This activity is used to create a distribution of budget year amounts to period amounts.
Before creating a distribution of budget amounts, the following must have been completed:
As a result of the activity, the year amounts are distributed over the periods and value type is changed to Allocated.
Open Budget Year Amount and find the budget version. The window is divided into two parts. The budget version is displayed in the first part and must have an Active status. All existing budget values are displayed with the value type indicating how the value was created. In the second part of the window, the annual budget values are entered by code string. The code string cannot be changed. Instead, you must delete the row and enter a new code string.
Budget values can be of the following types:
You can work with all types of budget values in Budget Year Amount. If a budget value of the Period values or Allocated type is changed, the period budget value for the current code string is automatically deleted. The type is then changed to Not allocated.
Annual total amounts for code strings are entered in an annual budget. Distribution by period is controlled by specifying allocation keys or period intervals for budget values. Distribution is implemented by using either the Allocate All Year Values or Allocate Unallocated Year Values operations.
The Allocate All Year Values operation is used to distribute all annual values according to allocation keys or period intervals for individual periods. If no allocation key or period interval is entered, the budget value is distributed evenly over the accounting periods, i.e., the budget value divided by the number of periods in the accounting year. If the total amounts over all the periods do not tally with the budget amount, the amount for the last period is rounded off. This option is implemented simultaneously for all budget values entered that have not been distributed over the current accounting periods. The budget values entered in Budget Year Amount must be distributed to periods before they can be used for comparison in accounting.
The Allocate Unallocated Year Values operation is used to distribute the annual values newly entered in the annual budget. Allocate Unallocated Year Values uses a specified allocation key or a specified period interval for the distribution of each budget value entered. If no allocation key or period interval is entered, the budget value is distributed evenly over the accounting periods. If the total of the amounts over all the periods does not tally with the budget amount, the amount for the last period is rounded off. This option is implemented only for the budget values entered that have not been distributed over the current accounting periods. The budget values entered in Budget Year Amount must be distributed to periods before they can be used for comparison in accounting.
The Display Period Values operation is used to display the period values for the budget. Mark one or several lines in Budget Year Amount, then select the Display Period Values operation.