Assigning Account Ranges to a Budget Organization
To assign a range of accounts to a budget organization:
1. Navigate to the Define Budget Organization window.
2. Query the budget organization.
4. Enter a Line number and an account Low and High for each range you want to assign to your budget organization. The ranges cannot overlap other account ranges with the same currency for any budget organization in that set of books.
5. Select the budget entry Type for the account range:
Entered: You enter budget amounts, enter budget journals, upload budgets, create MassBudget journals, or transfer budget amounts. Use this entry type if you want to use budgetary control.
Calculated: You use budget formulas or MassBudget journals to enter budget amounts. You cannot use this entry type if you are using budgetary control.
6. Enter the Currency for each account range. For accounts with a budget entry type of Calculated, you must enter either the functional currency for your set of books, or STAT.
To enter only statistical budget amounts for the account range, enter STAT.
7. You can review, add, or temporarily delete individual accounts assigned to your budget organization by choosing Range Assignments.
8. Save your work. General Ledger launches a concurrent program to assign all the existing accounts within the designated ranges to the budget organization. You can review the Status of each range.
To assign ranges using budgetary control:
1. Assign the account range as described above.
2. If your funds check level is set to None, you can assign any Currency and a budget entry Type of Entered to the account range.
If your funds check level is set to Absolute or Advisory, you must assign your functional Currency and a budget entry Type of Entered to the account range.
To delete an account range:
- Select the range you want to delete and delete the record. You can also remove individual accounts within the range by choosing Assignments.
See Also
Budgetary Control and Online Funds Checking
Budgetary Control Options for Accounts
Entering Budget Amounts
Entering Budget Journals
