Budget Lock Maintenance

Menu Path: General Ledger Images\bluerarw.gif Budgets Images\bluerarw.gif Budget Lock Maintenance

Purpose

Lock or unlock a budget.

Overview

Use Budget Lock Maintenance to lock and unlock budgets. If a budget is locked, it cannot be updated in Budget Data Maintenance.

Locking and Unlocking Budgets

To lock or unlock a budget:

  1. Click the Lookup button to the right of the Budget Year field to select the year for the budget.

  2. If your company uses consolidation ledgers, verify the ledger ID for which you want to lock or unlock a budget is entered in the Ledger ID field.

  3. Enter the budget ID for the budget you want to lock or unlock in the Budget ID field.

  4. Select or clear the Budget Locked check box.

  5. Click the OK button in the ribbon. The budget is locked or unlocked.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Budget Lock Maintenance window.

Update

Click this button to update the selected budget.

OK

Click this button to accept an action. This button is only available after you click the Update button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the Update button in the ribbon.

First

Click this button to display the first budget for the year entered in the Budget Year field.

Prev

Click this button to display the previous budget for the year entered in the Budget Year field.

Next

Click this button to display the next budget for the year entered in the Budget Year field.

Last

Click this button to display the last budget for the year entered in the Budget Year field.

Fields and Buttons

Field or Button

Description

Budget Year

Click the Lookup button to select the year for which you want to lock and/or unlock budgets.

Ledger ID

Enter a ledger ID for which you want to lock and/or unlock budgets, or click the Lookup button to select a ledger ID.

Note This field is only available if at least one consolidation ledger is set up.

Budget ID

Enter a budget ID for a budget you want to lock or unlock, or click the Lookup button to select a budget ID.

Note The Lookup window only displays budgets for the year entered in the Budget Year field.

Main Tab Fields and Buttons

Field or Button

Description

Budget Locked

Select this check box to lock an unlocked budget. Clear this check box to unlock a locked budget.

Description

This field displays the description for the selected budget.

Detail Description

This field displays the detailed description for the selected budget.