Adding or Changing Individual Accounts
To add another account in an existing range:
1. Navigate to the Budget Organization window.
2. Query the budget organization.
3. Choose the Ranges button.
4. Choose the range in which the account falls.
5. Choose the Range Assignments button.
6. Find the next available Line, and enter the new Account. The account must fall within the range displayed at the top of the window. If you are using dynamic insertion for your set of books, you can enter an undefined account.
To delete an account assignment temporarily:
1. Navigate to the Define Budget Organization window.
2. Query the budget organization.
3. If you know the account you want to delete, choose the Assignments button to see all the accounts assigned to your budget organization.
If you want to specify an account range to limit the display to accounts within that range, choose the Ranges button, select the range, then choose Range Assignments.
4. Select the account you want to remove and delete the record. The account assignment is only deleted from the budget organization until you run the Maintain Budget Organization program.
To delete an account assignment permanently:
1. Delete the range that includes that account.
2. Create a new range, or combination of ranges, that excludes the account.
To add and delete accounts automatically:
- To add any newly created accounts automatically, or to remove reference to any inactive accounts, choose Maintain from the Define Budget Organization window. General Ledger runs a concurrent process to add any new accounts to your budget organization that fall within its account ranges. It also deletes disabled accounts that fall within those ranges.
You can also run the Maintain Budget Organization program from the Submit Requests window. This enables you to schedule the program to run automatically.
If you are using budgetary control, and assign your ranges a funds check level of Advisory or Absolute, you do not need to add new accounts to your budget organizations automatically. However, you must still use this option to delete disabled accounts from your budget organizations.
Suggestion: Even if you enable budgetary control and assign your ranges a funds check level of Advisory or Absolute, we recommend that you run the Maintain program periodically to update your budget organization ranges.
