Defining budget edit groups

If you use summary budget editing, then you will use budget edit groups to define the accounts and, optionally, the accounting units that you will include in the budget edit groups. Use this procedure to perform budget edits.

Note: If you selected the Summary budget edit option on Company (GL10.1), then the summary option is used only if budget edit groups exist. If not, then the system will edit the budget as if the Detail option is selected.
  1. Access Budget Edit Group (FB11.1).
  2. Use these guidelines to specify the field values:
    Company

    Select the company number for the budget edit group definition.

    Budget Edit Group

    Assign a budget edit group name that you will use for commitment editing.

    Note: Lists or groups used to define the budget edit group may contain accounts and accounting units from multiple companies. Only those accounts and accounting units from the company for which you are defining a budget edit group will be included.
    Organization Selection

    Select a single accounting unit, an accounting unit list, or a group of level ranges to establish the posting accounts that you will use in the budget edit group.

    Account Selection

    Select a summary account, an account group, or an account list to establish the detail accounts that you will use in the budget edit group.

    Note: You must select at least one of these account options.
    Subaccount Group

    (Optional) You can select a subaccount group if you are using an account group for major accounts and you plan to include subaccounts in the budget edit group.

    Note: If no subaccounts are selected, then only the major detail accounts is added.
  3. Select the Add special action to save the budget edit parameters that you just selected.
    Note: When you build, all accounting unit/account combinations is listed even if the posting accounts are not valid.
  4. Select Build to add (build) detail records for the budget edit group defined for the company.
  5. To inquire on an existing budget edit group, click Preview to display Budget Edit Group List (FB11.2).

Related reports and inquiries

To Use
Build or rebuild the FBFUNDAMT for UNIX and Windows or DBGLFBB for IBM i data file and related detail Budget Edit Group Build (FB111)
Create a listing of one budget edit group or all groups Budget Edit Group Listing (FB211)
Related topics