Why Rebuild the Budget Balances?

You may need to rebuild budget balances for a business unit in the event that the budget checks do not reflect the true budgetary position. Such an event is entirely possible under normal operational circumstances, and could occur if any of the following scenarios have transpired in the business unit:

• The budget balances table has important differences from the budget ledger. For example, if budget navigation method is set to future or previous periods, and the true budgetary rules of your organization only permit you to consume budget from the current period.
• The budget check definitions may have been changed within a budgetary year. For example, to take on an additional cost centre and redistribute the available budget including the new analysis code.
• Journals have been entered against an account in the budget ledger before the budget checks are defined for that account or range of accounts.
• Journals have been entered in the actuals ledger before budget transactions are posted in the primary budget ledger.
• Journals posted as reversals or corrections may have affected a different budget check from that used by the original journal that required a reversal. This could occur for example if a budget check has been defined both for the individual account and for an account range that includes the account.