In this pane, you can view the list of budget articles contained within the
budget article that is a node selected in the Budget tree pane.
The list may contain budget
articles that are nodes and budget articles that are leaves.
In this pane, you can create the list of items for the node selected in the tree as
follows:
- To add nodes to the list:
For each node-type budget article, add a row, type the article
name in the Description column and select the Node check box.
Optionally,
specify a mask for accounts and a mask for subaccounts that will define the article's
subarticles.
When you save your changes, the budget articles appear as same-level nodes on
the budget tree.
- To add leaves to the list:
Click Preload accounts on the pane toolbar and, in the
dialog box, specify the range of accounts and a mask for subaccounts (if subaccounts are
used in your system).
The system will generate all possible pairs by using only the
accounts listed on the chart of accounts and all the subaccounts that are combinations of
subaccount segment values.
Once this list is generated, you can remove the
account-subaccount pairs you don't need for budgets.
| Button |
Description |
|
Preload accounts
|
Opens the Preload accounts dialog box, which you use to specify a range
of accounts and a subaccount mask for generating possible account-subaccount pairs. |
|
Configure security
|
Navigates to theRestriction groups by budget article (GL105020) window so you can review and edit the restriction groups related to budget articles.
This button is available only if the Row-level security check box is selected and enabled
in the Enable/disable functionalities (CS100000) window.
|
The Preload accounts dialog box
| Element |
Description |
|
Account from
|
The account that starts the range of accounts selected for loading. |
|
Account to
|
The account that ends the range of accounts selected for loading. |
|
Subaccount mask
|
(This field appears only if the Subaccounts functionality is activated in your
system.)
The subaccount mask that defines the subaccounts to be loaded. You can
specify a particular segment value or just a few characters of the segment value to
select the subaccounts for loading. You can use ? as a wild card
character. |
| OK (button) |
Closes the dialog box and generates account-subaccount pairs by selecting
existing accounts from the specified range and existing subaccounts according to the
specified mask. |
| Cancel (button) |
Closes the dialog box without loading any data. |
The table
| Column |
Description |
|
Node
|
A check box that, indicates (if selected) that this subarticle (list item) is
a node on the budget tree. |
|
Account
|
The account of the budget article, if the article is a leaf article.
A leaf
budget article is defined by an account (or by an account-subaccount pair if the
Subaccounts functionality is enabled in your system). |
|
Subaccount
|
(This column appears only if the Subaccounts functionality is activated in
your system.)
The subaccount of the budget article if the article is a leaf article.
A leaf budget article is defined by an account-subaccount pair. |
|
Description
|
A description of the budget article.
The description is used as the budget
article name on the budget tree and on other budget-related windows. |
|
Account mask
|
The account mask.
The mask specified for the node will provide the default
values for the account range in the Preload accounts dialog box when you
populate this node.
If the mask is specified for a leaf article, then, on data
loading for a new budget, amounts can be aggregated over all the account-subaccount
pairs selected by this mask and the mask for subaccounts.
|
|
Subaccount mask
|
The subaccount mask.
This mask, if specified for a node, provides the default
subaccount mask in the Preload accounts dialog box when you populate this
node.
This mask, if specified for a leaf article, on data loading for a new budget,
amounts can be aggregated over all the account-subaccount pairs selected by the mask
for accounts and this mask.
(This column appears only if the Subaccounts
functionality is activated in your system.)
|
|
Secured
|
A check box that indicates (if selected) that this budget article is included
in one or more restriction groups. |
