Understanding How the System Spreads Annual Budget Amounts

The system uses the budget pattern code that is assigned to each account to determine how to spread amounts regardless of whether you enter budgets manually or run the Spread Annual to Periods program (R14801), with the exception of the DNS pattern code.

This table describes how the system spreads amounts:

Budget Pattern Code	Description
Blank	Blank is the default value for annual amounts that are to be evenly spread. The system spreads the annual budget amount for the account equally among the periods. For a 12-month calendar year, the program assigns 1/12 (8.33 percent) to each period. Note: If your company changes the meaning of the blank pattern code, the system divides the annual amount by the percentages that you specify. To spread annual amounts to periods, the system uses information from the Budget Patterns (F1401), Account Master (F0901), and Account Balances (F0902) tables.
Seasonal	The system spreads the annual amount according to the percentages and periods that you specify for a seasonal budget pattern code.
DNS	If you enter budgets manually, the system does not spread annual amounts to accounts assigned pattern code DNS. You must manually enter an amount for each period on the Budgets by Business Unit or Budgets by Account form. If you run the Spread Annual Periods program, the system spreads annual amounts evenly among the periods only if the Override Budget Do Not Spread Code is selected on the Ledger Type Rules Setup form. If the Override Budget Do Not Spread Code check box is not selected, the program does not spread the annual budget amounts. Instead, you must manually enter them.

Budget Pattern Code

Description

Blank

Blank is the default value for annual amounts that are to be evenly spread. The system spreads the annual budget amount for the account equally among the periods. For a 12-month calendar year, the program assigns 1/12 (8.33 percent) to each period.

Note: If your company changes the meaning of the blank pattern code, the system divides the annual amount by the percentages that you specify.

To spread annual amounts to periods, the system uses information from the Budget Patterns (F1401), Account Master (F0901), and Account Balances (F0902) tables.

Seasonal

The system spreads the annual amount according to the percentages and periods that you specify for a seasonal budget pattern code.

DNS

If you enter budgets manually, the system does not spread annual amounts to accounts assigned pattern code DNS. You must manually enter an amount for each period on the Budgets by Business Unit or Budgets by Account form.

If you run the Spread Annual Periods program, the system spreads annual amounts evenly among the periods only if the Override Budget Do Not Spread Code is selected on the Ledger Type Rules Setup form.

If the Override Budget Do Not Spread Code check box is not selected, the program does not spread the annual budget amounts. Instead, you must manually enter them.