Combine all remaining budget information and assign specific monetary amounts to each budget area. Budget details attach to the lowest level of the budget structure. Define budgets according to the budget breakdown order defined on the Budget structures form (UMBSTR).
Follow these steps to define budget details.
Open the Budget codes and details form (UDBDET).
Query for the budget and year for which to define details. Datastream 7i displays a modified Budget codes and details form.
Period—Click to select the budget period.
Budget—Enter the budget amount for the first budget level.
Choose File | Save from the menu bar. Datastream 7i displays the budget amount in Calculated.
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Datastream 7i considers budgets "consistent" when the Calculated amount matches the Current amount. Enter a Budget amount less than the Current amount leaving free budget to spread out over the budget details as needed. |
Click to define the next level of detail for this entity. Datastream 7i displays the previous level information at the top of the form and the next level’s fields at the bottom of the form. Continue to click until you define all budget details for all entities defined on the Budget structures form (UMBSTR).
Click to return to a previous level. For example, if there are three locations, return to the second entity to define budget details after defining all details for the first location. Keep the budget details to an absolute minimum to reduce system calculation time. Create budget groups whenever possible.
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To create similar budget detail items, first create an initial budget detail item, and then choose File | Save from the menu bar. Click to create a partial copy of this budget detail. Datastream 7i displays an arrow next to the copied line item. Select the next Period, and then enter the new Budget amount. Datastream 7i creates an identical budget item with the new budget amount. |
Choose File | Save from the menu bar. Datastream 7i displays the budget amount in Calculated.