Understanding Budget Totaling

Use the Budget Total Method processing option on the Budgeting tab of the Purchase Order Workbench program (P43101) 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 that contain changes in the current year.

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

Use 1 in this processing option for jobs and projects. The system uses the job cost budget calculation method to add the amounts in these budgeting fields. The total of these fields is the budget amount that the system uses for budget checking.

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

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

Use 3 in this processing option for Profit entities. You enter changes to the budget in the net posting fields. The system uses the standard financial spread calculation method to add 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.

See also:

• "Working with Orders Awaiting Approval" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide.

• "Entering Annual Budgets" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.