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Changing Amount Type and Boundary

You can change the Amount Type for checking available funds from PTD to QTD, from QTD to YTD, and so forth. However, if you change from a larger Amount Type to a smaller Amount Type (YTD to PTD, for example), you might have a smaller pool of available funds against which you can certify transactions. You should not change the Amount Type and Boundary for budgetary control to circumvent a lack of available funds.

If you change Amount Type from a smaller period to a greater period (PTD to QTD, for example), you will generally have a greater pool of available funds to check funds against.

See Also

Amount Type and Boundary

Setting Budgetary Control Options for an Account Range

Setting the Summary Account Budgetary Control Options

Setting Budgetary Control Options for Journal Sources and Categories


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