General Ledger > Budgets > Global Budget Maintenance

Global Budget Maintenance

You use this program to copy, delete and import budgets globally in the General Ledger module.

You use the List of Budgets program to print a list of the budget information held against your ledger codes and the General Ledger Codes program to maintain budgets for individual general ledger codes.

GL Global Budget Options

Field Description
Start processing Select this to process the Function you indicated.
Function  
Copy

Select this to copy any one set of budgets (this year's, next year's, alternates 1-8) to another set of budgets (see Copy Options).

If the budget being copied to has not been defined, it is created for each ledger code that is selected.
Delete Select this to delete budgets selectively from one or more ledger accounts (see Delete Options).
Import Select this to use the Import GL Budgets program to import ledger budgets that were created using 3rd party application software.
Update GL analysis after copy/delete

This only applies if you used the GL Structure Definition program to structure your General Ledger codes and you selected the option: Section analysis required from the GL Structure Definition program.

Select this to display the Rebuild Analysis History screen after copying or deleting budget information. This enables you to rebuild your General Ledger analysis history tables/files based on your existing General Ledger history and budget tables/files.

If you do not select this option, then you need to use the GL Structure Definition program to manually rebuild the analysis history files after copying or deleting budget information. (see Rebuild Analysis History).
Group selection This applies to the Copy and the Delete functions.

Indicate the group(s) for which you want to either copy or delete budgets depending on the Function selected.
Ledger code selection This applies to the Copy and the Delete functions.

Indicate the ledger code(s) for which you want to either copy or delete budgets depending on the Function selected.

Copy Options

This pane is displayed when you select the Copy function to copy any one set of budgets (this year's, next year's, alternates 1-8) to another set of budgets.

If the budget being copied to has not been defined, it is created for each ledger code that is selected.

Field Description
Copy from budget

Indicate the budget from which you want to copy the budget figures.

The budgets you can copy from are:

  • This year
  • Next year

  • Alternate budgets 1 to 8

    The wording for the Alternate budgets is displayed according to the wording defined for the Budget Descriptions on the Budgets tab of the General Ledger Setup program.
Copy to budget

Indicate the budget to which the budget figures must be copied.

The budgets you can copy to are:

  • This year
  • Next year

  • Alternate budgets 1 to 8

    The wording for the Alternate budgets is displayed according to the wording defined for the Budget Descriptions on the Budgets tab of the General Ledger Setup program.
New revision level You can leave this field blank for any new budgets created, or enter a revision level to be copied to the budget.
Percentage change Enter a positive or negative value by which you want to increase or decrease the budget values that are copied.

Delete Options

This pane is displayed when you select the Delete Budgets function to delete budgets selectively from one or more ledger accounts.

Field Description
Select budgets to delete This enables you to indicate which of the ten available budgets you want to delete.
Select budgets to delete

The following budgets can be selected for deletion:

  • This year
  • Next year

  • Alternate budgets 1 to 8

    The wording for the Alternate budgets is displayed according to the wording defined for the Budget Descriptions on the Budgets tab of the General Ledger Setup program.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.