Calculating a computed budget

After you define a compute statement and the total names that you will use, you are ready to calculate the computed budget. You can calculate budgets on the same forms you use to define budgets, or you can run a batch program to recalculate existing budgets. Use this procedure to calculate budgets by using a compute statement.

Before you calculate a budget, you must define any compute statements and total names you will use to calculate the budget.

This procedure covers only aspects of budget setup that are unique to computed budgets. See Defining a basic budget.

  1. Access the appropriate form to define a budget by using a compute statement.
    To Use
    Define period computed budgets by rate Period Budget, Rate (FB20.1)
    Define period computed budgets by amount Period Budget, Amounts (FB20.6)
    Define period computed budgets by units Period Budget, Units (FB20.7)
    Define period computed budgets by account By Account (FB20.3)
    Define period computed budgets by accounting unit By Accounting Unit (FB20.4)
    Define computed budgets by period Budget by Period (FB21.1)
  2. Click New Budget and use the subform that will display to define a budget header.
  3. Select the budget that you will define by selecting the appropriate company number, year, budget number, and account category combination.
  4. If you are using By Account (FB20.3) or By Accounting Unit (FB20.4), then click Computed Budget to open the subform that you will use to attach a compute statement.
  5. Define the budget by using the compute statement. Use these guidelines to specify the field values:
    Action

    To compute budget amounts, select Compute Amounts (C) as the action to perform. To compute budget units, select Compute Units (U).

    Compute

    Select the compute statement that you will use to calculate the budget. See Defining a compute statement.

  6. Select the Add or Change special action to calculate the budget.

Option: calculating a budget with a batch program

As an option, you can use a batch program to recalculate existing budgets by using compute statements.

  • Run Budget Calculation - Computes (FB100).

    Use these guidelines to specify the field values:

    Company

    Select the company number for the budget that you will recalculate.

    Company Group

    Select the company group you will calculate the budgets for. A Company Group is an optional parameter that enables you to run batch programs for a group of companies instead of just one company at a time. A company group represents one or more general ledger companies. If you select a company group, then leave the company field blank.

    Accounting Unit List

    Select the accounting unit list you will use for the Budget Calculation report. If you select a value in this field, then leave the Accounting Unit and Level Group fields blank.

    Fiscal Year

    Specify the fiscal year for the budget that you will recalculate.

    Budgets

    Select at least one budget number you will recalculate. You can select up to 10 different budget numbers.

    Periods

    Select the beginning and ending period range that you will calculate the budgets for.

    Note: If you leave the beginning field blank, then budgets are calculated for all periods within your company. If you leave the ending field blank, then the beginning period defaults.
    Accounting Units

    You can calculate budgets for specific accounting units. If you leave this field blank, then budgets are calculated for all accounting units within your company.

    Accounts

    You can calculate budgets in a specific account range. Select the beginning account number in this field. If you leave this field blank, then budgets are calculated for all accounts within your company.

    Subaccounts

    You can calculate budgets in a specific subaccount range. Select the beginning subaccount number in this field. If you leave this field blank, then budgets are calculated for all subaccounts within your company.

    Override Compute

    (Optional) You can select a compute statement to use to recalculate the budget. If you do not select an override compute statement, then the compute statement defined for the budget is used.

    Save Compute

    You can assign the override compute to the existing budget. If you do not want to replace the compute statement in the existing budget, then select No. The default setting is No.

    Compute Type

    Select whether the compute action is performed against amounts or units. The default setting is Amount.

    Note: If you define a compute statement for amounts and select Units in this field, then the compute is performed against amounts with the result displaying in the Units field.
    Report Option

    Select whether the report prints. The default setting is Yes.

    Sequence by

    Select how the report is organized. The default setting is Account. You can select Accounting Unit or Level.

    Page Break

    Select whether each budget lists on separate pages. The default setting is No.

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