You can create a new MassBudget or copy an existing one.
Prerequisite
Define your budget organizations.
Define your budgets.
Enter or calculate budgets to ensure that the existing budget amounts for your allocation accounts are current.
(Optional) Define definition access sets and assign them to Responsibilities if you want to secure use, view, or modify access to your MassBudget batch. See Definition Access Sets.
Navigate to the Define MassBudgets window.
Enter a Name and Description for the MassBudget batch.
Choose Formulas to enter MassBudget formulas.
After entering the formulas, save your work.
(Optional) Select the Enable Security checkbox to apply definition access set security to your MassBudget.
Definition access sets are an optional security feature that allows you to control access to your General Ledger definitions. For example, you can prevent certain users from viewing, making changes, or generating your MassBudget
If you do not enable security, all users will be able to use (generate), view, and modify your MassBudget.
If the Assign Access function is available for your responsibility, the Assign Access button will be enabled once you check the Enable Security check box. Choose the Assign Access button to assign the definition to one or more definition access sets with the desired privileges. For more information, see Definition Access Sets.
If the Assign Access function has been excluded from your responsibility, you will not be able to view the Assign Access button in the Define MassBudgets window. You can still secure the MassBudget by checking the Enable Security check box, but only definition access sets that are AutoAssigned will be automatically assigned to this MassBudget. See your System Administrator for more information on Function Security.
The following describes what Use, View, and Modify access mean as it pertains to MassBudgets:
Use Access: Allows specific users to generate the MassBudget from the Generate MassBudget Journals window. They will not be able to view, modify or generate the MassBudget from the Define MassBudgets window.
Note: To generate the MassBudget from the Define MassBudgets window or use Automatic Journal Scheduling, users must have both View and Use privileges to the MassBudget.
View Access: Allows specific users to only view the MassBudget from the Define MassBudgets window. They can also use AutoCopy to create a copy of the MassBudget.
Modify Access: Allows specific users to view and make changes to the MassBudget from the Define MassBudgets window. This includes being able to make changes to the definition access set security assigned, if the Assign Access button is available. They will not be able to generate the MassBudget with Modify access.
Use, View and Modify Access: Allows specific users unlimited access to the definition from the Define MassBudget and Generate MassBudget Journals forms.
Navigate to the Define MassBudgets window.
Enter a Name for the new MassBudget.
Choose the AutoCopy button, then choose the MassBudget that you want to copy.
Note: If you assigned definition access set security to your MassBudgets, you must have View access to the MassBudgets you want to copy.
Enter a Description for the new MassBudget.
Choose Formulas to modify the MassBudget formulas that you copied.
After modifying the formulas, save your work.