Example 2: Defining a Budget for an Accounting Level

Performing Data Functions › Budgets Panels › Example 2: Defining a Budget for an Accounting Level

Example 2: Defining a Budget for an Accounting Level

The following panel shows you how to create a budget for the East Coast Division. We want to define this budget for six periods: 1 - 6, with each period's budget as $20,000.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +-- CBDBGTE ________________-- Budget Entry ________________--------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Type information. Then select an action.                               |
 |                                                                         |
 |  Version  . . . : PROD PROD        Mode  . . . . : INS                  |
 |                                                                         |
 |  ORD Type . . . . ___              Period Number . 001                  |
 |  Charge Element . ________________ Budget Amount .      20000.00        |
 |  Qualifier  . . . ________________ Description . . EAST-COAST-001       |
 |  DIVISION . . . . EAST COAST______                                      |
 |  DEPARTMENT . . .  _______________                                      |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |   F5=Save   F6=Delete                                                   |
 +________________________________________________________________---------+
 
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

After completing the entry:

Press F5 (Save)
Wait until the informational message tells you the record is inserted
Change the Period Number to 2
Revise the Description to EAST-COAST-002
Press F5 (Save)

You continue in this manner: entering and saving data, until you have entered your budget figures for all six periods. If you have no further entries to create, exit out using F3 (Exit).