Using Budget Rules to Distribute Budget Amounts
Budget rules are predefined methods for calculating and distributing budget amounts to all periods for an account. You can use budget rules to help you enter budgets quickly and easily.
Note: You cannot use budget rules for disabled, outdated or frozen accounts, or accounts for which budgeting is not allowed.
To calculate and distribute budget amounts using budget rules:
1. Navigate to the Enter Budget Amounts or Enter Budget Journals window.
2. Specify the budget organization, budget, accounting periods, currency, and budget entry mode.
3. Query the account for which you are entering budgets.
5. Choose the Rule you want to use to calculate and distribute budget amounts for the account.
6. Enter the Amount you want to use with your budget rule.
7. If you choose the Divide Evenly, 4/4/5, 4/5/4, or 5/4/4 rule, choose the Options button to set the rounding options.
8. If you choose a budget rule that multiplies the amount by the balance of an account, enter the Account you want to use in the budget rule calculation.
Note: If you want to reference budget balances that include budget amounts you entered in the current session, save your work. Choose Apply or OK to apply the budget rule. You do not need to post the amounts.
9. For a budget rule that multiplies the amount by the budget balance of an account, enter the Budget.
10. To enter budget rules for the next account in the budget organization account range, press the down arrow in the Budget Rules window. To enter rules for the preceding account, press the up arrow.
