Creating budget scenarios
- Select Budgeting > Budget Scenarios.
- Click Create.
-
Specify this information:
- Description
- Specify a description for the scenario.
- Basis
- Select a reporting basis for the scenario. The reporting basis must be set before the scenario can be used for budgeting.
-
On the Main tab, specify this
information:
- Validate Structure Relations
- Select this check box to validate budget import lines and change request lines
against the structure relation rules. Structure relation rules are
enforced in these situations:
- When budget imports are created or edited
- When the Upload Budget or Incremental Upload Budget actions are executed
- When change request lines are created or edited
Structure relation rules are not enforced when change requests are released.
- d/EPM Budget
- Select this check box when the scenario is updated by Enterprise Performance Management.
- Cycle
- When using Enterprise Performance Management integration, specify a cycle identifier for the associated Enterprise Performance Management budget with the scenario.
- Version
- When using Enterprise Performance Management integration, specify a version identifier for the associated Enterprise Performance Management budget with the scenario.
- Allow Zero Budget
- When this field is selected, the Clear Budget field on budget imports is available to clear the budget amount and units for a specific accounting string and period.
- Validate Unit Control
- Select this check box to validate budget import lines
against Unit Control rules. Unit control rules are enforced in these
situations:
- When budget imports are created or edited
- When the Upload Budget or Incremental Upload Budget actions are run
See the Unit Control description in the Creating finance enterprise group topic.
-
In the Change Request Options section, specify this information:
- Balanced Amount Changes
- If budget changes are used, then select this check box if the amount changes must be balanced.
- Balanced Unit Changes
- If budget changes are used, then select this check box if the unit changes must be balanced.
- Approval Code
- Select the approval code for the change request.
- In the Dimensions section, select the check box of the participating dimensions that are used in the budget.
- Click Save.