|
|
AC21.1 - Life Only Budget Change Order
**Form Purpose
Use Life Only Budget Change Order (AC21.1) to define and maintain budget
change orders for life only budgets. In Project and Activity Accounting, 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.
**More Information
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 Change Amount line, the program calculates the
new budget amount, rate, and units vertically as Original Budget + Change
Amount. If you define values on the New Budget line, the program uses those
and calculates the Change Amount line as New Budget - Original Budget.
If the New Budget line has two values, the program calculates the third using
the formula: Amount = Rate * Units. If the New Budget 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
**Form Purpose
Use Annual Budget Change Order (AC21.2) to define and maintain budget change
orders for annual budgets. In Project and Activity Accounting, 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.
**More Information
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 Change Amount line, the program calculates the
new budget amount, rate, and units vertically as Original Budget + Change
Amount. If you define values on the New Budget line, the program uses those,
and calculates the Change Amount line as New Budget - Original Budget.
If the New Budget line has two values, the program calculates the third using
the formula: Amount = Rate * Units. If the New Budget 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.
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
**Form Purpose
Use Period Budget Change Order (AC21.3) to define and maintain budget change
orders for period budgets. In Project and Activity Accounting, 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.
**Processing Effect
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 Change Amount line, the program calculates the
new budget amount, rate, and units vertically as Original Budget + Change
Amount. If you define values on the New Budget line, the program uses those
and calculates the Change Amount line as New Budget - Original Budget.
If the New Budget line has two values, the program calculates the third using
the formula: Amount = Rate * Units. If the New Budget 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 - References this file to retrieve year-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
**Form Purpose
Use Activity Budget Change Orders by Activity (AC21.4) 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.
**More Information
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 Change Amount line, the program calculates the
new budget amount, rate and units vertically as Original Budget + Change
Amount. If you define values on the New Budget line, the program uses those
and calculates the Change Amount line as New Budget - Original Budget.
If the New Budget line has two values, the program calculates the third using
the formula: Amount = Rate * Units. If the New Budget 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 -
ACCUAMT -
ACSPREADX -
FBFACTOR -
WFSETUP -
INVOKED Programs
IFCU
IFAC
ACAC
ACCL
ACTA
API4
IFLU
IFOB
IFAU
IFSG
SLSE
SLSU
|
