RDA Systems Inc

Main Page → Budget Preparation → Expenditures → Compute Expenditure Budget

What this process does

• This is process by exceptions for computing a budget from an existing budget or to initially create a budget using compute expressions. 
• If the Compute Expression is left blank, the updated Appropriations Total for the From Budget ID will automatically be used. The selected FINEYR Fiscal Year from the Compute Expression tab will be used for the FINMGT amounts.
• This process is optional and is not required for your budget.
• Each time the process is run, the amount computed adds to the previous amount computed.

Best Practices

• Budget ID- The budget ID must exist before running this process.
• Duplicate Processing – Each time the process runs, the amount computed adds to the previous amount computed. 
• Verify and Update - Always verify and update the activity after each session.
• Negative Amounts- Negative amounts will not calculate for this process.

Requirements

• Budget ID – The Budget ID must be created and account codes must be added to the Budget ID. The Budget ID cannot have been updated to Financial Management.

Compute Expenditure Budget

• Finance → Budget Preparation → Exp tab → Compute Expenditure Budget
• Select the Fiscal Year and the Budget ID for the budget that you want to compute from and that you want to compute to. For an initial zero-based budget, the From and To Budget (Year and ID) should be the same.
• Select the Save (Select Budget Report) icon.
• Select and Range Tab

• Range as appropriate. Do not range if you want all account codes selected.

• Compute Expression Tab

• Enter the fiscal year that you want to use in your calculation.
• Select the Load Value button
• Select the first value, ((ROUND(([BUDGET APPROPRIATIONS TOTAL]/100)))*100). This value will calculate the projections at 100% of the Budget Appropriations for the Fiscal Year entered.
  • If you would like to use fields other than Budget Appropriations Total in the calculation, copy and paste any field listed in the FIELDS AVALABLE IN COMPUTE EXPRESSION list over the words BUDGET APPROPRIATIONS TOTAL in the Compute Expression.
  • If you would like to use an amount other than 100%, replace *100 in the calculation with *nnn, where nnn equals the percent you need. For example *90 will calculate 90% and *110 will calculate 110%.
• Select the cog to run the calculation.

• Maintain Screen

• Change any amounts in the Compute Amount column. Negative amounts are not allowed.
• When everything is correct select the Save and Finish Icon at the bottom of the screen. There is no UNDO for Compute Expenditure Budget.
• Run the report and verify. If you don’t set flags, the activity is still in the budget but will need to be verified.

• Verify (if not done in the previous step) and Update Expenditure Budget.