Revising a Budget: Implementation Checklist
The following sections[1]sections2019/12/1621:07:01-05:00[2]insert2019/12/1621:07:01-05:00table provide[3]insert2019/12/1621:07:09-05:00s details you can use to ensure that the system is configured properly for the revising[4]insert2019/12/1621:54:54-05:00 of a budget.
| Form | [5]They aren't all settings! Some are features, some are settings, some involve the creation of entities, and some involve checking the entire configuration of some functionality.2019/12/1621:08:43-05:00Settings[6]Settings2019/12/1621:08:30-05:00[7]insert2019/12/1621:08:30-05:00Things to Check | Notes |
|---|---|---|
| Enable/Disable Features (CS100000) form | Make sure [8]insert2019/12/1621:58:49-05:00that the Standard Financials feature has been enabled. | |
| Multiple forms | Make sure that the minimum configuration of the company has been performed, as described in [9]Why are we assuming that only a company without branches is being used? Shouldn't we provide a link to all types: "as described in General Ledger: General Information and one of the following topics: __, __, or __"?2019/12/1622:08:47-05:00Company Without Branches: General Information. | |
| Budgets (GL302010) form | Make sure the budget or [10]budget or 2019/12/1622:16:57-05:00budgets,[11],2019/12/1622:17:03-05:00 whose data is going to be modified,[12],2019/12/1622:17:06-05:00 has[13]has2019/12/1622:17:11-05:00[14]insert2019/12/1622:17:11-05:00have been uploaded to the system. For details, see Simple Budget: Process Activity or Hierarchical Budget: Process Activity. |