Understanding the Budget Forecast Update Program

When you are satisfied with the budget forecast records for a specific revision number, you can run the Apply Forecast to Budget program (R1407) to copy the finalized amounts from the F1404 and F14041 tables and update the BREQ, BAPR, and BORG fields in the F0902 table. After you update this table, you can combine the records from the F0902 with budgets from standard budgeting programs or other systems for reporting purposes. Unlike the Generate Forecast Results program, you do not have to lock accounts before you run the Apply Forecast to Budget program.

The system updates budget forecast records by revision number and copies the records for that revision number to a user-defined ledger type that you specify in a processing option. The ledger type must exist in UDC table 09/LT and the F0025 table or the system does not update the budget forecast records in the F0902 table.

To verify that the Apply Forecast to Budget program successfully copied the budget forecast records and updated the F0902 table, review the report that the system generates. The report shows the number of records updated in the F0902 table and, if applicable, the number of records in error. For information about the records in error, review the message in the work center. If the budget ledger type or revision number that you entered in the processing options is not valid, an error message appears on the report and no processing occurs.

Note: If you run the Apply Forecast to Budget program more than one time for a revision number, the system copies amounts from the F1404 and F14041 tables to the F0902 table and adds new records, if applicable. If an amount on a record changed, the F0902 table reflects the changed amount. It does not double amounts or otherwise inflate balances in the F0902 table.