Budget

1. Activate Budget Checking

Specify whether to activate budget checking. If you activate budget checking, the system compares the actual amount (amount listed in the AA ledger) plus commitments (amount listed in the PA ledger) to the budget ledger specified in the Budget Ledger Type processing option to determine if the amount for a detail line is over budget. If a detail line exceeds the budget for an account, the system prevents the requisition from being submitted for approval and changes the status of the line to Over Budget. Values are:

Blank: Do not activate.

1: Activate.

2. Budget Ledger Type

Specify the ledger type for the system to use when performing budget checking. Enter a valid ledger type from the Ledger Type Master Setup program (P0025). If you specify a budget ledger type, the system performs budget checking only for that budget ledger type. If you leave this processing option blank, the system performs budget checking on all budget ledger types specified in the Ledger Type Master Setup program (P0025).

3. Level of Detail

Specify the value (3 through 9) for the level of detail that the system uses during the budget checking process. If you leave this processing option blank, the system uses a default value of 9.

You can use this processing option with the processing option for level of detail accumulation.

4. Budget Total Method

Specify the method for the system to use to calculate the budget. If you leave this processing option blank, the system uses the job cost budget calculation method. Values are:

1: Uses the job cost budget calculation method (original budget + period amounts for the current year + prior year postings).

2: Uses the standard financial budget calculation method (sum of period amounts for the current year).

3: Uses the standard financial spread calculation method (original budget + period amounts for the current year).

5. Period Accumulation Method

Specify the time period that the system uses when accumulating the budget. Values are:

Blank: Use the total annual budget to accumulate the budget.

1: Accumulate the budget through the current period.

6. Tolerance Percentage

Specify the percentage by which the detail line amount can exceed the budget before the system places the order on budget hold.

7. Budget Accumulation Level of Detail

Specify whether the system uses the Level of Detail processing option value (under the Budgeting tab) to accumulate budget amounts. Values are:

Blank: The system determines the budget amount from the account entered in the purchase order detail line.

1: The system determines the budget checking account from the values in the purchase order detail account and the Level of Detail processing option. The system then calculates the budget amount by accumulating the budget amounts of all the child accounts of the budget checking account.

8. Exclude Subledger/Type

Specify whether the system excludes the subledger and subledger type when validating the budget information. Values are:

Blank: The system includes only those accounts that have a subledger and a subledger type specified in the purchase order detail.

1: The system does not consider the subledger and subledger type. All of the accounts (with and without a subledger and a subledger type) are considered for budget checking.

9. Job Cost Account Sequence

Specify the job cost account sequence that the system uses for budgeting. Values are:

Blank: Uses the standard account sequence (for example, cost center, object, and subsidiary).

1: Uses the job cost sequence (for example, job, cost code, and cost type).