Help:GL1-Prepare Budget Year

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GL1-Prepare Budget Year

There is a separate budget file for each fiscal year in IBS. This window titled Prepare a New Budget Year enables you to prepare a new budget file from either the budget file from a prior year or the actual financial amounts from a prior year.

Prepare Fiscal Budget Year: Enter here the year you wish to prepare. If this year already exists, then it cannot be directly re-prepared. You will be given the option to delete the current information in this budget year before preparing it again. If this year does not exist, then it is available to be added.

Use as Basis for New Budget: If you wish to prepare the new budget starting with the prior year's actual amounts, then select the Actual Year button. If you wish to prepare the new budget starting with a prior year's budgeted amounts, then select the Budget Year button.

From Fiscal Year: Enter the fiscal year of either the Actual Year or of the Budget Year from which you wish to build the new budget year's amounts. If this year does not currently exist in either the Financial Amounts File or the Budget File, then you must select a year which does exist.

[ Begin ] Press this button to begin preparing the new budget year.

[ Cancel ] Press this button to close this window and return to the previous window without preparing a new budget year. This button will not be available after the [Begin] button has been activated.

Records Read: This is an informational field only which displays the total number of records read during this operation. You cannot edit the information in this field.

Records Added: This is an informational field only which displays the total number of records added during this operation. You cannot edit the information in this field.

[ OK ] Press this button after the preparation of the new budget year has completed. It will return you to the General Ledger Manager Main Menu.


[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.