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FB20.1 - Period Budget, Rate
**Form Purpose
Use Period Budget, Rate (FB20.1) to define and maintain period budget amounts
based on the rates you select. You can select a global factor to help define
the budget amount. You can also define budgets based on amounts in FB20.6
(Period Budget, Amounts), units in FB20.7 (Period Budget, Units), or by period
in FB21.1 (Budget by Period).
FB20.1 determines period budget amounts according the following criteria: if
you select a unit and rate, the amount is calculated; if you select a unit and
amount, the rate is calculated; if you select a rate and amount, the unit is
calculated. You can use a global factor instead of a rate.
**More Information
Use the Attachment feature to define additional comments or URL to link the
budget to a document (for example, Word) or E-mail the file.
Choose the New Budget button to open FB20.2 (Define Budget). Use this subform
to type a budget number, a description of the budget, and select whether the
budget is locked.
Choose the By Account button to define and maintain budgets for multiple
accounting units in a specific account and period. You can assign a compute
statement to specific accounting units.
Choose the By Acct Unit button to define and maintain budgets for multiple
accounts in a specific accounting unit and period. You can assign a compute
statement to specific accounts.
Use FB20.6 (Period Budget, Amounts) to define each period budget amount. You
can attach a compute statement.
Use FB20.7 (Period Budget, Units) to define each period budget amount based
on the number of units.
Use FB21.1 (Budget by Period) to define budgets annually, quarterly, or by
period.
Run FB220 (Budget Listing) to list budget information.
Updated Files
ADDRDATA -
FBDETAIL - This file is updated with calculated budget balances created
by this program.
FBFUNDAMT -
FBHEADER - This file is updated with the last calculated budget date.
GLCONSOL - This file is updated with consolidated budget balances.
RATOTALS - Used to store total amounts.
ULTOTALS - Used to store totals for an accounting unit list and an
account range.
Referenced Files
CMPUTE - Used to validate compute statements exist.
CUCONV - Used to access currency exchange rates.
CURELAT - Used to access relationship records.
FBFACTOR - Used to validate the existence of global factors.
FBFUNDDTL -
FBSPREAD - Used to validate the existence of spread codes.
GLADDRESS - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLAMOUNTS - Used to validate amount balances.
GLCGCPY - Used to access companies associated with a company group.
GLCHART - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLCHARTDTL - Used to validate the existence of a detail account.
GLCHARTSUM - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLMASTER - Used to validate existence posting accounts. Posting account
can be created if dynamic account generation is used.
GLNAMES - Used to validate the existence of an accounting unit.
GLSYSTEM - Used to validate the existence of a company.
GLTRANS -
GLUNITS - Used to validate unit balances.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - Used to validate the existence of an object list.
MXLISTMBR - Used to access accounting units associated with an accounting
unit list.
RWGRPDET - Used to validate the level, account, or subaccount group.
RWROWDET - Used to ensure that row detail is defined and that rows are
complete.
RWUSER - Used to validate authorized users.
SYSTEMCODE -
ULPOST - Used to access last posting date and time.
WFSETUP -
FB20.2 - Define Budget
**Form Purpose
Use Define Budget (FB20.2) to define a new budget number and description to a
company. You also assign a year to the budget and indicate whether or not to
allow decimals in budget amounts.
**Processing Effect
Choose the Lock button to open the Lock subform. Use this subform to lock a
budget and assign a user class. When you lock a budget, it cannot be changed
or deleted. A user class is a form of security defined in FB01.1 (Budget User
Class) that restricts the users that have access to modify the budget.
Use the Attachment feature do define additional comments or URL to link the
budget to a document (for example, Word) or E-mail the file.
Updated Files
ADDRDATA -
FBDETAIL - This file is updated with calculated budget balances created
by this program.
FBHEADER - This file is updated with the last calculated budget date.
GLCONSOL - This file is updated with consolidated budget balances.
Referenced Files
GLADDRESS - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLCHART - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLSYSTEM - Used to validate the existence of a company.
INSTCTRYCD -
RWHEADER - Used to access values for heading data dictionary names.
