Reviewing Position Budget Information by Business Unit

Access the Work With Business Unit by Organization form.

Level of Detail

Enter a number that indicates a business unit position within the hierarchy of the organization. Levels of detail are defined in General Accounting. When you review business units by organization, use the Level of Detail field to limit the number of positions that appear to those within a specific level of detail. If you leave this field blank, the system displays positions in all business units in the hierarchy.

Division

Enter a user-defined code (system 00, type 01) that the system uses for flexible account mapping and for printing selected information on reports.

Home Business Unit

Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

Financials Budget

Enter the salary amount that the accounting department has budgeted for a particular position within a business unit. The system calculates this amount by totaling the original budgets for all salary accounts within the business unit.

Use AAIs to specify the range of accounts to use for salary accounts. This range must be from HRSB to HRSE, with a ledger type of HRLT. The system uses these AAIs to determine which records in the Account Balances table (F0902) to use to calculate the financials budget.

Position Budget

Enter the salary amount that is budgeted for a particular position within a business unit. This figure, which comes from the Position Master table (F08101), represents the total salary amount budgeted for all of the FTEs within this position for the business unit and year that you specified.

Effective Budget

Enter the sum of all projected amounts for all of the current positions. This amount is the total salary projection for the business unit.

Projected At Year End

Enter a figure that represents the amount of salary paid over a period of time.

At the employee level, the system calculates this amount by multiplying the employee annual salary by the fraction of the fiscal year that the employee worked.

At the business unit level, the system calculates this amount as the sum of all the employee activity in the position for the fiscal year.

For example, an employee earning 40,000 USD annually who works from April 1 to December 31 represents a projected salary cost of 30,000 USD for that year.