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| Def - GL Budget |
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| Def - GL Budget |
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The purpose of this page is to view, add, remove and edit GL Budget header properties. Software Version: 20222023.0504.31 28 and newer
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Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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Delete | | Insert excerpt |
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| Delete - LV 3.0 |
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| Delete - LV 3.0 |
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Deleting a GL Budget also removes all the GL Budget Details for the Budget. |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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Help | | Insert excerpt |
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| Help - Global 3.0 |
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More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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| New - Global 3.0 |
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Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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Save | | Insert excerpt |
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| Save - LV (Multi Line) 3.0 |
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| Save - LV (Multi Line) 3.0 |
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| Column Layouts for Framework 3.0 - Global |
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Fields | Description |
Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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Budget | | Insert excerpt |
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| Budget name |
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| Budget name |
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This is a text box that defaults to blank, is required, must be unique, and must be <=50 characters. If missing, the message "Budget name is required." will be displayed on Save. If it is not unique, the message "Duplicate Budget names are not allowed." will be displayed on Save. This is always editable. Database Field: ERPx_GLBudget.BudgetName |
Fiscal Year | Identifies the Fiscal Year the Budget applies to. This is a single-select lookup that defaults as blank and is required. If missing, the message "A Fiscal Year is required." will be displayed on Save. This is not editable after the initial save. The lookup contains a list of all the Years in the Fiscal Periods master file. | Insert excerpt |
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| Def - Fiscal Year |
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| Def - Fiscal Year |
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Database Field: ERPx_GLBudget.FiscalYearSK |
Report Default | Identifies the Budget, for each Fiscal Year, that is the version used on financial reports. This is a Yes/No lookup that is required. It defaults as blank and is always editable. "No" values appear as blank on Save. Only one Budget per Fiscal Year can be set as the Report Default. Database Field: ERPx_GLBudget.IsReportDefault |
Allow Edit | Identifies whether or not users can edit Budget Details for the Budget. This is a Yes/No lookup that is required. It defaults as blank and is always editable. If set to "Yes", individual budget amounts can be edited for GL Accounts for the Budget. If set to "No", individual budget amounts cannot be edited for GL Accounts for the Budget.
Database Field: ERPx_GLBudget.AllowEdit |
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