RWUSER - Used to validate authorized uses.
FB20.3 - By Account
**Form Purpose
Use By Account (FB20.3) to define and maintain budgets for multiple
accounting units for a specific account and period.
**More Information
Use the Computed Budget button to attach computed compute statements to
specific accounting units.
If you select a unit and amount, the rate will recalculate. Use FB20.1
(Period Budget, Rate) to view the change.
Updated Files
ADDRDATA -
FBDETAIL - This file is updated with calculated budget balances created
by this program.
FBFUNDAMT -
FBHEADER - This file is updated with the last calculated budget date.
GLCONSOL - This file is updated with consolidated budget balances.
Referenced Files
FBFACTOR - Used to validate the existence of global factors.
FBFUNDDTL -
FBSPREAD - Used to validate the existence of spread codes.
GLADDRESS - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLAMOUNTS - Used to validate amount balances.
GLCHART - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLCHARTDTL - Used to validate the existence of a detail account.
GLMASTER - Used to validate existence posting accounts. Posting account
can be created if dynamic account generation is used.
GLNAMES - Used to validate the existence of an accounting unit.
GLSYSTEM - Used to validate the existence of a company.
GLTRANS -
GLUNITS - Used to validate unit balances.
INSTCTRYCD -
RWUSER - Used to validate authorized users.
SYSTEMCODE -
FB20.4 - By Accounting Unit
**Form Purpose
Use By Accounting Unit (FB20.4) to maintain budget detail records for
multiple accounts for a specific accounting unit and period.
**More Information
Use the Computed Budget button to attach a compute statement to specific
accounts in an accounting unit.
If you select a unit and amount, the rate will recalculate. Use FB20.1
(Period Budget, Rate) to view the changes.
Updated Files
ADDRDATA -
FBDETAIL - This file is updated with calculated budget balances created
by this program.
FBFUNDAMT -
FBHEADER - This file is updated with the last calculated budget date.
GLCONSOL - This file is updated with consolidated budget balances.
Referenced Files
FBFACTOR - Used to validate the existence of global factors.
FBFUNDDTL -
FBSPREAD - Used to validate the existence of spread codes.
GLADDRESS - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLAMOUNTS - Used to validate amount balances.
GLCHART - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLCHARTDTL - Used to validate the existence of a detail account.
GLMASTER - Used to validate existence posting accounts. Posting account
can be created
if dynamic account generation is used.
GLNAMES - Used to validate the existence of an accounting unit.
GLSYSTEM - Used to validate the existence of a company.
GLTRANS -
GLUNITS - Used to validate unit balances.
INSTCTRYCD -
RWUSER - Used to validate authorized users.
SYSTEMCODE -
FB20.6 - Period Budget, Amounts
**Form Purpose
Use Period Budget, Amounts (FB20.6) to define and maintain period budget
amounts. Year to date amounts, last year actual amounts, and last year's
budget display for comparison. You can also define budgets in FB20.1 (Period
Budget, Rate), FB20.7 (Period Budget, Units), or FB21.1 (Budget by Period).
You can select a compute statement to attach to the budget.
**More Information
Choose the New Budget button to define and maintain budget header
information.
Choose the By Account button to define and maintain budgets for multiple
accounting units in a specific account and period. You can assign a compute
statement to specific accounting units.
Choose the By Acct Unit button to define and maintain budgets for multiple
accounts in a specific accounting unit and period. You can assign a compute
statement to specific accounting units.
Use FB20.1 (Period Budget, Rate) to calculate period budget amounts based on
the unit and rate you select, calculate units based on the rate and amount you
select, or calculate rates based on the unit and amount you select. You can
use a global factor to help define budget amounts.
Use FB20.7 (Period Budget, Units) to define each period budget amounts based
on the number of units.
Use FB21.1 (Budget by Period) to define budgets annually, quarterly, or by
period.
Updated Files
ADDRDATA -
FBDETAIL - This file is updated with calculated budget balances created
by this program.
FBFUNDAMT -
FBHEADER - This file is updated with the last calculated budget date.
GLCONSOL - This file is updated with consolidated budget balances.
