Create Start Values
Explanation
This activity is used to initiate budget values either from balances,
existing budget values, or from a combination of balances and existing budget values.
Prerequisites
In order to perform this activity, a budget version of the Active
status should exist.
System Effects
As a result of this activity, the budget values are created for an existing budget
version.
Window
Budget
Versions
Related Window Descriptions
Budget Versions
Initiate Start Values
Procedure
To initiate budget values:
- Open the
Budget Versions
window and search for the budget version for
which start values should be initiated.
- Select the required budget version, right-click and then click Initiate
Start Values to open the Initiate Start Values
dialog box. Budget year, budget version, description, and budget status are
displayed automatically in this dialog box.
- Select Year Values Ledger
Balances if you want to initiate budget values from years values in the
General Ledger and Internal Ledger.
- Select Period Values
Ledger Balances if you want to initiate budget values from period values
in the General Ledger and Internal Ledger.
- Select Year Values Ledger Balances and Budget
if you want to initiate budget values as a combination of year values in a
ledger and a specified budget version.
- Select Period Values Ledger Balances and Budget
if you want to initiate the budget values as a combination of period values
in a ledger and a specified budget version.
- Enter the required values in the From Accounting Year,
From Accounting Period, Until Accounting Year and Until
Accounting Period fields.
- Enter the required values in the Budget Year and
Budget Version fields if the initiation values are based on existing
budget values.
- If the ledger of the budget version is Internal
Ledger, enter the ledger ID for which the values should be initiated in
the Ledger ID field.
- To specify the code parts from which information
should be retrieved to initiate start values, select the relevant check
boxes in the Group Condition group box.
- If you want to initiate values for a specific range of
accounts, enter the the required values in the From Account and To
Account fields.
- Click OK.