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Global Policies Setup - Budget Tab
Make the following menu selections to display the global
policies tabs:
eFinancials (or ePO)—Setup—Global Setup—Policies—Global Policies—Budget tab
Use this tab to set up and manage budget-related global
policies, including setting up separate budgets for eFinancials and ePO.
Note
Prior to setting up budget policies, you must have already
set up budget data for your general ledger. Refer to the Budgets
Tab for more information.
Fields
Pending POs reduce the remaining budget
This option defaults as checked. Accept this default
if you want the amount of any pending purchase orders subtracted from
the remaining budget.
Remove the checkmark if you do not want the amount
of any pending purchase orders subtracted from the remaining budget.
Open POs reduce the remaining budget
This option defaults as checked. Accept this default
if you want the amount of any open purchase orders subtracted from the
remaining budget.
Remove the checkmark if you do not want the amount
of any open purchase orders subtracted from the remaining budget.
Journal Entries
affect the budget
This option defaults to unchecked. Check this
policy to allow for Journal Entries to affect Budgets in both ePO and
eFinancials. With the policy checked:
Budget Graphs
display the Journal Entry data.
The Budget
Control Ledger Report includes the Journal Entry data.
The Check
Budget snap-in includes the JE amounts. In addition, regardless of
the policy setting, the snap-in displays the total Annual Budget.
Separate eFinancials/ePO
Budgets
The application allows a single budget for eFinancials
and ePO combined, or separate budgets.
This option defaults as unchecked. Accept this
default if you want a single, combined budget for eFinancials and ePO.
Remove the check mark to use separate budgets for
eFinancials and ePO. New options will appear.
Options
Note
If you select separate budgets, new options will appear
with some default selections checked. You may change these defaults, however
you must include Web POs/Invoices in budget calculations for eFinancials,
ePO, or both.
eFinancials Budget Calculations
Select Include
ePO POs/Invoices to include ePO purchase orders and invoices in
the eFinancials budget calculations. (Default: checked.)
Select Include
Web POs/Invoices to include imported purchase orders and invoices
in the eFinancials budget calculations. (Default: checked.)
ePO Budget Calculations
Select Include
eFin POs/Invoices to include eFinancials purchase orders and invoices
in the ePO budget calculations. (Default: unchecked.)
Select Include
Web POs/Invoices to include imported purchase orders and invoices
in the ePO budget calculations. (Default: checked.)
Cancel
Click to stop without saving changes.
Save
Click to save changes.
See Also
Effect
of Budget Policies
Budgets Overview
Purchase Order Overview
Global
Policies Introduction
Setup
Questions Budget