AC21.1 - Life Only Budget Change Order
Use AC21.1 (Life Only Budget Change Order) 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
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.
ACCUAMT -
ACSPREADX - References this file to retrieve spread code detail records.
FBFACTOR - References this file to validate the factor code.
WFSETUP -
AC21.2 - Annual Budget Change Order
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.
ACCUAMT - References this file to retrieve year-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 - Period Budget Change Order
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.
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 -
AC21.4 - Activity Budget Change Orders by Activity
Use AC21.4 (Activity Budget Change Orders by Activity) to define and maintain
activity budget change orders by activity. 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 -
ACCHGORDER -
ACCHGORDX -
Referenced Files
ACACCTCAT -
ACACTGRP -
ACACTIVITY -
ACBUDDTL -
ACBUDDTLX -
ACCUAMT -
ACCUAMTX -
ACSPREADX -
FBFACTOR -
WFSETUP -
INVOKED Programs
IFCU
IFSG
ACCL
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