Enter Amount to Spread Button

The Enter Amount to Spread Button is used to automatically load the Budget or Forecast Amounts for the displayed Account Period Records.

When you press the Enter Amount to Spread Button, the system displays a prompt object that allows you to enter a Budget or Forecast amount and to specify how the amount should be used when loading the selected account period records. 

The amount (Budget or Forecast amount) that is loaded with this option depends on the data that is displayed when the button is pressed (if Budget amounts are displayed in the program when the button is pressed, the Budget amounts will be updated, if Forecast amounts are displayed in the program when the button is pressed, the Forecast amounts will be updated).

The options for handling the specified amount includes

•      Load amount into each remaining month:  This option loads the specified amount into the Budget or Forecast field of each account period record from the record that is highlighted or selected when the button is pressed to the period 12 account period record for the specified year, division, department and account.  For example: if period 5 is highlighted when you press the button and you have 13 periods for the selected account this option would load the amount into periods 5-12.  Period 13 is not loaded as that period is usually used for year end accruals and not for normal operations.  If period 1 is selected when you press the button, this option would load the amount into periods 1-12.

•      Spread amount across remaining months.  This option splits the specified amount between the selected periods.  The selected periods include the highlighted account period record and any other remaining or higher numbered account period records in the same year division and department – up to period 12.  The total amount specified is divided by the total number of selected periods (up to period 12) and the result is loaded into each selected period record.  For example: if period 5 is highlighted when you press the button and you have 13 periods for the selected account and specify a total amount of 90000.00, this option would load 11250.00 into periods 5-12 (90000/8).  If period 1 is selected when you press the button, this option would load 7500 into periods 1-12 (90000/12).  Period 13 is not updated.

Once you have specified an amount and how it should be handled in the prompt object, the account period records are updated and the Budget/Forecast Program screen is refreshed so that it displays the updated information.

More:

Toggle Budget/Forecast Button