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AC20.1 - Life Only Budget
**Form Purpose
Use Life Only Budget (AC20.1) to define and maintain a life only budget. The
life only budget designates the total budgeted amount for the duration of the
activity group, including the budget for all individual activities included in
the activity group. You can define a budget for amounts and units and
calculate values using a factor or rate. Activity group budgets are stored in
base currency and optionally Report 1 and Report 2 currencies. Activity budges
are stored in base currency, Report 1 and Report 2 currencies, and also in the
budget currency. Budget amounts are stored in the activity group base
currency. You can define the budget by either activity group, which includes
all activities in the group; or by activity group, specific activity, and
account category.
You can define as many budgets as necessary, but can only have one active
budget.
You can define budget edits, make changes to this budget, or lock this budget
to prevent it from being changed. List budget information defined using the
AC20 budget forms using Budget Listing (AC220). Report on the variance between
activity budgets and actuals or between two budgets using Budget Variance
Report (AC420).
Use AC21 (Budget Change Orders) to change a budget and provide an audit trail
of your changes.
Note You do not have to enter an amount, factor, rate, and units. If you
define only two values, the system calculates the third. For example, Amount =
Rate multiplied by (*) Units.
Updated Files
ACACTGRP - Updates this file with the active budget for the activity
group.
ACBUDDTL - This is one of the primary files maintained by this program.
Maintains annual budget and previous years budget balances for
activity and activity group
budgets.
ACBUDHDR - This is one of the primary files maintained by this program.
Maintains budget header information and total budget balance
for the activity or activity
group budget.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCONSOL - References this file to validate last year's actuals on file
for the activity group for budget action code Copy Last Year's
Actuals.
ACCUAMT - This file is accessed by a common routine used by this
program.
ACGLCONSL -
ACGLMAST -
ACMASTER - This file is accessed by a common routine used by this
program.
ACSUMBAL -
ACTOTBAL -
ADDRDATA -
RATOTALS - This file is accessed by a common routine used by this
program.
ULTOTALS - This file is accessed by a common routine used by this
program.
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity group or activity.
ACACTIVITY - Validates the activity and identifies the active budget.
ACBILL -
ACCATGRP -
ACCATGRPX -
ACCATSUM -
ACCATSUMX -
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCMPPARAM -
ACCNTRACT -
ACCOMMIT - This file is accessed by a common routine used by this
program.
ACPERCCMPL - This file is accessed by a common routine used by this
program.
ACPOOLHDR -
ACRANGEDTL -
ACRETAIN -
ACSTATUS - Validates that the activity allows budgeting
ACTOTALS -
CMPUTE - References this file to validate that the compute exists in
the Lawson Report Writer system.
CUCODES -
CUCONV - This file is accessed by a common routine used by this
program.
CURELAT - This file is accessed by a common routine used by this
program.
FBFACTOR - References this file to validate the factor code.
GLADDRESS - This file is accessed by a common routine used by this
program.
GLCGCPY - References this file to validate that the company group exists
in the Lawson General Ledger system.
GLCHART - This file is accessed by a common routine used by this
program.
GLCHARTDTL - This file is accessed by a common routine used by this
program.
GLCHARTSUM - This file is accessed by a common routine used by this
program.
GLCPYGRP - This file is accessed by a common routine used by this
program.
GLMASTER - References this file to validate last year's actuals on file
for the account for budget action code Copy Last Year's
Actuals.
GLNAMES - References this file to validate the accounting unit in the
Lawson General ledger system.
GLSYSTEM - References this file to validate that the company exists in
the Lawson General Ledger system.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - References this file to validate the list.
MXLISTMBR - References this file to validate list members.
RWGRPDET - References this file to validate that the account group exists
in the Lawson General Ledger system.
RWROWDET - References this file to validate that the account group exists
in the Lawson General Ledger system.
ULPOST - This file is accessed by a common routine used by this
program.
AC20.2 - Annual Budget
**Form Purpose
Use Annual Budget (AC20.2) to define and maintain budgets annually. You can
define annual budgets for an entire activity group, including all activities;
or for an activity group, specific activity, and account category. You must
define at least one amount, factor, rate, or unit for each year. Period
amounts are calculated automatically based on the annual amount entered.
You can define as many budgets as necessary, but can only have one active
budget.
You can define budget edits, make changes to this budget, or lock this budget
to prevent it from being changed. List budget information defined using the
AC20 budget forms using Budget Listing (AC220). Report on the variance between
activity budgets and actuals or between two budgets using Budget Variance
Report (AC420)
Use AC21 (Budget Change Orders) to change a budget and provide an audit trail
of your changes.
