Action codes
You can use an action code as an alternative to defining budget values in each accounting period. When you use an action code, period budgets are updated automatically so you do not have to enter the amount or unit for each period. You can select an action code in the Action field on any budget entry form.
This table lists each code and the action it performs:
| Code | Action |
|---|---|
| Spread (S) | This distributes the value in period 1 over all periods defined on Company (GL10.1). Differences are added to the budgeted value in the last period. |
| Duplicate (D) | This copies the value in period 1 to each period until another value is found. |
| Actual Last Year (A) | This copies last year's posted values into the budget. |
| Budget Last Year (B) | This copies last year's budgeted values into the budget if the same budget number exists for last year. |
| Year-to-Date (Y) |
This calculates the period budget by using the year-to-date amount or units defined in each period. Note: You can use the
Year-to-Date action code on Period Budget, Amounts (FB20.6) or Period Budget, Units (FB20.7) only.
|
| Compute Amounts (C) |
This uses an attached compute statement to calculate budget amounts. Note: You can use the Compute Amounts action code on Period Budget, Amounts (FB20.6) or Period Budget, Rate (FB20.1) only.
|
| Compute Units (U) |
This uses an attached compute statement to calculate budget units. Note: You can use the Compute Units action code on Period Budget, Units (FB20.7) or Period Budget, Rate (FB20.1) only.
|
| Actual Current Year (R) | This copies current year period values into the budget to help forecast current year budget values. |