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Setup Questions for Budgets Global Policies

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Instructions

1. Print this topic. 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. Circle your answer, and then 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. Send a copy of your completed questionnaire to AMSI Support.
6. Use your answers to set up the system.

Questions for Budget Global Policies

Pending POs reduce the remaining budget

Do I want to reduce the remaining budget by pending purchase orders?

Circle one: Yes or No.

On the screen:

—If yes, accept the default of checked.

—If no, remove the check mark.

Open POs reduce the current period's budget

Do I want to reduce the budget for the current period by open purchase orders?

Circle one: Yes or No.

On the screen:

—If yes, accept the default of checked.

—If no, remove the check mark.

Journal Entries affect the budget

Do I want Journal Entries to affect the budget? Refer to Budget tab for more information.

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of unchecked.

eFinancials Budget Calculations

Do I want to Include ePO POs/Invoices and/or Include Web POs/Invoices in eFinancials Budget Calculations?

On the screen:

—If yes, add a check mark to include.

—If no, remove any check mark to exclude.

Refer to Effect of Global Polices for more information.

ePO Budget Calculations

Do I want to Include eFinancials POs/Invoices and/or Include Web POs/Invoices in ePO Budget Calculations?

On the screen:

—If yes, add a check mark to include.

—If no, remove any check mark to exclude.

Refer to Effect of Global Polices for more information.

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Budgets Effect of Global Policies