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Table of Contents
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Page Header

Toolbar Icons

Description

Column Filter Show/Hide

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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete

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Delete - LV 3.0
Delete - LV 3.0
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Deleting a GL Budget also removes all the GL Budget Details for the Budget.

Excel

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Excel - LV 3.0
Excel - LV 3.0
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Favorites

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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Group By Show/Hide

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Group By Show/Hide - Global
Group By Show/Hide - Global
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Help

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Help - Global 3.0
Help - Global 3.0
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More Actions

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More Actions - Global 3.0
More Actions - Global 3.0
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  • LV: GL Budget Details - Opens the GL Budget Details page, in a new Tab, filtered for the selected Budget(s).

New

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New - Global 3.0
New - Global 3.0
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Quick Column Filter

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Quick Column Filter
Quick Column Filter
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Save

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Save - LV (Multi Line) 3.0
Save - LV (Multi Line) 3.0
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Saved Layouts

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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

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Checkbox
Checkbox
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Budget

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Budget name
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.

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Def - Fiscal Year
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.

  1. If set to "Yes", individual budget amounts can be edited for GL Accounts for the Budget.  

  2. 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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nameMore Actions - Global 3.0

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