Defining a budget by account

You can define period and year-to-date totals for multiple accounting units for a specific account based on the units and amounts you select. Use this procedure to define budgets by account.

You must define a budget header before you can define a budget by account.

  1. Access Period Budget, Rate (FB20.1).
  2. Select values in the Company, Year, and Budget fields.
  3. Click By Account to open By Account (FB20.3).
    Note: The tasks that you will perform here are similar to those you performed on Period Budget, Rate (FB20.1). Only fields specific to this budget entry form are listed.
  4. Specify budget data using these guidelines:
    Account

    Select the account where you will define a budget. This is where amounts and other budget data are stored.

    Units

    Specify the period budget units for the account.

    Note: If you change this amount, then the change is reflected in the Units fields in Period Budget, Units (FB20.7) and in Budget by Period (FB21.1).
    Amounts

    Specify the period budget amounts.

    Note: If you change this amount, then the change is reflected in the Amount fields on Period Budget, Amounts (FB20.6) and Budget by Period (FB21.1).
  5. You can click Computed BudgetComputed Budget to open Computed by Account (FB31.1).
    Note: Use this subform to attach a compute statement to multiple accounting units in an account.

    See Attaching a compute statement to a budget.

Related reports and inquiries

To Use
List budgets Budget Listing (FB220). Past and future budget amounts print for comparison.
Related topics