Budget Definition
The Budget Definition form can be opened from the Main Menu > Accounting pull down > select Budget Definition. This form is used for Budget Estimation for Current Fiscal Period of a specific account. From inside the Budget Definition form you can define or estimate a budget for a specific Account ID. You can use the drop down arrow button next to the Account ID field to select an account you are to create a budget estimation. You will also see the Description for the selected Account ID. You can choose to select a different account by selecting one from the Account ID combo box or using the record navigation buttons at the bottom of the form.
The Budget Name displays the budget names entered in the Budget Names form. So before you could select the Budget Name here, that must be entered first in the Budget Names form. In this field, select the budget name you are to configure.
The Budget Year by default will display the current fiscal year assigned in the Current Fiscal Year form.
The Calculate Through is a combo box field that displays the Budget Calculation Methods (Open Year Amount, Open Year Percent, Other Budget Percent, Set Amount and Yearly Amount).
The According Year displays the previous Fiscal Year.
The Source Budget displays the budget names entered in the Budget Names form. So before you could select the Budget Name here, that must be entered first in the Budget Names form. This field will only be enabled when Other Budget Percent is selected in Calculate Through field. In this field, select the source budget name. When you say Source Budget Name, it is a budget template that when selected will apply the configured budget setup into for the selected budget name (Budget field) of the a certain Account ID.
The Type/Value is where you can type in the amount/percent value required for Budget Computation.
The Increase/Decrease is used if the computation of selected budget is to be increased or decreased by a given Amount/Percent value.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The Save button will save the changes made.
The Find button will open to Find Budget Definition form.
The Refresh reloads/refreshes current displayed values on Budgets. Data can be reloaded if the Save Button has not been clicked yet.
The Select All button is used to select All Periods to be included in Computing Budgets.
The Clear All button is used to deselect All Periods to be included in Computing Budgets.
The Calculate button computes budget amounts depending on the selected Calculation Method.
The Tools button will display Import from Excel, Export to Excel, and Data Utility (Export/Import). See Export and Import of Budge, Update and Export Budget feature in the Budget Definition form.
The Close button will close the form.
Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.