RATOTALS - Used to store total amounts.
ULTOTALS - Used to store totals for an accounting unit list and an
account range.
Referenced Files
CMPUTE - Used to validate compute statements exist.
CUCONV - Used to access currency exchange rates.
CURELAT - Used to access relationship records.
FBFACTOR - Used to validate the existence of global factors.
FBFUNDDTL -
FBSPREAD - Used to validate the existence of spread codes.
GLADDRESS - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLAMOUNTS - Used to validate amount balances.
GLCGCPY - Used to access companies associated with a company group.
GLCHART - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLCHARTDTL - Used to validate the existence of a detail account.
GLCHARTSUM - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLMASTER - Used to validate existence posting accounts. Posting account
can be created
if dynamic account generation is used.
GLNAMES - Used to validate the existence of an accounting unit.
GLSYSTEM - Used to validate the existence of a company.
GLTRANS -
GLUNITS - Used to validate unit balances.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - Used to validate the existence of an object list.
MXLISTMBR - Used to access accounting units associated with an accounting
unit list.
RWGRPDET - Used to validate the level, account, or subaccount group.
RWROWDET - Used to ensure that row detail is defined and that rows are
complete.
RWUSER - Used to validate authorized users.
SYSTEMCODE -
ULPOST - Used to access last posting date and time.
WFSETUP -
FB20.7 - Period Budget, Units
**Form Purpose
Use Period Budget, Units (FB20.7) to define and maintain period unit amounts.
Year to date totals, last year actual totals, and last year's budget display
for comparison. You can also define budgets in FB20.1 (Period Budget, Rate),
FB20.6 (Period Budget, Amounts), or FB21.1 (Budget by Period).
**More Information
Choose the New Budget button to define and maintain budget header
information.
Choose the By Account button to define and maintain budgets for multiple
accounting units in a specific account period. You can assign a compute
statement to specific accepting units.
Choose the By Acct Unit button to define and maintain budgets for multiple
accounts in a specific accounting unit and period. You can assign a compute
statement to specific accounts.
Use FB20.1 (Period Budget, Rate) to calculate period budget amounts based on
the unit and rate you select, to calculate units based on the rate and amount
you select, or calculate rates based on the unit and amount you select. You
can use a global factor to help define budget amounts.
Use FB20.6 (Period Budget, Amounts) to define each period budget amount. You
can attach a compute statement.
Use FB21.1 (Budget by Period) to define budgets annually, quarterly, or by
period.
Updated Files
ADDRDATA -
FBDETAIL - This file is updated with calculated budget balances created
by this program.
FBFUNDAMT -
FBHEADER - This file is updated with the last calculated budget date.
GLCONSOL - This file is updated with consolidated budget balances.
RATOTALS - Used to store total amounts.
ULTOTALS - Used to store totals for an accounting unit list and an
account range.
Referenced Files
CMPUTE - Used to validate compute statements exist.
CUCONV - Used to access currency exchange rates.
CURELAT - Used to access relationship records.
FBFACTOR - Used to validate the existence of global factors.
FBFUNDDTL -
FBSPREAD - Used to validate the existence of spread codes.
GLADDRESS - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLAMOUNTS - Used to validate amount balances.
GLCGCPY - Used to access companies associated with a company group.
GLCHART - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLCHARTDTL - Used to validate the existence of a detail account.
GLCHARTSUM - This file is accessed by a common routine used by this
program. This file is not used by this program.
GLMASTER - Used to validate existence posting accounts. Posting account
can be created if dynamic account generation is used.
GLNAMES - Used to validate the existence of an accounting unit.
GLSYSTEM - Used to validate the existence of a company.
GLTRANS -
GLUNITS - Used to validate unit balances.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - Used to validate the existence of an object list.
MXLISTMBR - Used to access accounting units associated with an accounting
unit list.
RWGRPDET - Used to validate the level, account, or subaccount group.
RWROWDET - Used to ensure that row detail is defined and that rows are
complete.
RWUSER - Used to validate authorized users.
SYSTEMCODE -
ULPOST - Used to access last posting date and time.
WFSETUP -
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MLRV
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