Atrieve Finance
Atrieve Finance
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Budget Preparation - Current

Current Budget

Step 1

Process budget variations to adjust Final Budget and create the current budget to be used by management. This populates the BUAN field in atrieve.

Notes

  1. What needs to happen when the budget transactions are viewed is that the total needs to reflect the balances minus the preliminary budget which can be identified by EDCP.
    When the final budget is created, the Preliminary budget field is transferred to the EDCP field, the current budget (AMENDED) becomes the Final Budget (BUOR and the amended Budget carries on from the Final (BUAN).
    As a result, the transactions that are listed need to be reduced by the Preliminary EDCP or the transaction eliminated. 

  2. The budget is a fixed format.

  3. All transaction types for budgets post to the Suspense account, if a batch is not balanced or if there are any invalid GL's. You can do a one-sided entry using Budget Transfer entry Method 2. You must specify a TO account and no FROM account. The type is always BT for Budget Transfer.