Period Budget, Rate (FB20.1)

Use Period Budget, Rate (FB20.1) to define and maintain period budget amounts based on the rates you select. You can select a global factor to help define the budget amount. You can also define budgets based on amounts on Period Budget, Amounts (FB20.6), units on Period Budget, Units (FB20.7), or by period on Budget by Period (FB21.1).

FB20.1 determines period budget amounts according the following criteria: if you select a unit and rate, the amount is calculated; if you select a unit and amount, the rate is calculated; if you select a rate and amount, the unit is calculated. You can use a global factor instead of a rate.

More Information

Use the Attachment feature to define additional comments or URL to link the budget to a document (for example, Word) or E-mail the file.

Click the New Budget button to open Define Budget (FB20.2). Use this subform to type a budget number, a description of the budget, and select whether the budget is locked.

Click the By Account button to define and maintain budgets for multiple accounting units in a specific account and period. You can assign a compute statement to specific accounting units.

Click the By Acct Unit button to define and maintain budgets for multiple accounts in a specific accounting unit and period. You can assign a compute statement to specific accounts.

Use Period Budget, Amounts (FB20.6) to define each period budget amount. You can attach a compute statement.

Use Period Budget, Units (FB20.7) to define each period budget amount based on the number of units.

Use Budget by Period (FB21.1) to define budgets annually, quarterly, or by period.

Run Budget Listing (FB220) to list budget information.