Budget Document Information - BDUPBD

This Budget Item Detail (BD) Budget Documents (BDUPBD) page provides a method to add comments associated with up to two background parts or groups. The text entered here can be used for any reporting purpose. The BD General Information (BDUPGN) can be used to define the default parts used on this page.

Main Window

Part Codes 1 & 2: First select a Ledger Code as this section will be customized to ledger selection. These fields may be defined with default codes within the BD General Information (BDUPGN) page, Budget Document Setup tab; or select the Part Code from the drop-down list to associate with the budget documents. Codes available for selection from the drop-down list are specific to the Ledger code selected, as defined in GL General Information (GLUPGN) page--part codes relevant to the Ledger Code's Org Key or Object. 
Part Value 1 & 2: First select a Ledger Code as this section will be customized to ledger selection. This field will accept any value – values are not validated on this page. However, if the budget is to be uploaded, the code values will need to exist in the ultimate destination ledger--or the distribution will fail. In the example above, a Fund code displays "10" and RESP code "200," which are two Org Key parts. The Key Parts are defined within the GL Organization Key Part (GLUPKP) page specifically for a given Ledger Code (GLUPGN). (Recall that Key Parts make up the Org Key and Object Group codes make up the Object. Objects are composed of Object Group parts. If the Budget Part Code field references an Object or Object Group Part code, those codes will be defined within the GL Object Groups (GLUPOG) page.
Ledger: Part Codes and Part Values are derived from Ledger Code placed in this field. Select the ledger first as this will impact the process of selecting Part Codes and Part Values. The display of Ledger Codes validates to the GL Information (GLUPGN) page.

Description Tab

Type: This field allows the user to differentiate between Text/Description entries associated to the Budget Document. The user may manually enter a Type code or utilize the values in the drop-down. Codes available for selection are defined in BD Codes under the Code ID of DESCTYPE, for Ledger @@ or for a specific Ledger. Entries of different types may be created for the same part values. For example, you may have a type "BUDG" for budget document and another type of "NOTE" for internal notes. "BUDG" type notes could then be used for external reporting of the budgets and "NOTE" type note could be included on report that would only be used by internal staff.
Description: Enter desired narrative information pertaining to the level 1- level 2- type combination. To insert a line break, press the <ENTER> key. To save text, press <SHIFT> <ENTER> key combination

Details Tab

Type: The code values available for selection from this drop-down list are defined in BD Codes under the Code ID of DTLTYPE but may be overwritten.
Description: Enter the title of description of the information defined in the amount columns.
Fiscal Year (1-3): The fiscal year will default from the values defined in the BD General Information page but may be overwritten.
Amount (1-3): Enter the amount information for the fiscal years previously defined. These amounts are strictly to be used for reporting purposes and are not used when doing budget checking in GL.

Comments Tab

Additional comments associated with the two parts specified in the main window. There is only one set of comments entered here – as opposed to the multiple comments of different "type" codes that can be entered on the Description tab.  To insert a line break, press the <ENTER> key. To save text, press <SHIFT> <ENTER> key combination.

Links

This page provides a link to the Budget Document Summary page that allows comments for additional background parts or groups.