Note You do not have to enter an amount, factor, rate, and units. If you
define only two values, the system calculates the third. For example, Amount =
Rate multiplied by (*) Units.
Note The budget must be within the activity group or activity date range. For
example, if the group is only for 2002, you can't define a budget for 2003.
**Processing Effect
If the Budget line has two values, the program calculates the third using the
formula:
Amount = Rate * Units.
If the budget has all three values, the program recalculates the amount as
Rate * Units and rounds the amount and units.
In the Budget field, you can select Attachments and define URL links or
comments.
Updated Files
ACACTGRP - This file holds the total of the active amount (not unit)
budgets for all activities within the activity group.
ACBUDDTL - This is one of the primary files maintained by this program.
Maintains annual budget and future years budget balances for
activity budgets.
ACBUDHDR - This is one of the primary files maintained by this program.
Maintains budget header information and total budget balance
for the activity budget.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCONSOL - This is one of the primary files maintained by this program.
Maintains annual budget and future years' budget consolidation
balances for activity budgets.
ACCUAMT - This file is maintained by this program for budgets with a
non-base currency. Maintains annual budget and future years
budget balances for activity and activity group budgets.
ACGLCONSL -
ACGLMAST -
ACMASTER - References this file to validate last year's actuals on file
for the activity for budget action code Copy Last Year's
Actuals.
ACSUMBAL -
ACTOTBAL -
ADDRDATA -
RATOTALS - This file is accessed by a common routine used by this
program.
ULTOTALS - This file is accessed by a common routine used by this
program.
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity group or activity.
ACACTIVITY - References this file to validate the activity and identify the
active budget.
ACBILL -
ACCALX - References this file to ensure that calendar records exist for
the full date range defined on the budget header.
ACCATGRP -
ACCATGRPX -
ACCATSUM -
ACCATSUMX -
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCMPPARAM -
ACCNTRACT -
ACCOMMIT - This file is accessed by a common routine used by this
program.
ACPERCCMPL - This file is accessed by a common routine used by this
program.
ACPOOLHDR -
ACRANGEDTL -
ACRETAIN -
ACSPREAD - References this file to validate the spread code and compute
the spread amounts.
ACSPREADX - References this file to calculate the spread code period
amounts.
ACSTATUS - Validates that the activity allows budgeting
ACTOTALS -
CMPUTE - References this file to validate that the compute exists in
the Lawson Report Writer system.
CUCODES -
CUCONV - This file is accessed by a common routine used by this
program.
CURELAT - This file is accessed by a common routine used by this
program.
FBFACTOR - References this file to validate the factor code.
GLADDRESS - This file is accessed by a common routine used by this
program.
GLCGCPY - References this file to validate that the company group exists
in the Lawson General Ledger system.
GLCHART - This file is accessed by a common routine used by this
program.
GLCHARTDTL - This file is accessed by a common routine used by this
program.
GLCHARTSUM - This file is accessed by a common routine used by this
program.
GLCPYGRP - This file is accessed by a common routine used by this
program.
GLMASTER - References this file to validate last year's actuals on file
for the account for budget action code Copy Last Year's
Actuals.
GLNAMES - References this file to validate the accounting unit in the
Lawson General Ledger system.
GLSYSTEM - References this file to validate that the company exists in
the Lawson General Ledger system.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - References this file to validate the list.
MXLISTMBR - References this file to validate the accounting unit list.
RWGRPDET - References this file to validate that the account group exists
in the Lawson General Ledger system.
RWROWDET - References this file to validate that the account group exists
in the Lawson General Ledger system.
ULPOST - This file is accessed by a common routine used by this
program.
AC20.3 - Period Budget
**Form Purpose
Use Period Budget (AC20.3) to define a period budget. Period budgets
designate the budgeted amounts and units for each period in the calendar. You
can define a period budget by activity or activity group. Annual budget
amounts are automatically calculated based on the period amount entered.
You can define budget edits, make changes to this budget, or lock this budget
to prevent it from being changed. List budget information defined using the
AC20 budget forms using Budget Listing (AC220). Report on the variance between
activity budgets and actuals or between two budgets using Budget Variance
Report (AC420)
**Processing Effect
If the Budget line has two values, the program calculates the third using the
formula:
Amount = Rate * Units.
If the budget has all three values, the program recalculates the amount as
Rate * Units and rounds the amount and units.
In the Budget field, you can select Attachments and define URL links or
comments.
