Budget Configuration
Form ID: (GL205000)
You use this form to create a budget structure for your organization or to view and modify the existing budget structure.
The budget structure is represented by a tree that consists of budget articles. Some of the budget articles are leaves, and some are nodes. Each budget article that is a leaf is defined by an account-subaccount pair. Each budget article that is a node contains leaves, other nodes, or leaves and nodes. The budget articles listed within a node are also referred to as subarticles. For more information on budget structures, see Budget Tree.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Budget Tree Pane
In this pane, you can view or modify the budget tree that will be used for all budgets in all branches of your organization. The pane displays only the budget articles that are nodes; click any node to open the list of its subarticles in the right pane. For details, see Budget Tree: Implementation Activity.
| Button | Description |
|---|---|
| Delete Node | Removes the selected node from the tree. |
| Move Left | Moves the selected node one level up, under the node that encloses it. |
| Move Right | Moves the selected node one level down—that is, moves the node to the bottom of the list of the upper node of the same level. |
| Move Node Up | Moves the selected node one position up the list within the same node. |
| Move Node Down | Moves the selected node one position down the list within the same node. |
Subarticles Pane
In the Subarticles pane, you can view the list of budget articles contained within the budget article selected in the Budget Tree pane. The list may contain budget articles that are nodes and budget articles that are leaves.
In this pane, you can create the list of items for the node selected in the tree as follows:
- To add nodes to the list: For each node-type budget article, add a row, type the article name in the Description column and select the Node check box. Optionally, you can specify a mask for accounts (and a mask for subaccount, if applicable) that will define the article's subarticles. When you save your changes, the budget articles appear as same-level nodes on the budget tree.
- To add leaves to the list: Click Preload Accounts on the pane toolbar, and in the dialog box, specify the range of accounts and a mask for subaccounts (if subaccounts are used in your system). The system will generate all possible pairs by using only the accounts listed on the chart of accounts and all the subaccounts that are combinations of subaccount segment values. Once this list is generated, you can remove the account-subaccount pairs you don't need for budgets. For more details, see Budget Tree: Implementation Activity.
| Button | Description |
|---|---|
| Preload Accounts | Opens the Preload Accounts dialog box, which you use to specify a range of accounts and a subaccount mask for generating possible account-subaccount pairs. |
| Configure Security |
Navigates to the Restriction Groups by Budget Article (GL105020) form so that you can review and edit the restriction groups related to budget articles. This button is available only if the Row-Level Security feature is enabled on the Enable/Disable Features (CS100000) form. |
| Element | Description |
|---|---|
| Account From | The account that starts the range of accounts selected for loading. |
| Account To | The account that ends the range of accounts selected for loading. |
| Subaccount Mask |
The subaccount mask that defines the subaccounts to be loaded. You can specify a particular segment value or just a few characters of the segment value to select the subaccounts for loading. You can use ? as a wildcard character. This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features form. |
| This dialog box has the following buttons. | |
| OK | Closes the dialog box and generates account-subaccount pairs by selecting existing accounts from the specified range and existing subaccounts according to the specified mask. |
| Cancel | Closes the dialog box without loading any data. |
| Column | Description |
|---|---|
| Node | A check box that indicates (if selected) that this subarticle (list item) is a node in the budget tree. |
| Account | The account of the budget article, if the article is a leaf article. A leaf budget article is defined by an account (or by an account-subaccount pair if the Subaccounts feature is enabled on the Enable/Disable Features form). |
| Subaccount |
The subaccount of the budget article if the article is a leaf article. A leaf budget article is defined by an account-subaccount pair. This column appears on the form only if the Subaccounts feature is enabled on the Enable/Disable Features form. |
| Description | A description of the budget article. The description is used as the budget article name on the budget tree and on other budget-related forms. |
| Account Mask | The account mask. The mask specified for the node will provide the default values for the account range in the Preload Accounts dialog box when you populate this node. If the mask is specified for a leaf article, then on data loading for a new budget, amounts can be aggregated over all the account-subaccount pairs selected by this mask and the mask for subaccounts. |
| Subaccount Mask |
The subaccount mask. This mask, if specified for a node, provides the default subaccount mask in the Preload Accounts dialog box when you populate this node. If this mask is specified for a leaf article, on data loading for a new budget, amounts can be aggregated over all the account-subaccount pairs selected by the mask for accounts and this mask. This column appears on the form only if the Subaccounts feature is enabled on the Enable/Disable Features form. |
| Secured | A check box that indicates (if selected) that this budget article is included in one or more restriction groups. |