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Setup Questions Budget Versions Tab

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each budget version you want to add. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each budget version you want to add.

Entity Company

What EntityCompany am I setting up a budget version for?

Enter an ID: _____________________________________

Questions for Budget Versions Tab

Budget Version ID

What ID do I want to use for this budget version?

Enter an ID: _____________________________________

Description

What description do I want to use for this budget version?

Enter a description: _______________________________

Year

What year is this budget version for?

Enter a year: ____________________________________

Set as default Budget Version?

Do I want to set this budget version as the default version for this EntityCompany?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Create budget detail records?

Do I want to create budget detail records? If so, three other fields display.

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Based on Actual or Budget Data?

Do I want the detail records based on actual or budget data? This field only displays if you select to create budget detail records.

Circle one: Actual or Budget.

Selected Year

What year are these detail records for? This field only displays if you select to create budget detail records.

Enter a year: ____________________________________

Budget Version

What is the budget version for the detail records? This field only displays if you select to create budget detail records.

Enter the budget version: __________________________

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