**More Information
Use the Multi Year Spread action to spread the budget amount evenly through
all periods and years of a budget. To create a Multi Year Spread budget, enter
the detail information in the detail line, and leave the Year and Period
blank. When using this action, the Compute, Parameter, and Spread Code fields
must also be blank.
Use AC21 (Budget Change Orders) to change a budget and provide an audit trail
of your changes.
Updated Files
ACACTGRP - Maintains the budget balance of all of the activity group's
active activity amount budgets.
ACBUDDTL - This is one of the primary files maintained by this program.
Maintains annual budget and previous years budget balances for
an activity.
ACBUDHDR - This is one of the primary files maintained by this program.
Maintains budget header information and total budget balance
for the activity.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCONSOL - This is one of the primary files maintained by this program.
Maintains annual budget and future years' budget consolidation
balances for an activity.
ACCUAMT - This file is maintained by this program for budgets with a
non-base currency. Maintains annual budget and previous years
budget balances for the activity.
ACGLCONSL -
ACGLMAST -
ACMASTER - This file is accessed by a common routine used by this
program.
ACSUMBAL -
ACTOTBAL -
ADDRDATA -
RATOTALS - This file is accessed by a common routine used by this
program.
ULTOTALS - This file is accessed by a common routine used by this
program.
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate account category assignment
for the activity.
ACACTIVITY - References this file to validate the activity.
ACBILL -
ACCATGRP -
ACCATGRPX -
ACCATSUM -
ACCATSUMX -
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCMPPARAM -
ACCNTRACT -
ACCOMMIT - This file is accessed by a common routine used by this
program.
ACPERCCMPL - This file is accessed by a common routine used by this
program.
ACPOOLHDR -
ACRANGEDTL -
ACRETAIN -
ACSPREAD - References this file to validate the spread code.
ACSPREADX - References this file to retrieve the spread code percents.
ACSTATUS - References this file to validate that the status is valid for
budgeting.
ACTOTALS -
CMPUTE - References this file to validate the compute.
CUCODES - References this file to determine if the currency code.
CUCONV - This file is accessed by a common routine used by this
program.
CURELAT - This file is accessed by a common routine used by this
program.
FBFACTOR - References this file to validate the factor code.
GLADDRESS - This file is accessed by a common routine used by this
program.
GLCGCPY - This file is accessed by a common routine used by this
program.
GLCHART - This file is accessed by a common routine used by this
program.
GLCHARTDTL - This file is accessed by a common routine used by this
program.
GLCHARTSUM - This file is accessed by a common routine used by this
program.
GLCPYGRP - This file is accessed by a common routine used by this
program.
GLMASTER - This file is accessed by a common routine used by this
program.
GLNAMES - This file is accessed by a common routine used by this
program.
GLSYSTEM - This file is accessed by a common routine used by this
program.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - References this file to validate the list.
MXLISTMBR - References this file to validate the list detail.
RWGRPDET - This file is accessed by a common routine used by this
program.
RWROWDET - This file is accessed by a common routine used by this
program.
ULPOST - This file is accessed by a common routine used by this
program.
AC20.4 - Activity Budgets by Activity
**Form Purpose
Use Activity Budgets By Activity (AC20.4) to define and maintain activity
budgets by activity. For each account category of the activity, you can add,
change, or delete the budget amount, factor, rate, or units. You can define a
budget with amount values only, unit values only, or amount, rate, and units.
**Processing Effect
If the Budget line has two values, the program calculates the third using the
formula:
Amount = Rate * Units.
If the budget has all three values, the program recalculates the amount as
Rate * Units and rounds the amount and units.
In the Budget field, you can select Attachments and define URL links or
comments.
**More Information
Use the Multi Year Spread action to spread the budget amount evenly through
all periods and years of a budget. To create a Multi Year Spread budget, enter
the detail information in the detail line, and leave the Year and Period
blank. When using this action, the Compute, Parameter, and Spread Code fields
must also be blank.
Use AC21 (Budget Change Orders) to change a budget and provide an audit trail
of your changes.
Updated Files
ACACTGRP - The budget balance is maintained on this file for all of the
activity group's active activity amount budgets.
ACBUDDTL - This is one of the primary files maintained by this program.
Maintains annual budget and previous years budget balances for
activity budgets.
ACBUDHDR - This is one of the primary files maintained by this program.
Maintains header information and total budget balance for the
activity budget.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCONSOL - This is one of the primary files maintained by this program.
Maintains annual budget and future years' budget consolidation
balances for activity budgets.
ACCUAMT - This file is maintained by this program for budgets with a
non-base currency. Maintains annual budget and previous years
budget balances for activity.
