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When you define budget formulas, you create a budget formula batch. The batch contains one or more budget entries, and each entry contains one or more formulas. Use budget batches and entries to group your budget formulas. For example, you might combine all formulas for a single department or division into one batch, or group all formulas for certain types of calculations into separate entries.

When you calculate budgets using a budget formula, General Ledger replaces any existing budget amounts directly; it does not create a budget journal.

Prerequisites

   Define your budget organizations and assign the budget entry type "Calculated" to the accounts to which you want to budget.

   Define your budgets.

   To create a budget formula batch:

1. Navigate to the Define Budget Formula window.

2. Enter a Name and Description for the budget formula batch.

3. If you want to copy budget formula entries from an existing batch to your new batch, choose AutoCopy.

4. Create budget formula entries for the batch.

See Also

Copying Existing Budget Formulas

Defining Budgets

Defining Budget Organizations

Calculating Budget Amounts