AC21.1 - Activity Group Budget Change Orders Use AC21.1 (Life Only Budget Change Orders) to define and maintain activity group budget change orders. In Activity Management, there are two ways to change budgets: budget form actions and budget change orders. Budget form actions change and update budgets as soon as they are entered, but they provide no audit trail. Change orders require an Add and Release action and provide an audit trail. Unless a spread code exists, budget adjustments made with change orders spread evenly over the period, year, or life total specified. If you change the annual budget, the program spreads the new budget to the periods. The system divides the adjustment amount by the number of periods specified. The resulting per-period adjustment determines the amount of the change for each period and year in the period budget and annual budget. The changes are added to or subtracted from the appropriate years, periods, or life-to-date of the budget, and the total change amount is added to the total budget amount. If a spread code exists, the program uses that. You must maintain a change order on the same form where you defined it originally. For example, you cannot define a change order on AC21.2 and edit it on AC21.3. If you try to do so, an error message displays. If you define values on the Chg Amt line, the program calculates the new budget amount, rate, and units vertically as Original Budget + Change Amount. The program also recalculates the Chg Amt line as New Budget - Original Budget. If you define values on the New Bud line, the program uses those. If the New Bud line has two values, the program calculates the third using the formula: Amount = Rate * Units. If the New Bud has all three values, the program recalculates the amount as Rate * Units and rounds the amount and units. If you want to edit a change order that has already been approved, you must first unapprove it, using AC22.1 (Change Order Approval). Then you can edit it. In the Change Order ID field, you can select Attachments and define URL links or comments. Updated Files ACBUDHDR - References this file to validate that the budget is not locked and to retrieve budget header information. ACCHGORDER - This is the primary file maintained by this program. Maintains change order header information. ACCHGORDX - This is the primary file maintained by this program. Maintains change order detail information by account category. Referenced Files ACACTGRP - Updates the change order release flag on this file for activity group budget change orders. ACACTIVITY - Updates the change order release flag on this file for activity change orders. ACBUDDTL - References this file to retrieve annual budget amounts. ACBUDDTLX - References this file to retrieve period budget amounts. ACCAL - References this file to validate the calendar year records. ACCALX - References this file to validate calendar periods. ACCOMMENTS - References this file to validate activity group and activity change order comments. ACSPREAD - References this file to validate the spread code. ACSPREADX - References this file to retrieve spread code detail records. FBFACTOR - References this file to validate the factor code. WFSETUP - AC21.2 - Activity Budget Change Orders Use this form to define and maintain activity budget change orders. In Activity Management there are two ways to change budgets: budget form actions and budget change orders. Budget form actions change and update budgets as soon as they are entered; but they provide no audit trail. Change orders require an Add and Release action and provide an audit trail. Unless a spread code exists, budget adjustments made with change orders spread evenly over the period, year, or life total specified. If you change the annual budget, the program spreads the new budget to the periods. The system divides the adjustment amount by the number of periods specified. The resulting per-period adjustment determines the amount of the change for each period and year in the period budget and annual budget. The changes are added to or subtracted from the appropriate years, periods, or life-to-date of the budget, and the total change amount is added to the total budget amount. If a spread code exists, the program uses that. You must maintain a change order on the same form where you defined it originally. For example, you cannot define a change order on AC21.2 and edit it on AC21.3. If you try to do so, an error message displays. If you define values on the Chg Amt line, the program calculates the new budget amount, rate and units vertically as Original Budget + Change Amount. The program also recalculates the Chg Amt line as New Budget - Original Budget. If you define values on the New Bud line, the program uses those. If the New Bud line has two values, the program calculates the third using the formula: Amount = Rate * Units. If the New Bud has all three values, the program recalculates the amount as Rate * Units and rounds the amount and units. If you want to edit a change order that has already been approved, you must first unapprove it, using