Defining a period budget by unit

You can define each period budget amount based on the number of items or service units. Use this procedure when you already know the units you require in each period and want to compare period year-to-date amounts, last year's actuals, and last year's budget units.

You must define a budget header before you can define a period budget by units.

Follow these steps to define a period budget by units:

Access Period Budget, Units (FB20.7).

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.
Specify the budget data. In the Units field, specify the budget units for the accounting unit and account.
Click New Budget to define a budget header on Define Budget (FB20.2).
Click By Account to open By Account (FB20.3).

Note: Use this subform to define and maintain budget detail for multiple accounting units for a specific account and period.

See Defining a budget by account.
Click By Acct Unit to open By Accounting Unit (FB20.4).

Note: Use this subform to define and maintain budget detail for multiple accounts for a specific accounting unit and period.

See Defining a budget by accounting unit.

Related reports and inquiries


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