In General Ledger 7, an increase or decrease in a project budget directly affects the corresponding account budget. If the project budget increases, so does the account budget. If the project budget decreases, the account budget also decreases. With the optional module Budget Management, you can designate how to handle increases or decreases in account budgets.


To set up the business rule:
  1. In Configuration, click Business Rules
  2. Highlight Budget Management
  3. Under When an account budget amount is increased, designate the action General Ledger takes when you increase an account budget
    • Leave the amount distributed to each project the same
    • Increase the general account budget and project budgets proportionately

     
  4. Under When an account budget amount is decreased, designate the action General Ledger takes when you decrease an account budget
    • Decrease the undistributed budget to zero before decreasing the project budgets
    • Decrease the undistributed budget and the project budgets proportionately
    • Decrease the project budgets to zero before decreasing the undistributed budget