1. Procurement Management Implementation Guide
  2. Budget Totaling

Budget Totaling

Use the Budget Total Method processing option of Purchase Order Workbench to specify how the system calculates the budget total.

The system uses these fields in the F0902 table for budgeting:

  • BORG - the original or beginning budget.

  • AN01 through AN12 - the net posting fields which contain changes in the current year.

  • AYPC - the balance forward field contains a sum of the prior year's changes, which the system rolls into the current year.

Enter 1 in this processing option for job cost accounting. The system adds the amounts in the fields. The total of these fields is the budget amount the system uses for budget checking.

Note: The original budget cannot be spread when you enter a 1 in this processing option.

Enter 2 in this processing option for Public Sector and Not-For-Profit entities. Use this method when the system spreads an original budget to the net posting fields. The system calculates the total budget from the net posting fields to use in budget checking.

Enter 3 in this processing option for Profit entities. You enter changes to the budget in the net posting fields. The system adds the net posting fields and the original budget to determine the budget amount to use in budget checking. Use this method when an original budget is not spread to the net posting fields.