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Entities Default Budget Versions Tabs - Standard Setup

Make the following menu selections to display this tab:

eFinancials—Setup—GL Setup—Entities—Default Budget Versions Tab or
ePO—Setup—Entities—Default Budget Versions Tab

Use the Default Budget Versions tab to add or edit the default budget version selections for the entity. The default is used for financial reporting for the entity. Associate one fiscal year with one budget version ID.

Effect of Global Policies

When the global policy Separate eFinancials and ePO Budgets is selected, two Default Budget Versions tabs will appear in eFinancials entities setup—one for eFinancials and one ePO.

When in ePO, however, you will only see one tab labeled Default Budget Versions - ePO.

Use the Fields list, below, to complete the appropriate tab(s).

Fields

Fiscal Year

Enter a fiscal year using the format yyyy.

Budget Version ID

Click the Lookup Button to display the Select Budget Version Tab and select a default budget version to use for financial reporting for this entity.

Delete

Use the Delete button to delete a fiscal year and budget version ID. Note that you are deleting only the fiscal year and budget version ID combination association with this entity.

Buttons

Cancel

Select this button when you want to stop without saving changes.

Save

Select this button to save changes.

See Also

Entities Tab

Budget Concepts and Processes

Setup Questions Default Budget Versions Tab