Performing Data Functions › Budgets Panels › Example 3: Updating a Budget

Example 3: Updating a Budget

The following example shows you how to update a budget amount for the EAST-COAST Division for Period 1. To update an existing Budget entry you must:

• Use the Budget Browse Criteria panel (shown on the next page) to specify the Budget entries for which you want a listing
• The Budget List panel appears. Position the cursor next to the entry you want to update and press Enter
• The Budget Entry panel for the selected entry appears
  • Mode is UPD (update)
  • Make your correction to the Budget Amount field
• Press F5 (Save)
• Press F3 (Exit) to continue with the next function you wish to perform

       ________________-
       |    Budgets    |
       |    Primary    |
       |>F11           |
     ________________- |
     | Budget Browse | |
     |    Criteria   |_|
     |>F2            |
   ________________- |
   |  Budget List  | |
   |or Expand List |--
   |>Enter         |
   ________________-
           |
           v
  ________________-
  |     Budget    |
  |      Entry    |
  |      Panel    |
  ________________-
  

While in UPD mode, it is not recommended that you change any Budget key(s):

• Version
• ORD Type
• Period Number
• Accounting level

If you do so, the updated record overwrites the original and you lose your audit trail.

Following the path outlined on page Example 3: Updating a Budget at the Budgets primary panel, indicate you want to perform a Browse by pressing F11. Next, fill in the Budget Browse Criteria panel as shown below.

 +- CBDBGT --- Budget Browse Criteria -------------+
 |      Panel  Exit  Help                           |
 | ________________________________________________ |
 |  Type browse criteria. Then Execute.             |
 |                                                  |
 |  Version  . . . . : PROD PROD                    |
 |                                                  |
 |  Period Number  . . 001 thru 001                 |
 |  ORD Type . . . . . ___                          |
 |  Charge Element . . ________________             |
 |  Qualifier  . . . . ________________             |
 |  DIVISION . . . . . EAST-COAST______             |
 |  DEPARTMENT . . . . ________________             |
 +________________________________________________--+

After pressing F2 (Execute), the following Budget List panel appears. Place the cursor next to the first entry and press Enter.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +- CBDBGTL ________________--- Budget List ________________---------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Select a budget entry. Then select an action.                          |
 |                                                                         |
 |  Version  . . . : PROD PROD        DIVISION . . . . : EAST-COAST        |
 |  Period Number  : 001 thru 001     DEPARTMENT . . . :                   |
 |  ORD Type . . . :                                                       |
 |  Charge Element :                                                       |
 |  Qualifier  . . :                                                       |
 |                                                                         |
 |                 Amount  Description   More: - + ____  Row 0001 of 0002  |
 |                                                                         |
 |   _           20000.00  MBJ-001                                         |
 |   _           20000.00  EAST-COAST-001                                  |
 |   _                                                                     |
 |                                                                         |
 |   Enter   F7=Bkwd   F8=Fwd   F11=Expand                                 |
 +________________________________________________________________---------+
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

The Budget Entry panel appears and indicates you are in UPD mode. You can now make the required changes as shown on the following panel.

On the panel below, we have changed the Budget Amount from 20000 to 15000.

  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  . . . . : UPD                  |
 |                                                     &TRIANGLE.                  |
 |  ORD Type . . . . ___              Period Number . 001                  |
 |  Charge Element . ________________ Budget Amount .      15000.00        |
 |  Qualifier  . . . ________________ Description . . MBJ-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

Once you have completed the update, press F5 (Save). You exit out by pressing F3 (Exit). As you exit out, you can view the result of your update on the Budget List panel.

 +-- CBDBGTL ________________-- Budget List ________________---------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Select a budget entry. Then select an action.                          |
 |                                                                         |
 |  Version  . . . : PROD PROD        DIVISION . . . . : EAST-COAST        |
 |  Period Number  : 001 thru 001     DEPARTMENT . . . :                   |
 |  ORD Type . . . :                                                       |
 |  Charge Element :                                                       |
 |  Qualifier  . . :                                                       |
 |                                                                         |
 |                 Amount  Description   More: - + ____  Row 0001 of 0001  |
 |                                                                         |
 |   _           15000.00  MBJ-001                                         |
 |   _           20000.00  EAST-COAST-001                                  |
 |   _                                                                     |
 |                                                                         |
 |   Enter   F7=Bkwd   F8=Fwd   F11=Expand                                 |
 +________________________________________________________________---------+