Budget Account Selection
The Budget Account Selection screen allows you to view budget accounts, set the budget values for the current fiscal year, the next fiscal year, and the year after, and search for general ledger account budgets.
To open the Budget Account Selection screen, from anywhere within IntelliDealer navigate to Financial Management > General Ledger > Budgets.
The sorting options on the Budget Account Selection screen are:
| Sort by | |
|---|---|
| Field | Description |
| Account Number | Sort the search results by account number. |
| Profit Centers | Sort the search results by profit center. |
The search fields on the Budgets Account Selectionscreen are:
| Search by | |
|---|---|
| Field | Description |
| Select Account | Search for accounts by entering an account number. |
| Select Profit Center | Search for accounts by entering a profit center. |
| Include | Search for accounts by selecting an account type from the drop down list (e.g. all accounts, sales, expenses & other and P & L). |
| Select Department | Search for accounts by selecting a department from the drop down list. |
| Select Location | Search for accounts by selecting a location from the drop down list. |
The fields appear on the Budgets Account Selection screen are:
| Field | Description |
|---|---|
| Account Number | The general ledger account number. |
| Description | A brief description of the budget account, from the account master. |
| Current Year | Indicates whether there is a current year budget on the system. |
| Revised Current |
Indicates whether there is a revised current budget loaded on the system. Note: Red X's indicate that the application type on the revised budget is invalid and needs to be switched a either part sale, equipment sale, or rental sale. |
| Working Budgets |
Indicates if you have a working budget loaded for the account. |
Note: Once the year has ended, you must use the Set current year budgets from working budgets link to set Current Year Budget from Working Budgets.
Click on an Account Number to open the Budgets screen.
Click the Set Budgets link to open the Set Working Budgets screen.
Click the Maintain Financial Ratio Budgets link to open the Financial Ratio Budget screen.
Click the Budget Reports link to create a budget report (Budget Listing or Budget Worksheet ).
Click the Budget Upload link to upload a budget to IntelliDealer using the Budget Upload tool.