GL Budget Details
- Tom Williams
- Emma Greenwood
Software Version: 2023.04.28 and newer
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Filter Items | Description |
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Account Class |
The lookup contains a list of all GL Account Classes. |
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Budget | Used to select one or more Budgets to view details for. This is a multi-select lookup that is not required to return results. It defaults as blank, which implies ALL. This lookup contains the values in the GL Budgets Master File. |
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Fiscal Year |
The lookup contains a list of all Fiscal Years. |
Posting Type | Used to select one or more Posting Types. This is a multi-select lookup that is not required to return results. It defaults as blank, which implies ALL. This lookup contains the values in the GLAccountPostingType Enumeration Class.
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Fields | Description |
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Account Class |
Database Fields: ERPx_GLBudgetDetail.GLAccountSk, ERPx_GLAccountClass.ClassName, ERPx_GLAccount.AccountClassSK |
Budget |
Database Fields: ERPx_GLBudgetDetail.BudgetSK, ERPx_GLBudget.BudgetName |
Category |
Database Fields: ERPx_GLAccountClass.ClassName, ERPx_GLAccount.AccountClassSK |
Fiscal Year | Identifies the Fiscal Year the Budget applies to. This field is not editable from this page. Database Fields: ERPx_GLBudgetDetail.BudgetSK, ERPx_GLBudget.FiscalYearSK, ERPx_MFFiscalYear.FiscalYear |
GL Account |
Database Fields: ERPx_GLBudgetDetail.GLAccountSK, ERPx_GLAccount.AccountNumber |
GL Account Description |
Database Fields: ERPx_GLBudgetDetail.GLAccountSK, ERPx_GLAccount.Description |
GL Account: Description | Identifies the GL Account and GL Account Description in one field as [GL Account]: [GL Account Description]. This field is not editable from this page. |
Posting Type | Identifies whether the GL Account is an Income Statement Account or a Balance Sheet Account. This field comes from the 'Posting Type' field on the GL Accounts List View. This field is not editable from this page. Database Fields: ERPx_GLBudgetDetail.GLAccountSK, ERPx_GLAccount.PostingTypeEN |
Period 01 | Identifies the Budget Amount for 'Period 1' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 02 | Identifies the Budget Amount for 'Period 2' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 03 | Identifies the Budget Amount for 'Period 3' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 04 | Identifies the Budget Amount for 'Period 4' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 05 | Identifies the Budget Amount for 'Period 5' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 06 | Identifies the Budget Amount for 'Period 6' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 07 | Identifies the Budget Amount for 'Period 7' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 08 | Identifies the Budget Amount for 'Period 8' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 09 | Identifies the Budget Amount for 'Period 9' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 10 | Identifies the Budget Amount for 'Period 10' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 11 | Identifies the Budget Amount for 'Period 11' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 12 | Identifies the Budget Amount for 'Period 12' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. |
Period 13 | Identifies the Budget Amount for 'Period 13' for each GL Account. This is not required but if entered, Debit Budget Amounts must be entered as positive amounts and Credit Budget Amounts must be entered as negative amounts. This is only editable for a Budget when the Budget's 'Allow Edit' property is set to "Yes" on the GL Budget page. This is only applicable in Companies with a 13-period fiscal year. |
Segment 1 | Identifies the first part (segment) of the GL Account Format. It comes from the 'Number' column on the GL Account Format Record View. This field is never editable. Database Field: ERPx_GLAccountSegmentNumber.Number, ERPx_GLAccountFormat.SegmentSK |
Segment 2 | Identifies the second part (segment) of the GL Account Format. It comes from the 'Number' column on the GL Account Format Record View. This field is never editable. Database Field: ERPx_GLAccountSegmentNumber.Number, ERPx_GLAccountFormat.SegmentSK |
Segment 3 | Identifies the third part (segment) of the GL Account Format. It comes from the 'Number' column on the GL Account Format Record View. This field is never editable. Database Field: ERPx_GLAccountSegmentNumber.Number, ERPx_GLAccountFormat.SegmentSK |
Total | Identifies the total budget amount for all Periods (whether the Periods are displayed or not). This is a calculated field that is not editable and calculates totals differently for each GL Account Posting Type:
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