Transfer Budget Unspent Amount Options Window

Source Year

Enter the year with the unspent amounts you want to transfer.

Take note:

You do not have to transfer all the fiscal year allocations in the Source Year to the fiscal year allocations for the Target Year. You can choose which fiscal year allocations you want to transfer, and you can choose to transfer them to specific budget categories within the same year or a different year.

Target Year

Enter the year with the budgets you want to transfer unspent amounts to.

Take note:

You do not have to transfer all the fiscal year allocations in the Source Year to the fiscal year allocations for the Target Year. You can choose which fiscal year allocations you want to transfer, and you can choose to transfer them to specific budget categories within the same year or a different year.

Transfer Unspent %

The percentage of the unspent amount that you want to transfer to the next fiscal counterpart.

Enter the percentage of unspent amounts you want to transfer.

Take note:

The percentage you enter here is used only for those fiscal year allocations that do not already have something entered in the Transfer Unspent % field on the Edit Budget window.

Override Budget Transfer Unspent %

Mark this box if you want to use the transfer unspent percentage you entered in this window rather than the transfer unspent percentages that are entered for each fiscal year allocation. (Marking this box makes all fiscal year allocations for the year you choose the same transfer percentage for unspent amounts.)

Change Status of Source Year to

The status of the source budgets. Here are explanations for each status:

Open. This status means the budgets are available for both new and existing orders. It lets users order and invoice items against the budgets up to the limits you enter in the On Order Limit and Spent Limit fields on the Edit Budget window.
Frozen. This status means the budgets are available for outstanding orders, but not new orders. It lets users enter an invoice for existing orders against the budgets up to the limit defined in the Spent Limit field on the Edit Budget window. However, it warns users when creating new orders against the budgets. Users can override this warning only if their security settings allow it. Frozen budgets do not appear in Code Lookup windows; however, users can enter them on PO lines and statements if they know the budget code.
Closed. This status means the budgets are no longer available. If users try to order or invoice items against the budgets, Horizon warns them. Users can override this warning only if their security settings allow it. Closed budgets do not appear in Code Lookup windows; however, users can enter them on PO lines and invoices if they know the budget code.
NO CHANGE. This statement means the budgets you choose have different values for the multi-value status. If you want to do a batch change for the status of the budgets, Horizon will change all budget statuses to the status you choose (for example, from “Open” to “Frozen” and from “Closed” to “Frozen”).

Choose the status you want for the source year, if you want to change it. (The default is “No Change.”)

Change Status of Target Year to

The status of the target (or reassigned) budgets. Here are explanations for each status:

Open. This status means the budgets are available for both new and existing orders. It lets users order and invoice items against the budgets up to the limits you enter in the On Order Limit and Spent Limit fields on the Edit Budget window.
Frozen. This status means the budgets are available for outstanding orders, but not new orders. It lets users enter an invoice for existing orders against the budgets up to the limit defined in the Spent Limit field on the Edit Budget window. However, it warns users when creating new orders against the budgets. Users can override this warning only if their security settings allow it. Frozen budgets do not appear in Code Lookup windows; however, users can enter them on PO lines and statements if they know the budget code.
Closed. This status means the budgets are no longer available. If users try to order or invoice items against the budgets, Horizon warns them. Users can override this warning only if their security settings allow it. Closed budgets do not appear in Code Lookup windows; however, users can enter them on PO lines and invoices if they know the budget code.
NO CHANGE. This statement means the budgets you choose have different values for the multi-value status. If you want to do a batch change for the status of the budgets, Horizon will change all budget statuses to the status you choose (for example, from “Open” to “Frozen” and from “Closed” to “Frozen”).

Choose the status you want for the target year, if you want to change it. (The default is “No Change.”)

 


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