand All to open the detail list and display each detail budget that is associated with the accounts.
|
 Distribute Annual
|
This option is only available when you select
Expand All and then select one or multiple rows. Click this option to divide the total budget amount (in the
Annual field) by the number of periods and enter the result in each of the period fields.
|
 Reset Annual
|
This option is only available when you select
Expand All and then select one or multiple rows. Click this option to add the total of all amounts in each period field for the selected account and enter the result in the
Annual field.
|
| Account
|
This field displays the number of the account that is associated with the budget entered in the Budgets in Group grid. If you select the
Expand All option, each associated account's detailed budget information displays under the account's summary row.
|
| Account Name
|
This field displays the name of the account. If you select the
Expand All option, each associated account's detailed budget information displays under the account's summary row.
|
| Detail Budget
|
This field populates with the name of the budget that is associated with the account. Use this as a reference when there are multiple budgets on the Budgets in Group grid.
|
| Annual
|
This field populates with the total annual amount of the budget for an account.
- Total Line: You cannot modify this field directly for the total line but it automatically updates when you manually enter annual budget amounts for an associated budget.
- Detail Line Associated with Budget: You can modify this field directly and then spread the adjusted amount over the periods or update the period amount individually and then choose to reset this annual amount.
Select the
Expand All option to view each associated account's detailed budget information, displayed under the account's summary row.
|
| 1-12
|
These fields populate with the budget amounts for each respective period. You can manually update these amounts for the accounts that are associated with each budget and the totals automatically roll up into the total annual amount fields.
|
| Reference
|
Enter a reference amount, if needed. For example, you could enter an original budget amount to use as a reference point when making updates to a budget.
|
| Notes
|
This field displays notes about the account that is associated with the budget selected in the Budgets in Group grid. Review and edit any notes that are associated with the account and detail budget of the selected row.
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