Description
The course covers the concepts of defining budgets and budget organization, creating master and detail budgets, entering budget amounts.
Audience
The audience for this course is end users, managers, consultants, and the implementation team.
Prerequisites
(Currently no course prerequisite information)
Objective
- Define a budget by using the Define Budget form.
- Define a budget organization by using the Define Budget Organization form.
- Assign account ranges to a budget organization by using the Account Ranges form.
- Identify the account combination based on the definition rules for a specified formula line.
- Create a MassBudget formula by using the Formula form.
- Generate a MassBudget journal by using the Generate MassBudget Journals form.
- Define specific suspense accounts by using the Suspense Accounts form.
- Match the intercompany balancing options with the situations in which they are used.
- Define intercompany accounts by using the Intercompany Accounts form.
Topics Include
Unit 1: Budgeting: An Introduction - Define a budget by using the Define Budget form.
- Define a budget organization by using the Define Budget Organization form.
- Assign account ranges to a budget organization by using the Account Ranges form.
- Copy a budget organization by using the AutoCopy Budget Organization form.
- Enter budget amounts by using the manual method.
- Enter budget amounts by using the journal method.
- Enter budget amounts by using the formula method.
- Enter budget amounts by using the transfer method.
Unit 2: Managing Budgets - Identify the account combination based on the definition rules for a specified formula line.
- Create a MassBudget formula by using the Formula form.
- Generate a MassBudget journal by using the Generate MassBudget Journals form.
- Create a budget worksheet by using the Create Budget Worksheet form.
- Update budget balances by using the Apply Budget Rules form.
- Upload budget balances to OGL by using the Upload Budgets to Interface form.
- Review a budget by using the Budget Inquiry form.
- Freeze a budget by using the Freeze Budget form.
- Match the budgetary control options with the situations where they are used.
- Complete the flowchart for the encumbrance accounting process.
Unit 3: Advanced Account Structure - Define specific suspense accounts by using the Suspense Accounts form.
- Match the intercompany balancing options with the situations in which they are used.
- Define intercompany accounts by using the Intercompany Accounts form.
- Define rollup groups by using the Rollup Groups form.
- Assign parent segment values to rollup groups by using the Segment Values form.
- Define summary templates by using the Summary Accounts form.
- Define a move/merge request for account balances by using the Mass Maintenance Workbench form.
- Define a mass creation request for new accounts by using the Mass Maintenance Workbench form.
- Identify the financial controls to be used in a specified scenario.
- Create a journal source by using the Journal Sources form.
- Create journal categories by using the Journal Categories form.
- Define the units of measure by using the Statistical Units of Measure form.
Duration
8
Minimum Requirements
The CDROM version of this course requires:
- At least a 486DX 33Mhz CPU.
- Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
- At least 8MB RAM.
- At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
- At least a double speed CDROM drive.
- An MPC compliant sound card with attached speakers or headphones is recommended (Currently, only the CDROM version supports audio).
The network version of this course requires:
- At least a 486DX 33Mhz CPU.
- Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
- At least 8MB RAM and 22MB available hard disk space or file server space.
- At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
Media
CDROM
|
