Budget (Amend) Form

Clicking on the Amend link for a Line in the Grid on the GL Budget Maintenance form, as detailed in the Maintaining Budgets section, or clicking on the  button in the Budget Maintenance form, as detailed in the Budget Maintenance Form section, will open the GL Budget (Amend) form:

In this form you can change the Variation Type, add a new Total value and a new total for Units.

In the Add/Replace field there are the following options:

• Add (ADD): This is the default option and will add the amounts in the Value and Units field on the form to the Budget.  These amount will be equally divided between each Period in the Budget.
• Replace (SUB): Selecting this option will replace (or substitute) the Budget value with the amount in the Value field on the form.  The new Budget value will be divided equally between each Period in the Budget.  It will also replace the total amount of units in the Budget with the amount in the Units field on the form.  The new Units amount will also be divided equally between each Period in the Budget.

In the Profile Type field there are the following options:

• Profile (PROFILE): This is the default option. When this option is selected the Profile field immediately under this option will be available.  Two options are available in the Profile field.

• Monthly Budget, MONTHLY: This will be the default option and will display the Budget in monthly Periods in a Grid below the form when the  button is selected:

• Quarterly Budget (start), QUARTERLY: Selecting this option will display the Budget in quarterly Periods:

Both these options have the same button available.  You can amend the details in the form and reselecting the  will refresh the Grid dependant on the options selected.

The  button will save the changes made, close the form and return you to the GL Budget Maintenance form, where you can select another Budget to amend if required.

If you decide not to make any changes click on the  button and any changes made will not be saved.  The form will close and you will be returned you to the GL Budget Maintenance form, where you can select another Budget to amend if required.

• Manual (MANUAL): Selecting this option will allow you to amend the Budget manually.  You will also note that the Profile field will no longer be displayed on the form.

Click on the  button and the Budget will be displayed in the Grid at the bottom of the form - additional buttons will also be available:

You will be able to amend the values within the Amount, Units, and % columns on the Grid for each period.

The additional buttons are:

• : If you have accessed this form by clicking on the Amend link on the Grid in the GL Budget Maintenance Find form, as detailed in the Budget Maintenance Form section, the  button will be enabled.  Clicking on this button will save the changes that have been been made the details for the next Budget form the Grid will be displayed on the GL Budget (Amend) form.
• : Click on this button to clear all the values in the Amount column on the Grid.
• : Click on this button to clear all the values in the Units column on the Grid.
• : Click on this button to clear all the values in the % column on Grid.