Position - BDUPDAPB
Account: A General Ledger (GL) account must be keyed into this field. Optionally, if the Job Ledger (JL) module is used and this transaction relates to an account in the JL, enter a JL account number. For ease of use, this field supports a variety of methods of data entry including the Quick and Fully Qualified Account methods of specifying both the GL Account and/or the JL Account. The format of the account control is dictated by the ledger's setup on the GL General Information (GLUPGN) page, Presentation tab.
To look up a ledger code or account part (key, object, etc.), place the cursor in the field and press Ctrl+L key combination, or click the ellipsis (…) button, and select "Lookup xx" where xx is the field the cursor is placed.
When clicking the ellipsis button, a drop-down box (displayed above) appears with options to alter the structure of the Account # field by selecting the following:
XX Org Key-Object or Fully Qualified (where XX=ledger code) Select this option or press Ctrl+K to display the ledger's organization key and object code input format. Use Ctrl+U to display the fully qualified account string format.
XX Quick (where XX=ledger code) The Ctrl+Q option allows changes to the display and the lookup to accommodate quick key entry for account numbers that have been defined in the GL Quick Account Numbers (GLUPQU) page.
Show Ledger Selecting this option shows the ledger code field in the account field, to identify or change the ledger.
Show Work Order Selecting this option displays the Work Order field. The Work Order number must exist in the Work Order module, if the "Validate Work Order" box is checked on the GL General Information page, Presentation tab.
Fiscal Year: The fiscal year for which this entry will be budgeted. Select from the drop-down list or enter as "CCYY" century and year.
Month: If this field is left blank, the system will treat this as an annual budget figure. If this is a monthly budgeted entry, enter the specific month. The month is indicated as the fiscal month (i.e., July = 01, January = 06, June = 12, etc.), as defined in GLUPGN, Calendar tab. For a list of valid months, click on the combo-box to the right of the field or press the Ctrl+L key combination.
Key/Object Totals: The system-derived running total of the particular key-object combination will appear in this field.
Version: Select one of the named budget versions. Codes available for selection are defined in either GLUPGN or, a version specifically for use in BD, defined on BD Codes under a Code ID of VERS. The version selected will be used in the BD subsystem until the records are upload.
Details Tab
Reference: Enter the reference number for the budget item, or have the system automatically generate a unique reference number by selecting the "Auto" option from the "…" button or by pressing the Ctrl+T key combination. Auto seed values available for selection are defined by NU Common Codes Category/Value SYNO/BDPOSB.
Description: A short description of the budget entry.
Priority: In this field, prioritize items that are being budgeted for. For instance:
01: Highest priority (must have).
02: Medium priority (would like to have).
03: Low priority (wish list).
Package: Select the package name to link related items within the same account or items defined on other BD category pages. For example, you may have three different positions and they may all fall under the same package. Codes available for selection are defined on the BD Package Details (BDUPDAPK) page.
Model: Select the Model, if applicable. Codes available for selection are defined in BD Position Budgeting Codes page – this Position Budgeting Codes page is accessed by a link in the side options menu.
The codes available for selection in the drop-down list of the fields following "Model" are derived from Model selected and the codes that have been defined for that Model ID.
For more information, click on the link to open the BD Position Budgeting Codes page and then click on Help.
Position: Positions available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Employee ID: Employee IDs available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Bargaining Unit: Bargaining Units available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Job Number: Job Code numbers available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Department: Departments available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Location: Location codes available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Salary Table: Salary Table codes available for selection in the drop-down list are derived from those defined for the active Model ID selected in the Model field.
Salary: Enter the Salary amount being budgeted
Fringe Amount: Enter the Fringe benefits amount budgeted.
Budget Amount: The system-generated dollar amount to be budgeted for this particular item. This value represents the sum of the Salary and Fringe fields.
Cutoff Date: Date after which this account will not accept modifications. This date field is populated by running the BD Set Cutoff Date (BDUTSC) utility.
Comments Tab
By clicking this tab, you will be provided with an additional page for entering comments or a longer narrative related to the position budgeting details. To insert a line break, press the <ENTER> key. To save text, press <SHIFT> <ENTER> key combination.
Links
Convenience links to other Budget Item Detail pages are available under Links on the side options menu.