ACGLCONSL -
ACGLMAST -
ACMASTER - This file is accessed by a common routine used by this
program.
ACSUMBAL -
ACTOTBAL -
ADDRDATA -
RATOTALS - This file is accessed by a common routine used by this
program.
ULTOTALS - This file is accessed by a common routine used by this
program.
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity.
ACACTIVITY - References this file to validate the activity.
ACBILL -
ACCALX - References this file to validate years and periods defined for
the calendar.
ACCATGRP -
ACCATGRPX -
ACCATSUM -
ACCATSUMX -
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCMPPARAM -
ACCNTRACT -
ACCOMMIT - This file is accessed by a common routine used by this
program.
ACPERCCMPL - This file is accessed by a common routine used by this
program.
ACPOOLHDR -
ACRANGEDTL -
ACRETAIN -
ACSPREAD - References this file to validate the spread code.
ACSPREADX - References this file to retrieve the percents for each period.
ACSTATUS - References this file to determine if the activity is in a
budget status.
ACTOTALS -
CMPUTE - References this file to validate the compute.
CUCODES -
CUCONV - This file is accessed by a common routine used by this
program.
CURELAT - This file is accessed by a common routine used by this
program.
FBFACTOR - References this file to validate the factor code.
GLADDRESS - This file is accessed by a common routine used by this
program.
GLCGCPY - This file is accessed by a common routine used by this
program.
GLCHART - This file is accessed by a common routine used by this
program.
GLCHARTDTL - This file is accessed by a common routine used by this
program.
GLCHARTSUM - This file is accessed by a common routine used by this
program.
GLCPYGRP - This file is accessed by a common routine used by this
program.
GLMASTER - This file is accessed by a common routine used by this
program.
GLNAMES - This file is accessed by a common routine used by this
program.
GLSYSTEM - This file is accessed by a common routine used by this
program.
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR - This file is accessed by a common routine used by this
program.
MXLISTMBR - This file is accessed by a common routine used by this
program.
RWGRPDET - This file is accessed by a common routine used by this
program.
RWROWDET - This file is accessed by a common routine used by this
program.
ULPOST - This file is accessed by a common routine used by this
program.
AC20.5 - Activity Budgets by Account Category
**Form Purpose
Use Activity Budgets By Account Category (AC20.5) to define and maintain
activity budgets by account category. For each account category you select,
you can add, change, or delete the activity budget amount, factor, rate, or
units. You can define a budget with amount values only, unit values only, or
amount, rate, and units.
**Processing Effect
If the Budget line has two values, the program calculates the third using the
formula: Amount = Rate * Units.
If the budget has all three values, the program recalculates the amount as
Rate * Units and rounds the amount and units.
In the Budget field, you can select Attachments and define URL links or
comments.
**More Information
Use the Multi Year Spread action to spread the budget amount evenly through
all periods and years of a budget. To create a Multi Year Spread budget, enter
the detail information in the detail line, and leave the Year and Period
blank. When using this action, the Compute, Parameter, and Spread Code fields
must also be blank.
Use AC21 (Budget Change Orders) to change a budget and provide an audit trail
of your changes.
Updated Files
ACACTGRP - This file is accessed by a common routine used by this
program.
ACBUDDTL - Deletes annual budget records on a Delete action.
ACBUDHDR - This is the primary file maintained by this program. Maintains
budget header information.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCONSOL - Deletes annual budget consolidation records on a Delete
action.
ACCUAMT - Deletes the non-base currency annual budget records on a
Delete action.
ACGLCONSL -
ACGLMAST -
ACMASTER -
ACSUMBAL -
ACTOTBAL -
ADDRDATA -
RATOTALS -
ULTOTALS -
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX -
ACACTIVITY - Updates this file with the active budget for the activity.
ACBILL -
ACCALX -
ACCATGRP -
ACCATGRPX -
ACCATSUM -
ACCATSUMX -
ACCHGORDX - Deletes budget change order detail records on a Delete action.
ACCMPPARAM -
ACCNTRACT -
ACCOMMIT -
ACPERCCMPL -
ACPOOLHDR -
ACRANGEDTL -
ACRETAIN -
ACSPREAD -
ACSPREADX -
ACSTATUS - References this file to validate that the status is valid for
budgeting.
ACTOTALS -
CMPUTE -
CUCODES - References this file to determine if the currency code.
