This chapter contains the topic:
From Job Cost (G51), choose Job & Budget Setup
From Job & Budget Setup (G5111), choose Spread Job Budget to Periods
The work on some projects and jobs can continue for several years. You might need to spread the budget amounts for a project over more than one fiscal year. The Spread Budget program spreads the budget amount or units among accounting periods over the duration of the project.
You can:
Use ledger types to represent different types of budgets
Perform cost analysis between actual costs and budgeted amounts
Perform cash flow forecasting by allowing amount or units to reflect the actual production time
Rerun this program as many times as you need
When you spread units, the system changes the second character of the budget amount ledger type to a U. You cannot set up the source and destination ledger types to be the same ledger type.
The program spreads:
Amounts or amounts and units
Original budget amount (BORG), final budget amount and all changes (BORG + AN01 through AN14) or only changes (AN01 through AN14)
Budgets over multiple fiscal years based on start date and finish date in the cost code schedule at the account or cost code header level or the job master level in the Account Master Extended Details table (F51901).
A specific ledger type or all ledger types that you define in the user defined code Revised Budget (51/RB)
This program is a DREAM Writer. You can run this program in proof or final mode. It uses information from the following tables:
Company Constant (F0010)
Account Master (F0901)
Account Balances (F0902)
Fiscal Date Pattern (F0008)
Account Master Extended Detail (F51901)
User Defined Codes (F0005)
Business Unit Master (F0006)