Activating budget templates

When activate is initiated, the budget template status changes to Processing. While in Processing state, any transaction that uses a finance structure enabled for budget editing is changed to Budget Edit is in progress status.

See Transaction handling during template processing for more details.

After the processing completes, the template transitions to Ready. A template in Ready status is active for budget editing.

The activation process generates budget groups. The budget groups that are represented by a template are constructed by the cross product of all applicable template dimensions.
See Budget groups.
A budget group is created based on template dimension setup and the level of edit for each dimension. See Budget edits processing.
To activate a template with selective budget groups, see Activating templates with selective budget groups.

Select Budgeting > Budget Scenarios.
Open a scenario and click the Edit Templates tab.
Open a template.
Select Actions > Activate.
Specify this information:

Data Is Sparse

Select this check box if you expect a large number of budget groups to be created for the template. Obligations data should not exist yet for the majority of the budget groups.

Account Jobs Per Entity

Specify the number of parallel account jobs that are initiated for each entity in the basis. The processing of accounts are split among the number of parallel jobs. If the template does not contain an entity, then this value is used.
For example, when five jobs are created for 100 accounts, five jobs are initiated in parallel, processing 20 accounts for each job. If two entities exist, then 10 jobs are initiated in parallel, processing 20 accounts for each job.

Sparse Jobs

Specify the number of parallel jobs for sparse processing. The Data Is Sparse check box must be selected.
Click OK.
To monitor the status of the activation, click the Edit Templates tab.

If the activation is successful, the status is Ready. If the activation fails, the template remains in Processing status.
To check for the generated budget groups after processing is complete and the template status is Active, access the Groups tab.
1. Select Budgeting > Budget Templates or open the budget scenario and select the Edit Templates tab.
Open the template and click the Groups tab.

The budget groups represent the edited accounting string. If the Edit Blank Posting Elements check box is selected, budget groups are generated that include blank elements for non-required dimensions.
Open a budget group to view the details.

For each budget group, obligation totals in the template currency are displayed for each edited calendar period. Obligation totals for each budget group are maintained across subsequent transactions.

If a warning message is displayed, then remove the undistributed retained earnings account from the chart after the template is activated.