Process

These processing options enable you to specify the positions for which you are going to create budgets, and the table from which you create the budgets.

1. Select Position Budgets - Press F1 for values

Use this processing option to specify the positions for which you want to budget and whether you want the budgets created from the Position Master table (F08101) or the Position Detail table (F08111). The Position Master table contains budgeted amounts, while the Position Detail table contains the actual amounts. Values are:

1: All position budgets (default)

2: Position budgets with current activity

Options 1 and 2 generate budgets from the Position Master table. If you select option 1, the system will calculate budgets for all positions in the Position Master table. If you select option 2, the system will calculate budgets for positions that have at least one active employee in the Position Detail table.

3: Position budgets with activity during the year

4: Position budgets with current activity

Options 3 and 4 generate budgets from the Position Detail table. If you select option 3, the system will calculate budgets for positions that have had activity during the year, even if the positions are currently vacant. If you select option 4, the system will calculate budgets only for positions that have current activity for the year.

2. Create Budgets for Prior Positions

Use this processing option to specify whether to create budgets for positions that ended prior to the beginning of the new fiscal year. A position ended prior to the beginning of the new fiscal year when the Thru Date for that position is before the beginning of the new fiscal year. An exception report will list all positions that are created in this manner. Values are:

Blank: Do not create budgets for prior positions.

1: Create budgets for previous positions.

3. Create Position Accounts

Use this processing option to specify whether to create position accounts, in addition to position budgets, for the new fiscal year. Position accounts let you allocate the position budgets by percentage to various accounts in General Accounting. Values are:

Blank: Do not create position accounts.

1: Create position accounts.