Setup - BU

• Define a ledger's budget structure on GLUPGN, Budget tab. A report (GLREFLGN) can be run showing the ledger definition of each tab on this page.
• Set up budget control methods.
• Optionally, enable budget logging.
• Common codes:
  • SYNO/BUID – Automatically assign a budget reference to each new budget adjustment created.
  • BURS/xxxx – Define a custom list of reason codes for creating/editing budget.
  • BURS/CHECK – Enforce the use of the budget reason code.
  • BUFT/xx – Define a custom list of Fund Type codes for creating/editing budgets within GLBUBAxx.
  • BUFT/CHECK – Enforce the use of the fund type code with a warning or block.
  • GLDS/SORT – Sorting options for FQA Budget Checking – To sort posting records by either FQA or FQA KEY, in order to group them together more efficiently for budget checking purposes.
  • GLBU/APPROVE – Budget Set Approvals – Set up this common code to enable Budget Set Approvals. A Workflow model to change the post states from "BE" to "AP" will also be required.
  • GLBU/ACTIVE – If this common code exists (and short description is not OFF (not case-sensitive)), then when a new GLBA-BUDACT-MSTR record is created for an actual or EN, it will set the budget status to "A" for active.
  • GLBU/BALTYPE – Reverse the "normal" balance type of Budget batches.
  • GLBU/BATCHID – BatchID Lock – This common code forces a Batch ID to be locked (users cannot make changes) when a budget batch is created. If the short description of this code is left blank, the batch file name is locked as the Batch ID.
  • GLBU/BUDGDT – Budget Change Reference Date – If this common code exists, the calculation date will be the Budget Change Reference Date when distributing Budget Model batches.
  • GLBU/COPYAC – Derive Budgets from Actuals.
  • GLBU/DELIM – Budget Update Account Format Delimiters and Control Keys – When this common code exists, the account in the input file should be in the input format specified on the Presentation tab of GLUPGN. The first character of the short description of this code specifies the delimiter that is to be used by GLBUCF in separating the formatted account from the budget amount(s).
  • GLBU/CFCHAR – Enables use of a special character within GLBUCF's file.
  • GLBU/DATEFY – Budget Logging Dates – This common code affects the way GL budgets are posted to the budget logging table (glc_budg_dtl). If this common code has "NOLIMIT" in the short description, it will not restrict the budget change dates (the budget change date does not have to be within the fiscal year that is being posted to).
  • GLBU/DTLIMIT – Budget Batch Date Limits – This common code allows the user to define allowable valid dates to be used in budget batches.
  • GLBU/FYLIMIT – Budget Batch Fiscal Year Limits – This common code allows the user to define allowable Fiscal Year ranges to be used in budget Sets.
  • GLBU/GL470 – Display "CR" or "DR" within budget batch proof reports. Type "PRINTDRCR" within the code's 1st Associated Codes field to affect standard set proofs.
  • GLBU/NEXTYEAR – Default to Next Year Budget – You can look at next year's budgets whether or not you have this common code defined, but if you do have this common code defined, GLBUUP and GLUTAC will default to looking at next year's data.
  • GLBU/MONTHLY – Use this common code to post the monthly budget's adjustment only to the period for which the adjustment is being made. Use "Y" or "N" as default for store monthly figure flag when processing budget batches (GLBUBADS).
  • GLBU/SHOWCNTL – GL Budget Update Show Control – Determines whether the GL Control keys will be accessible. The short description may be set to "ON" or to "OFF." The default setting is ON. When the short description is set to OFF, the GL Control keys will not be accessible and will not be seen when budgets are browsed.
  • GLBU/xxOBJyyy – Override the Budget Set's Normal Balance Definition (GLBUBAxx pages)
  • GLJE/BUDGET – Setup for default budget posting information used by GLJEUB with "Hit Budgets" is selected. The definition will populate the Contract No. field on GLJEUB.

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