AC22.1 (Change Order Approval). Then you can edit it. In the Change Order ID field, you can select Attachments and define URL links or comments. Updated Files ACBUDHDR - References this file to validate that the budget is not locked and to retrieve budget header information. ACCHGORDER - This is the primary file maintained by this program. Maintains change order header information. ACCHGORDX - This is the primary file maintained by this program. Maintains change order detail information by account category. Referenced Files ACACCTCAT - References this file to validate the account category. ACACTGRP - Updates the change order release flag on this file for activity group budget change orders. ACACTIVITY - Updates the change order release flag on this file for activity change orders. ACBUDDTL - References this file to retrieve period budget amounts. ACBUDDTLX - References this file to retrieve period budget amounts. ACCAL - References this file to validate the calendar year records. ACCALX - References this file to validate calendar periods. ACCOMMENTS - References this file to validate activity group and activity change order comments. ACCUAMT - References this file to retrieve year-to-date budget amounts for posting-level activities in activity (non-base) currency. ACCUAMTX - References this file to retrieve period-to-date budget amounts for posting-level activities in activity (non-base) currency. ACSPREAD - References this file to validate the spread code. ACSPREADX - References this file to retrieve spread code detail. FBFACTOR - References this file to validate the factor code. WFSETUP - AC21.3 - Activity Budget Change Orders by Activity Use this form to define and maintain activity budget change orders by activity. In Activity Management there are two ways to change budgets: budget form actions and budget change orders. Budget form actions change and update budgets as soon as they are entered; but they provide no audit trail. Change orders require an Add and Release action and provide an audit trail. Unless a spread code exists, budget adjustments made with change orders spread evenly over the period, year, or life total specified. If you change the annual budget, the program spreads the new budget to the periods. The system divides the adjustment amount by the number of periods specified. The resulting per-period adjustment determines the amount of the change for each period and year in the period budget and annual budget. The changes are added to or subtracted from the appropriate years, periods, or life-to-date of the budget, and the total change amount is added to the total budget amount. If a spread code exists, the program uses that. You must maintain a change order on the same form where you defined it originally. For example, you cannot define a change order on AC21.2 and edit it on AC21.3. If you try to do so, an error message displays. If you define values on the Chg Amt line, the program calculates the new budget amount, rate and units vertically as Original Budget + Change Amount. The program also recalculates the Chg Amt line as New Budget - Original Budget. If you define values on the New Bud line, the program uses those. If the New Bud line has two values, the program calculates the third using the formula: Amount = Rate * Units. If the New Bud has all three values, the program recalculates the amount as Rate * Units and rounds the amount and units. If you want to edit a change order that has already been approved, you must first unapprove it, using AC22.1 (Change Order Approval). Then you can edit it. In the Change Order ID field, you can select Attachments and define URL links or comments. Updated Files ACBUDHDR - References this file to validate that the budget is not locked and to retrieve budget header information. ACCHGORDER - This is the primary file maintained by this program. Maintains change order header information. ACCHGORDX - This is the primary file maintained by this program. Maintains change order detail information by account category. Referenced Files ACACCTCAT - References this file to validate the account category. ACACTGRP - Updates the change order release flag on this file for activity group budget change orders. ACACTIVITY - Updates the change order release flag on this file for activity change orders. ACBUDDTL - References this file to retrieve annual budget amounts. ACBUDDTLX - References this file to retrieve period budget amounts. ACCAL - References this file to validate the calendar year records. ACCALX - References this file to validate calendar periods. ACCOMMENTS - References this file to validate activity group and activity change order comments. ACCUAMT - References this file to retrieve year-to-date budget amounts for posting-level activities in activity (non-base) currency. ACCUAMTX - References this file to retrieve period-to-date budget amounts for posting-level activities in activity (non-base) currency. ACSPREADX - References this file to retrieve spread code detail. FBFACTOR - References this file to validate factor codes. WFSETUP - INVOKED Programs IFCC |