This chapter contains these topics:
Section 78.3, "Build Position Control Files (F08101/11) (P081800),"
Section 78.5, "Update Position Budgets - Requested (P08902),"
Section 78.6, "Update Position Budgets to Acct. Ledger (P08911),"
Section 78.10, "Create Next Year's Position Budgets (P081820),"
Section 78.12, "Cross-Year Effective Budget - All BUs (P081431),"
Section 78.13, "Current vs. Fiscal - All Positions (P081440),"
Section 78.14, "Current vs. Fiscal - All Positions (P081441)."
Processing Option | Processing Options Requiring Further Description |
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1. Enter a '1' to use the Job Information File (F08001) to edit Job Type and Step.
Default of blank will edit against user defined codes. |
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2. Enter '1' to force entry of Job Type.
Blank will issue warning if Job Type is left blank. If Position Control Criteria in Constant is not set to 1, the program will ignore this processing option. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter a '1' to use the Job Information File (F08001) to edit Job Type and Step.
Default of blank will edit against user defined codes. |
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2. Enter a '1' to force entry of Job Type.
Blank will issue a warning if Job Type is left blank. If Position Control Criteria in the Constants is not set to 1, the program will ignore this processing option. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter a '1' to Clear the Position Master File (F08101) and the Position Detail File (F08111). This should be done when this program is run for a second time or more.
Default = ' ' |
Processing Option | Processing Options Requiring Further Description |
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1. Enter the Salary Ledger Type for account validation.
Example: Salary Budget Ledger = BA |
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2. Enter the Units Ledger Type for account validation.
Example: Units Budget Ledger = BU |
Processing Option | Processing Options Requiring Further Description |
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UPDATE OPTIONS: | |
1. Enter a "1" to update the account balances file and print a report showing summarized information update to GL by account.
A default of blank will only produce report with both position and account summary information. |
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LEDGER TYPE: | |
2. When entering budgets to the actual and units ledgers, the ledger type "BA" and "BU" is assumed. If you wish to enter to a different ledger (such as a temporary budget or a revised budget), you must designate the alternate budget ledger types.
Salaries Budget Ledger: Hours Budget Ledger: |
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Note: The ledger codes on this screen must be valid in User Defined Codes 09/LT. If not, the program will not function.
Also, the following ledger types cannot be updated by this program: AA, CA, XA, YA, ZA, AC. |
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FISCAL YEAR: | |
3. Enter the fiscal year (CCYY). | |
BUDGET CYCLE: | |
4. Enter a '1' next to each item you wish to update in the Account Balances file (F0902). If all items are left blank, the default will only update the Final Budget.
Requested Budget: Approved Budget: Final Budget: |
Processing Option | Processing Options Requiring Further Description |
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DESCRIPTION: | |
1. Enter the transaction description: | |
TRANSACTION DATE: | |
2. Enter the date to be posted for this transaction.
A default of blank will use the system date. |
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LEDGER TYPE: | |
3. When entering budgets to the actual and units ledgers, the ledger type "BA" and "BU" is assumed. If you wish to enter a different ledger (such as a temporary budget or a revised budget), you must designate the alternate budget ledger types.
Salaries Budget Ledger: |
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Note: The ledger codes on this screen must be valid in User Defined Codes 09/LT. If not, the program will not function.
Also, the following ledger types cannot be updated by this program: AA, CA, XA, YA, ZA, AC. |
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FISCAL YEAR: | |
4. Enter the last two digits of the fiscal year. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter the default screen format as follows:
1 = Full Time Equivalents 2 = Hours Worked 3 = Open Amounts (Budget, FTE, Hours) 4 = Status Messages 5 = Headcount Default = '1' |
Processing Option | Processing Options Requiring Further Description |
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1. Enter a '1' to initially display the screen with Hours Worked information, a '2' to initially display the screen with FTE information or a '3' to initially display the screen with Headcount.
Default of blank will initially display Hours. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter a '1' to initially display the screen with Hours Worked information.
Default of blank will initially display FTE information. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter the fiscal year from which you want the positions calculated.
(This figure must be in your DREAM Writer Data Selection to calculate these budgets.) |
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2. Enter the fiscal year to which you want the positions calculated. | |
3. Enter a '1' to generate all position budgets from the Position Master table (F08101). An exception report will be generated.
(More selections for 3 available) Enter a '2' to generate position budget values from the Position Master table (F08101) when current activity exists for one employee in that position within the Position Detail table (F08111). An exception report will be generated. Enter a '3' to generate position budget values from the Position Detail table (F08111) that had activity for the year. Vacant positions will be calculated. An exception report will be generated. (More selections for 3 available) Enter a '4' to generate position budget values from the Position Detail table (F08111) that have only current activity for the year. An exception report will be generated. |
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4. Enter the percentage for calculating the new budget amount. (Enter 5 for 5% increase, -5 for 5% decrease.) | |
5. Enter the percentage for calculating the new budget full time equivalent (FTE), hours, and headcount. (Same rule as above.) | |
6. Enter the effective date from which pay rates or pay grade step will be based on for next year's budget.
(Only if you use these methods for salary calculation.) |
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7. Enter '1' to create position budgets for positions that have effective thru dates that are prior to the beginning of the next FY.
The exception report will list those positions that are created in this manner. ' ' will default to NOT create. |
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8. Enter a '1' to create the position accounts for the next year. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter the first fiscal year (two digits) to be displayed. | |
2. Enter the second fiscal year (two digits) to be displayed. |
Processing Option | Processing Options Requiring Further Description |
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1. Enter the first fiscal year (two digits) to be displayed. | |
2. Enter the second fiscal year (two digits) to be displayed. |
Processing Option | Processing Options Requiring Further Description |
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Enter the fiscal year (two digits) whose budgeted FTE will be compared to the current FTE. |
Processing Option | Processing Options Requiring Further Description |
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Enter the fiscal year (two digits) whose budgeted headcount will be compared to the current headcount. |