Converting a Simple Budget to a Hierarchical Budget: Implementation Checklist
The following table provides details you can use to ensure that the system is configured properly for the conversion of a simple budget to a hierarchical budget, and to understand (and change, if needed) the settings that affect the processing workflow.
| Form | Things to Check | Notes |
|---|---|---|
| Enable/Disable Features (CS100000) | Make sure that the Standard Financials feature has been enabled. | |
| Multiple forms | Make sure that the minimum configuration of the company has been performed, as described in Company Without Branches: General Information, Company with Branches that Do Not Require Balancing: General Information, and Company with Branches that Require Balancing: General Information. | |
| Ledgers (GL201500) | Make sure that the ledger to which the budget should be posted has been created, as described in Budget Ledger: General Information. | |
| Budget Configuration (GL205000) | Make sure that the budget structure has been configured, as described in Budget Tree: Implementation Activity. | |
| Budgets (GL302010) | Make sure that in the budget that you are going to convert,the masks that are used are the same as in the configured tree. | If any mask for a single-level budget is split into multiple masks on a tree or if multiple masks used somewhere in the single-level budget are merged into a single mask for the tree, the budget cannot be converted. |
Other Settings That Affect the Workflow
To cause some users to view only the budget nodes to which they are assigned access rights based on their roles, you perform the configuration described in Access to Budget Nodes: Implementation Activity.
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you convert a simple budget to a hierarchical budget by performing instructions similar to those described in Conversion of a Simple Budget to a Hierarchical Budget: Process Activity.