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

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Budget

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.

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