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  13. Maintain a budget

Maintain a budget

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  1. Select the Work with budgets menu item.
  2. You access Budget number selection. Select the budget you want to maintain.
  3. You access Budget maintenance. To maintain budget information, the following fields can be completed:
    4. Balance type alias
    Mandatory entry. Only the balance types that correspond to your budget definition keys are valid.
    Year
    Mandatory entry. Enter the budget year.

    Budget keys

    The budget keys that are active for this budget are displayed on the panel. If you have activated a budget template, some of these fields may contain default values. These defaults can be changed. You must enter a key value for at least one budget key, e.g.:

    Main
    Enter your selected main account code.

    You have several options from which to choose to select budget information. You can:

    • Click Fold to display the length and type of the budget keys.
    • Click Profiles to select a budget profile, see Maintain a budget profile.
    • Click Select budget to select an existing budget. If you do not enter a balance type, then all balance types are displayed.
    • Click Process existing budgets to process all existing budgets for the selected budget number, balance type and year.
    • Click Process valid combinations to process all budget combinations. Note: Through this function you can create new budgets, and maintain existing budgets without manually entering each combination. If a profile has been selected and key selections have been made, then clicking Process valid combinations will only process the selected combination. See Maintain a budget profile, step 6 for additional information.
    • Click Key text to display the entered key value descriptions.

    For this step, click Process existing budgets or Process valid combinations.

  4. You access Budget maintenance. The following fields can be updated:
    5. Amount to allocate
    Budget curve
    Mult factor
    New budget total
    Note: If you do not want to use a budget curve or a multiplication factor you can enter your budget per period.

    Depending on what you clicked to access this panel (i.e., Process existing budgets or Process valid combinations), each time you click OK it will move to the next budget or budget combination.

    You also have the option to:

    • Click Copy budget/balance to copy an existing budget.
    • Click Inactivate copy function to inactivate the copy function.

    Exit the routine.

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