CUCONV -
CURELAT -
FBFACTOR -
GLADDRESS -
GLCGCPY -
GLCHART -
GLCHARTDTL -
GLCHARTSUM -
GLCPYGRP -
GLMASTER -
GLNAMES -
GLSYSTEM -
INSTCTRYCD -
MLCALMAP -
MLCOLEDGER -
MXLISTHDR -
MXLISTMBR -
RWGRPDET -
RWROWDET -
ULPOST -
AC20.6 - Activity Group Budget Header
**Form Purpose
Use Activity Group Budget Header (AC20.6) to define an activity group budget
header. You can define as many budgets as necessary, but each activity group
can only have one active budget. For example, if costs change you can define a
new active budget by copying the old one and keeping the old budget for
reference while making the new budget active.
The header defines the budget number and description, budget date range,
currency and exchange rate information, amount and unit round types, whether
it is a life only budget, and whether it is the active budget. You must add
the budget header before you can add budget amounts and units.
The active activity group budget displays on the Budget form tab in AC00.1
(Activity Group).
Updated Files
ACACTGRP - Updates this file with the active budget for the activity
group.
ACBUDDTL - Deletes the annual budget files on a Delete
action.
ACBUDHDR - This is the primary file maintained by this program. Maintains
budget header information.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCONSOL - This is one of the primary files maintained by this program.
Maintains annual budget and future years' budget consolidation
balances for activity budgets.
ACCUAMT - This file is maintained by this program for budgets with a
non-base currency. Maintains annual budget and previous years
budget balances for activity.
ACGLCONSL -
ACGLMAST -
ACMASTER -
ACSUMBAL -
ACTOTBAL -
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity.
ACACTIVITY - References this file to validate the activity.
ACCATSUM -
ACCATSUMX -
ACCHGORDER - Deletes budget change order records on a Delete action.
CUCONV -
CURELAT -
GLSYSTEM -
AC20.7 - Activity Budget Header
**Form Purpose
Use Activity Budget Header (AC20.7) to define an activity budget header. You
can define as many budgets as necessary, but each activity can only have one
active budget. For example, if the cost of materials increases, you can define
a new active budget by copying the old budget and keeping it for reference
while making changes to the new active budget.
The header defines the budget number and description, budget date range,
currency and exchange rate information, amount and unit round types, whether
it is a life only budget, and whether it is the active budget. You must add
the budget header before you can add budget amounts and units.
The active budget displays on AC10.1 (Activity).
Updated Files
ACACTGRP - This file holds the total of the active amount (not unit)
budgets for all activities within the activity group.
ACACTIVITY - References this file to validate the activity and identify the
active budget.
ACBUDDTL - This is one of the primary files maintained by this program.
Maintains annual budget and previous years budget balances for
activity budgets.
ACBUDHDR - This is one of the primary files maintained by this program.
Maintains budget header information and total budget balance
for the activity budget.
ACCHGORDER - Deletes budget change order records on a Delete action.
ACCONSOL - This is one of the primary files maintained by this program.
Maintains annual budget and future years' budget consolidation
balances for activity budgets.
ACCUAMT - This file is maintained by this program for budgets with a
non-base currency. Maintains annual budget and previous years
budget balances for activity budgets.
ACGLCONSL -
ACGLMAST -
ACMASTER - References this file to validate last year's actuals on file
for the activity for budget action code Copy Last Year's
Actuals.
ACSUMBAL -
ACTOTBAL -
Referenced Files
ACACCTCAT - References this file to validate the account category.
ACACCTCATX - References this file to validate that the account category is
assigned to the activity group or activity.
ACCATSUM -
ACCATSUMX -
ACCHGORDER - Deletes budget change order records on a Delete action.
ACSTATUS - References this file to validate whether the activity status
code allows projections.
CUCONV -
CURELAT -
GLSYSTEM - References this file to validate that the company exists in
the Lawson General Ledger system.
AC20.8 - Budget Lock
**Form Purpose
Use Budget Lock (AC20.8) to lock or unlock a budget. Locking prevents
deletion of the budget or changes to it. Use AC21 (Budget Change Orders) to
change budgets and provide an audit trail of your changes.
In the Budget field, you can select Attachments and define URL links or
comments.
Updated Files
ACBUDHDR - This is one of the primary files maintained by this program.
Maintains budget header information and total budget balance
for the activity or activity
group budget.
Referenced Files
ACACTGRP - Updates this file with the active budget for the activity
group.
ACACTIVITY - References this file to validate the activity.
INVOKED Programs
ACCL
GLAC
GLBL
IFUP
GLRV
IFCU
IFAC
ACAC
ACTA
API4
IFLU
IFOB
IFAU
IFSG
SLSE
SLSU
MLRV
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