Annual Budget Levels Tab
The Annual Budget Levels tab allows the administrator to set up the budgeting levels used by the organization. To access the tab in Company FM Settings, go to Maintenance > Financial Management > Company FM Settings.
Up to seven levels may be defined for transactions and for position budgeting. At least one level must be defined; the next level is enabled once the previous level is populated.
- Title is the name that is assigned to the budget level. The Level 1 Title is required. Each value may contain up to 32 characters.
- Select the Transactions check box for a budget level to indicate that the level will be used in transaction processing. It is cleared by default.
- Select the Position Budgeting check box to indicate that the level will be used for position budgeting. The check box is cleared by default.
Once a level is defined, it cannot be changed. A level may be deleted in two situations:
- Only if it is the highest level.
- Only if no current or historical budget information exists.
After you enter all of the appropriate options, click Save to store these settings.
Click Reset at any time to return to the previous state the page was in when the page was last saved.
To print the system settings, click Print. On the Company FM Settings Listing dialog box, click OK to submit the listing to myReports.