Making Top-Level Adjustments to the Operating Expense Budget

Use the OpEx Top Level Adj Budget form to review and make top-level adjustments to the Budget by expense Account and Department.

To validate operating expense Budget values and make top-level adjustments:

1. From the Home page, click the Budget card.

2. Click the 3 tab on the left

3. Click OpEX Top Level Adj.

4. In the Point of View (POV), choose a Scenario, Version, Subsidiary, and Currency.

5. By default, the operating expense Forecast is collapsed by expense Account and Department. Click the Expand icons next to Expense and Total Department to show the relevant detail levels. Keep expanding rows until you find the Account and Department intersection that you want to adjust.

6. Review the Budget and, if needed, enter adjustments or new values.

   Note:

   You can only enter Budget values at the detail level.

7. Click Save.

8. To run the Calculate Currencies business rule:

   1. Click Actions and select Business Rules.

   2. Click <Calculate Currencies>.

   Note:

   Sometimes, the Calculate Currencies business rule might take a while to finish running.

9. To update top-level members with the adjusted data in input currency, right-click the data grid and select Agg to Income Statement Budget.

General Notices