Budgeting

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Topics

Overview of Budgeting
Budgeting Methods
Creating Budget Formulas to Allocate Budget Amounts
Creating a Flexible Budget
Using Top-Down, Bottom-Up, and Middle-Out Budgeting
Using MassBudgeting
Creating Master/Detail Budgets
Master/Detail Budget Example
Uploading Budgets from a Spreadsheet
Budgets
Defining Budgets
Assigning Budget Periods
Opening a Budget Year
Copying Budget Amounts from an Existing Budget
Budget Organizations
Defining Budget Organizations
Assigning Account Ranges to a Budget Organization
Protecting a Budget Organization with a Password
Setting Budgetary Control Options for an Account Range
Copying Account Ranges from an Existing Budget Organization
Adding or Changing Individual Accounts
Changing a Budget Organization
Deleting a Budget Organization
Budget Formulas
Creating Budget Formula Batches
Creating a Budget Formula Entry
Securing Budget Formulas
Entering Budget Formula Entry Lines
Copying Existing Budget Formulas
Changing a Budget Formula Entry
Calculating Budget Amounts
MassBudgets
Overview
Defining MassBudgets
Defining a MassBudget Formula
Entering MassBudget Formula Lines
Assigning Segment Types
Entering a Target Account
Entering an Offset Account
Generating MassBudget Journals
Choosing an Allocation Method
Entering Budget Amounts
Entering Budget Amounts for Multiple Accounts
Using Budget Rules to Distribute Budget Amounts
Budget Rules
Setting the Budget Rule Rounding Options
Entering Statistical Budget Amounts
Entering Budget Journals
Entering Statistical Budget Journals
Creating Unposted Budget Journal Batches
Budget Wizard
Creating a Budget Worksheet
Changing the Budget Worksheet View
Updating Budget Balances Using Budget Wizard
Adding Budget Notes to a Budget Worksheet
Graphing Budgets
Uploading Budgets from Budget Wizard to General Ledger
Transferring Budget Amounts
Transferring Budget Amounts Using Budgetary Control
Entering Budget Transfer Amounts
Uploading Budgets
Integrating General Ledger Using Budget Upload
Understanding the Budget Interface Table
Creating Your Budget Spreadsheet
Loading Data into the Budget Interface Table
About Budget Upload Validation
Correcting Budget Upload Errors
Uploading Budgets to Undefined Accounts
Uploading Budget Amounts to Undefined Accounts
Freezing Budgets
Freezing Budget Formula Batches
Freezing Budget Organizations
Freezing Budgets for a Range of Accounts
Using Budgetary Control and Online Funds Checking
Overview
Funds Checking and Encumbrance Accounting
Defining an Account
Budgetary Control Options
Funds Check Level
Tolerance Percent and Tolerance Amount
Override Amount
Amount Type and Boundary
Latest Encumbrance Year
Budgetary Control Options for Accounts
Budgetary Control Options for Journal Sources and Categories
Detail and Summary Level Budgetary Control
Changing Budgetary Control Options
About Funds Checking
Setting Up Budgetary Control
Reports
Creating Your Own Funds Available Reports
Inquiry
Setting Up Budgetary Control in Purchasing and Payables
Budgetary Control in Purchasing
Checking Funds on Purchasing Documents
Failing Funds Checking
Document Approvals
Reserving Funds for a Purchasing Document
Funds Reservation Status of Purchasing Documents
Requisitions and Budgetary Control
Creating a Requisition
Importing Approved Requisitions
Cancelling a Requisition
Internal Requisitions
Closing a Requisition
Purchase Orders and Budgetary Control
Creating a Purchase Order
Planned Purchase Orders
Blanket Purchase Agreements
Reserving Funds for a Purchase Order
Modifying a Purchase Order
Cancelling a Purchase Order
Receiving
Closing a Purchase Order
Reports and Inquiries in Oracle Purchasing
Budgetary Control in Oracle Payables
Entering an Invoice
Final Match
Prepayments
Approval and Online Invoice Validation
Releasing Funds Holds
Maintaining a Matched Invoice
Relieving Encumbrance Entries
Multiple Currency Transactions
Creating a Budgetary Control Group
Setting Budgetary Control Options for Journal Sources and Categories
Running the Create Journals Program
Running the Mass Funds Check/Reservation Program