Automatically by Running a Program

An alternative to spreading annual amounts during budget entry is to run the Spread Annual to Periods program (R14801) to spread the amounts automatically. This might be a faster or more efficient approach.

You might choose to run the Spread Annual to Periods program if you have many amounts to spread and one of these situations applies:

• You upload annual budget amounts from one or more spreadsheets.

• You set up a blank budget pattern code with percentages or you change the existing percentages, and you want to update the spread for all accounts.

If the Override Budget Do Not Spread Code check box is selected on the Ledger Type Setup form, the Spread Annual to Periods program evenly distributes the budget amount among the periods. If the check box is not selected, the program does not distribute the amounts. You must manually distribute the amounts by period on the Budgets by Business Unit or Budgets by Account form.