Generate MassBudget Journals to create unposted budget journal batches based on your MassBudget formulas. The generated journal batch contains an entry for every allocation formula in the batch.

You can generate MassBudget journals that reverse existing budget balances and post new budget allocation amounts, or generate journals that increment the existing budget balances to match the current budget allocation amount.

You can generate MassBudget journal batches for any period range if the range falls within an open budget year. General Ledger creates an unposted budget journal batch for each period in the range.

Security

The combination of data access sets and definition access sets control the generation of MassBudget journals.

Data access sets control which ledgers and balancing segment values or management segment values can be accessed by different responsibilities. This includes being able to write data, such as creating budget journals to certain ledgers and balancing segment values or management segment values.

Definition access sets secure who can use, view and modify a definition, such as your MassBudget definition.

To successfully generate MassBudget Journals, the following security requirements must be met:

1. Your definition access set must provide Use access to the definition.

2. Your data access set must provide Read access to the ledger and balancing segment value or management segment value used in the A, B, and C lines to allow you to read data from those lines.

3. Your data access set must provide Read and Write access to the ledger and the balancing segment value or management segment value used as the Target and Offset lines to allow you to update balances for them.

If you have insufficient access, your MassBudget batch will complete with an error status and no budget journal will be created.

See Definition Access Sets.

See Data Access Sets.

Prerequisite

• Define your budget organizations and assign the budget entry type "Calculated" to the accounts to which you want to budget.

• Define your budgets.

• Open a budget year.

• Define MassBudget formulas.

To generate a MassBudget journal batch:

1. Navigate to the Generate MassBudget Journals window.

2. Enter the MassBudget batch you want to generate.

   Note: If you assigned definition access set security to your MassBudgets, you must have Use access to generate MassBudgets from the Generate MassBudget Journals window.

3. Enter the From Period and the To Period for which you want to generate MassBudget journals. General Ledger automatically displays the Period Last Run if you have generated the batch previously.

4. Specify the Allocation Method for the MassBudget batches you are generating. You can generate journals that reverse existing budget balances and post new budget allocation amounts, or generate journals that increment the existing budget balances with the current budget allocation amount.

5. Choose Generate. General Ledger submits a concurrent process that validates your MassBudget and creates an unposted journal batch for each period in the range you specify. General Ledger automatically produces the MassBudgeting Execution Report to display the status of your MassBudget and notifies you of any errors. Refer to the Request ID of the concurrent process to view the output of this report.

6. Review the generated MassBudget journal batches using the Enter Journals window. General Ledger names your MassBudget journal batches as follows:

   MB: <Request ID> <MassBudget Batch Name> <Period><Ledger>

   For example, MB: 47566 Rent Budget Allocation JAN-05 <Corporate>.

   Note: Journals will only be created if your data access set allows Read and Write access to the ledger and balancing segment value or management segment value specified in the Target and Offset lines.

7. Post the MassBudget journal batches.

You can generate your MassBudget Journal Batch according to schedules in Oracle Applications, schedules you define in Oracle Applications, or schedules you define in General Ledger.

To schedule your MassBudget Journal Batch:

1. Navigate to the MassBudget Parameters window.

2. Complete the following fields:

   • Name: Enter or choose a name for the Allocation or MassAllocation batch you want to schedule from the list of values.

   • Period: Enter an accounting period or choose from the list of values.

   • Allocation Method: Enter an allocation method or choose from the list of values.

3. Choose the Schedule button.

   The Oracle Applications Submit Request window opens.

4. Choose the Schedule button.

   The Schedule window opens.

5. You can create your own schedule by completing the regions in this window. For more information, see: Oracle E-Business Suite User's Guide.

   Or, choose the Apply a Saved Schedule button to select from a set of pre-defined Oracle Applications or General Ledger schedules.

6. Return to the Submit Request window and submit your request.

   Note: You must post the MassBudget Journal batch after it is generated.