Defining MassBudgets
You can create a new MassBudget or copy an existing one.
Prerequisite
Define your budget organizations.
Define your budgets.
Enter or calculate budgets to ensure that the existing budget amounts for your allocation accounts are current.
To create a MassBudget batch:
1. Navigate to the Define MassBudgets window.
2. Enter a Name and Description for the MassBudget batch.
3. Choose Formulas to enter MassBudget formulas.
4. After entering the formulas, save your work.
5. Choose Validate All to validate the batch, as well as all previously unvalidated batches. If you do not validate the batch, General Ledger asks if you want to validate the current batch when you leave the window.
To copy an existing MassBudget:
1. Navigate to the Define MassBudgets window.
2. Enter a Name for the new MassBudget.
3. Choose the AutoCopy button, then choose the MassBudget that you want to copy.
4. Enter a Description for the new MassBudget.
5. Choose Formulas to modify the MassBudget formulas that you copied.
6. After modifying the formulas, save your work.
7. Choose Validate All to validate the batch.
See Also
Using MassBudgeting
Defining a MassBudget Formula
Validating MassAllocation and MassBudget Batches
Generating MassBudget Journals
