Defining Budget Period Sets
To define budget period sets, use the Budget Period Transfer Set component (KK_BD_PERIOD_XFER).
This section discusses how to set up budget period sets. Budget period sets define which budget periods are to be processed. They also enable you to map budget periods in the year being closed to budget periods in the coming year.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
KK_BP_XFER_SET |
Select budget periods to be closed and map budget periods being closed to new budget periods. |
Use the Budget Period Set page (KK_BP_XFER_SET) to select budget periods to be closed and map budget periods being closed to new budget periods.
Navigation:
Commitment Control, Close Budget, Define Budget Period Set, Budget Period Set
This example illustrates the fields and controls on the Budget Period Set page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Specify Target Budget Periods |
Check if the remaining budgets are to be rolled forward to new budget periods. |
Budget Periods to Close and Target Budget Period |
Enter a unique row for each budget period to close for which you have budget amounts to be closed, and if roll forward is to occur, map each period to a target budget period. A from budget period can map to one target budget period, but a target budget period can map to any number of from budget periods. The budget period calendars must be the calendars used for the budget types to be closed. |