Forms Used to Enter Annual Budget Amounts

Form Name

Form ID

Navigation

Usage

Work with Budgets

W14102A

  • Budgeting (G1412), Requested by Business Unit

  • Budgeting (G1412), Approved by Business Unit

  • Budgeting (G1412), Final by Business Unit

Review a list of business units for a company.

Budget by Business Unit

W14102B

On the Work with Budgets form, select a business unit and click Select.

Enter budgets by business unit and assign budget pattern codes to individual accounts.

Work with Budget Accounts

W14103B

  • Budgeting (G1412), Requested by Account

  • Budgeting (G1412), Approved by Account

  • Budgeting (G1412), Final by Account

Review a list of accounts by company.

Budget by Account

W14103A

On the Work with Budget Accounts form, select the account.

Enter and revise budgets by account and assign budget pattern codes to individual accounts. You can also interactively spread annual budget amounts to periods.

See Spreading Annual Budget Amounts to Periods.