| Field | Description |
|---|
| Budget Name
|
Enter a name for the budget.
|
| Budget Year
|
When you create a new budget, Vision automatically enters the current year in the
Budget Year field. Enter a new year in this field to change the year to which the budget applies. The value in the
Budget Year field is used to select budgets by year from General Ledger reporting.
This field does not make it possible to reuse a budget name. For example, you cannot have a budget named CORPORATE with a budget year of 2015 and another budget named CORPORATE with a budget year of 2016.
|
| Group
|
Select the consolidation group to associate with this budget. Users can only access budgets for consolidation groups to which they have the appropriate security access rights.
|
| Automatically distribute annual budgets
|
Click
Automatically distribute annual budgets to distribute the annual amount entered in the
Annual field evenly across all periods of the budget. Vision calculates the distribution after you enter a value in the
Annual field and then move the focus from that field.
You must select this option before you enter the annual amount.
|
| Period Range
|
Enter a numeric range of periods to include in the current budget. For example, if your periods coincide with calendar months, enter
1 in the first field and
12 in the second field to set up a budget for a year.
|
| Company
|
Select one of the companies included in the consolidation group.
|
| Currency
|
If you use Multicurrency, this field shows the currency associated with the consolidation group.
|
| Distribute Annual
|
Click this option to divide the total budget amount in the
Annual field of the selected row by the number of periods and enter the result in each of the period fields.
If you want Vision to distribute the annual amount across all periods for each account in your budget, you must select
Automatically distribute annual budgets before you enter an amount in the
Annual field.
|
| Reset Annual
|
If you enter period budget amounts or change distributed amounts for an account, click this option to set the amount in the
Annual field to the sum of the period amounts.
|
| Refresh Names
|
Click this option to restore the selected account name to the original name from the Chart of Accounts Info Center.
|
 Insert
|
Click this option to add an account to your budget.
|
 Delete
|
To delete an account from the budget, click the row for the account and then click this option.
|
| Account
|
Enter the number of the account that you want to add to the budget or click
 to open the Account lookup and select the account.
You can only select the following accounts:
- Accounts set up with the
Available to all Companies option in the Chart of Accounts Info Center
- Accounts set up for the companies in the consolidation group
If you a company in the
Company field, you can only select from accounts set up for that company.
|
| Account Name
|
This field displays the name of the account from the Chart of Accounts Info Center, but you can change that name for the budget.
|
| Annual
|
Enter the total amount of the budget for the year.
|
| Period columns
|
Enter a budget amount for the account for each period in the budget.
|
| Reference
|
Enter another annual amount that you want to save with the budget. The reference budget amount does not affect the distribution of the annual amount. It is for reference purposes only.
For example, if you want to compare different annual amounts, permanently change the annual amount, or adjust the annual amount but preserve a record of the original amount, you can enter the original amount as a reference budget in the
Reference field.
|
