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general:bud_acc_code_detail_quickentry

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general:bud_acc_code_detail_quickentry [2016/12/05 15:30] – emorenogeneral:bud_acc_code_detail_quickentry [2021/03/25 15:07] (current) – emoreno
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-Click {{:images:mag_edit.gif?13|}} to view any previously entered notes and other details for the associated account code. The Budget Data Details pop-window is displayed.\\  +Click {{:images:mag_edit.png?16|Spyglass Icon}} to view any previously entered notes and other details for the associated account code. The Budget Data Details pop-up window opens. The account code number and description are displayed at the top of the window.   
-  * The account code number and description are displayed at the top of the window.   +\\  \\ 
-  * The **Last Yr Closing Amt** field displays the amount of the account balance at the end of the previous fiscal year. When the budget is initialized, you can update this amount with either **This Yr Amend Budget** or **This Yr Actual Amt**, which would reflect the ending totals for the previous year.  +The **Last Yr Closing Amt** field displays the amount of the account balance at the end of the previous fiscal year. When the budget is initialized, you can update this amount with either **This Yr Amend Budget** or **This Yr Actual Amt**, which would reflect the ending totals for the previous year.  
-  * The **This Yr Original Budget** field displays the budget amount that was approved for the selected account during the current fiscal year.  +\\  \\ 
-  * The **This Yr Amend Budget** field displays the amended budget amount for the current fiscal year. When the next year budget is approved and initialized, this amount will be zero.  +The **This Yr Original Budget** field displays the budget amount that was approved for the selected account during the current fiscal year.  
-  * The **This Yr Actual Amt** field displays the amount expended for the current fiscal year. When the next year budget is approved and initialized, this amount will be zero.  +\\  \\ 
-  * The **School Year** field displays the current school year in the YYYY-YYYY format as entered on the District Budget Options table.   +The **This Yr Amend Budget** field displays the amended budget amount for the current fiscal year. When the next year budget is approved and initialized, this amount will be zero.  
-  * In the **Next Yr Requested** field, type the amount of the requested budget for the selected account code. If the selected account is locked, the field is display only and cannot be changed. +\\  \\ 
-  * The **Lock Flag** field displays the status of the selected account code.\\ **Notes**:   +The **This Yr Actual Amt** field displays the amount expended for the current fiscal year. When the next year budget is approved and initialized, this amount will be zero.  
-    * Use the Mass Lock/Unlock utility to lock or unlock the selected account. +\\  \\ 
-    * If the **Lock Flag** field is set to //Y//, the account amount and notes are locked to prevent any changes to the **Next Yr Requested** field. No changes can be made until the account code is unlocked. +The **School Year** field displays the current school year in the YYYY-YYYY format as entered on the District Budget Options table. 
-    * If the **Lock Flag** field is set to //N//, the account amount and notes are unlocked, and the **Next Yr Requested** field can be changed and notes added or modified. +\\  \\ 
-  * In the **Notes** field, type comments, additional justification, or instructions about this account code.\\ **Note**:  A limited portion of the note for each account is displayed on the BUD1000 - Budget Report by Fund and BUD1100 - Budget Report by Organization. If the content of the note exceeds the allotted space on the report, the remaining portion of the note will not display. For example, all uppercase W characters are approximately 70 character spaces, so only that many would display. If you use a majority of lowercase characters, more characters can be displayed. +In the **Next Yr Requested** field, type the amount of the requested budget for the selected account code. If the selected account is locked, the field is display only and cannot be changed. 
-  * Use the following buttons to view other details of other account codes: +\\  \\ 
-    * Click {{:images:pagenavnext.gif?15|}} to view the next account code +The **Lock Flag** field displays the status of the selected account code. 
-    * Click {{:images:pagenavprev.gif?15|}} to view the previous account code +\\    
-  * Click **OK** to save the changes and close the window. +<div indent> 
 +**Notes**:   
 +\\ 
 +Use the Mass Lock/Unlock utility to lock or unlock the selected account. 
 +\\  \\ 
 +If the **Lock Flag** field is set to //Y//, the account amount and notes are locked to prevent any changes to the **Next Yr Requested** field. No changes can be made until the account code is unlocked. 
 +\\  \\ 
 +If the **Lock Flag** field is set to //N//, the account amount and notes are unlocked, and the **Next Yr Requested** field can be changed and notes added or modified. 
 +\\  \\ 
 +In the **Notes** field, type comments, additional justification, or instructions about this account code. 
 +\\ \\  **Note**:  A limited portion of the note for each account is displayed on the BUD1000 - Budget Report by Fund and BUD1100 - Budget Report by Organization. If the content of the note exceeds the allotted space on the report, the remaining portion of the note will not display. For example, all uppercase W characters are approximately 70 character spaces, so only that many would display. If you use a majority of lowercase characters, more characters can be displayed. 
 +</div> 
 +Use the following buttons to view other details of other account codes: 
 +\\ 
 +<div indent> 
 +Click {{:images:pagenavnext.gif?15|Next Page Icon}} to view the next account code. 
 +\\ 
 +Click {{:images:pagenavprev.gif?15|Previous Page Icon}} to view the previous account code. 
 +\\ 
 +Click **OK** to save the changes and close the window.  
 +</div>
  
  
general/bud_acc_code_detail_quickentry.1480951810.txt.gz · Last modified: 2016/12/05 10:30 (external edit)

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