Options
- Fiscal Year
- Specify the fiscal year associated with the budgets to be
rolled forward. Leave this field blank to use the current year.
- Revision #
- Specify the revision number of the budget to be rolled
forward. If you specify a range of account codes and each has a different revision
number, you can leave this field blank. The Budget Period Amounts of the last revision
number for each budget are rolled forward.
- First Period To
- Optionally, specify a specific period. This is the first
period to which the budget period amount rolls forward. The First Period To field must be greater than the ending
From Period range.
- If you leave this field blank and specified a range of
periods in the From Period fields, one is
added to the end of the range to determine the value in the First Period To.
- Make certain that a budget will not roll past the final
period of the year or an Invalid Period Range error will result. The First Period To value should not overlap the range
entered in From Period.
- Overwrite Existing Budget?
- Select Yes to have the
new budget override any budgets that already exist for the account codes specified.
- Select No if the new budgets should not override
existing budgets.
- % Of Existing Amounts
- The budget period amounts are multiplied by the factor you
specify in the % Of Existing Amounts field to
calculate the amount to roll forward. The maximum percentage you can specify is
999.99%. This can either be positive or negative. If you
attempt to specify a percentage larger than 999.99%, an error
message is printed on the report and no records are processed.
- For example, to create a budget that is 90% of the current
budget amount, specify 90 in this field. If the future budget
amount is to be 10% above the current budget amount, specify 110
in this field.
- Display Detail Lines?
- Select Yes to see the account code, year, revision
number, and total of period amounts for each budget record created.
- Select No to see only the totals for all budget
records created.
- Allow Change to Annual Budget?
- When you create a budget record, all period amounts are added to create an
annual budget amount for that revision. If you change period amounts, the annual budget
amount is usually left at its original value.
- For example, the annual budget could be the amount allowed to
be spent in the next fiscal year, and the period amounts are the amounts planned to fall
within the annual amount.
- Select Yes to create a new annual budget for each
revision by totaling the period amounts each time a new revision is
created.
- Select No to leave the annual amount at its original
value.