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budget:utilities:massincreasedecreaseaccountcodes:approved

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budget:utilities:massincreasedecreaseaccountcodes:approved [2016/12/13 16:38] – created emorenobudget:utilities:massincreasedecreaseaccountcodes:approved [2020/09/30 15:37] (current) – emoreno
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 //**Budget > Utilities > Mass Increase/Decrease Account Codes > Approved**// //**Budget > Utilities > Mass Increase/Decrease Account Codes > Approved**//
  
-<WRAP round intro>The Approved 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 the this year amended and populating the result in the Next Yr Approved column.). Each user can view only their simulations.+<WRAP round intro>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. 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.
-Note:  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:  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.+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. 
 </WRAP> </WRAP>
  
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 ^Cutoff Date|{{page>general:budgetcutoffdate}}| ^Cutoff Date|{{page>general:budgetcutoffdate}}|
  
-Click **+Add** to add a sequence row to the grid. +VCV Click **+Add** to add a sequence row to the grid.  
 ^Seq Nbr|The sequence row is automatically displayed.|  ^Seq Nbr|The sequence row is automatically displayed.| 
 ^Account Code|{{page>general:budgetmassincreasedecrease:accountcode}}| ^Account Code|{{page>general:budgetmassincreasedecrease:accountcode}}|
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 ^Percent/Amount|Type the value the operator applies to the simulation.{{page>general:budgetpercentamountfield}}| ^Percent/Amount|Type the value the operator applies to the simulation.{{page>general:budgetpercentamountfield}}|
  
-Click **Save**.+VCV Click **Save**.
  
-Click **Copy**. The copy from simulation dialog box is displayed with a list of all saved simulations. +{{page>general:budget_copy_simulation}}
-Select an existing simulation name from the list and click **OK**. The Directory is closed, and the copied simulation populates all the fields on the tab.+
  
-^Execute|Click to execute the process. A Mass Increase/Decrease Budget Account Code Report is displayed.|++Review the report.|{{page>general:printreport}}++|+VCV Click **Execute** to execute the process. A Mass Increase/Decrease Budget Account Code Report is displayed. [[general:printreport|Review the report.]]
  
-^Process|Click to complete the simulation process.| +VCV Click **Process** to complete the simulation process. 
-^Cancel|Click to return to the Requested tab of the Mass Increase/Decrease Account Codes page.|+ 
 +VCV Click **Cancel** to return to the approved tab of the Mass Increase/Decrease Account Codes page.
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Delete|Click to delete the selected simulation.| +^Retrieve|{{page>general:retrieve}}|  
-^{{:images:trash_delete.gif?15}}|++Delete a row.|{{page>general:deletearow}}++| +^Delete|{{page>general:budget_delete_simulation}}| 
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++| +^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}| 
    
  
budget/utilities/massincreasedecreaseaccountcodes/approved.1481647120.txt.gz · Last modified: 2016/12/13 11:38 (external edit)

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