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budget:utilities:massincreasedecreaseaccountcodes:approved
Approved- BUD6500
Budget > Utilities > Mass Increase/Decrease Account Codes > Approved
This tab is used to generate approved level budget simulations for selected accounts based on account values from either the last year closing, this year original budget, this year amended budget, this year actual, or the next year approved column from the Approved tab of the Budget Data Maintenance page. Each simulation can have multiple sequences. Each simulation sequence is performed in the order listed (e.g., The first sequence could affect the accounts within the mask of 199-XX-63XX-XX-X-XXXX by multiplying the This Yr Actual Amt column by 10% and populating the result in the Next Yr Approved column. The second sequence could affect the accounts within the mask of 199-XX-62XX-XX-X-XXXX by adding $200.00 to this year amended and populating the result in the Next Yr Approved column.). Each user can view only their simulations.
The option enables the user to create a simulation that provides a report of how accounts are affected but does not automatically update the selected accounts and amounts. Only when the user selects Budget Level Processing and processes the simulation are the accounts and amounts updated in the Next Yr Approved column.
Simulations are based on the user profile of the logged-on user. The payroll accounts can be included in the selection of accounts to be calculated on the simulation. However, if any accounts in the selection criteria are not available to the user on the user profile at the time the simulation is executed, those accounts are not included in the calculations.
Example 1: If your user profile only allows for access to 62XX accounts and you choose, as part of the criteria, to update all 6XXX accounts, only those accounts that met the 62XX criteria are reflected in the preview report when the simulation is executed. No 61XX, 63XX, 64XX, etc. are included in the calculations.
Mass increase/decrease account codes at the approved level:
| Field | Description |
|---|---|
| Simulation Name |
Type a name for a new simulation. The field can be a maximum of seven characters and is a required field. Or, type the name of an existing simulation, and click Retrieve.
To search for a specific simulation, click Directory. |
| Simulation Description |
Type a description for the simulation. The field can be a maximum of 30 characters. |
| Base Column |
Select a column on which to base the simulation calculations. This is a required field. |
| Round to Nearest Dollar Amount |
Select if all calculations are to be rounded during the simulation. If not selected, exact calculated amounts are displayed. |
| Cutoff Date |
The date that account updates are no longer allowed is displayed. |
❏ Click +Add to add a sequence row to the grid.
| Seq Nbr | The sequence row is automatically displayed. |
|---|---|
| Account Code |
The 20-character account code mask with all Xs is displayed. |
| Operator | Select the operator function (i.e., Multiply, Add, Equal or No Change) to be applied to the simulation. |
| Percent/Amount | Type the value the operator applies to the simulation.
Multiply - entered as a percentage value (e.g., 0.00000). When Multiply is selected, the percentage entered in this field is multiplied by the value of the selected column in the Base Column field. The result is used to update the Next Yr Approved column. |
❏ Click Save.
❏ Click Copy to copy the simulation. The copy from simulation window is displayed with a list of all saved simulations.
- Select an existing simulation name from the list.
- Click OK. The window is closed, and the copied simulation populates all the fields on the tab.
❏ Click Execute to execute the process. A Mass Increase/Decrease Budget Account Code Report is displayed. Review the report.
❏ Click Process to complete the simulation process.
❏ Click Cancel to return to the approved tab of the Mass Increase/Decrease Account Codes page.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
|---|---|
| Delete |
Click to delete the selected simulation. |
 |
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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budget/utilities/massincreasedecreaseaccountcodes/approved.txt · Last modified: 2020/09/30 15:37 by emoreno