The Budget Items Tab is where budget items are assigned/unassigned for the currently selected budget.
The screen works from top to bottom. Choose your items from the top grid and assign on the bottom.
FIELDS
Budget Item ID - The ID of the budget item. This is a read only field.
Status - If the budget item has been used in this budget for postings then it can not be unassigned. If you no longer want this budget item to be available then set the status to Inactive.
Curr. (Currency) - The currency used by this item. This is a read only field.
Max Posting (Maximum Posting) - the maximum amount that can be entered in an individual posting.
Overage
Allowance -
an allowance to exceed the total amount posted to this budget item for
this budget in the fiscal period of the posting.
Assign -
Assign the selected item(s)
to the budget.
Assign All - The all available items to the budget.
Unassign - Unassign the selected item(s) from the budget.
Unassign
All -
Unassign all items from the budget.
Create a template of budget items that are assigned to your
budget. This group can be easily assigned as one group when creating other
budgets.
Opens Budget
spreadsheet for editing or review purposes.
Quick Tips:
Step 1. Choose a Budget, Select the display icon and then the Budget Item "Edit" button
The Screen works from top to bottom
Step 2. Assign the necessary items to the budget
Step 3. If the items can be overwritten on this budget, select the Status, Max Postings and Overage Allowance fields
Step 4. Make your changes
Save your work
For More Go To "Help" on the Main tool bar- Expand the window- and select the appropriate topic or white papers for "How To" Guides