This screen provides tools to manage objects including:

a) Displaying a list of Objects;

b) Naming Objects (please see 2 and 4);

c) Make the Object Available for Budgeting;

d) Controlling the display of the Object as a search criteria (please see 7 and 8);

e) Setting Sensitive Level for an Object;

f) Permitting the Object to be used in the Payroll and Allocation (please see 11 and 12) modules;

g) Setting up an Adjustment tab for the Object;

h) Requiring Detailed Entry for the Object;

i) Applying Rounding Methodology to an Object;

j) Define Object-Rollup Tags for Objects; and

k) Defining Tags for an Objects;

l) Prevent Account Drill Down - please see   How Do I Prevent Users from Drilling Down on Accounts .

Segment codes for Object/Main Account are setup in Great Plains Accounting "ERP" software.   Synchronize Chart of Accounts   process synchronizes/adds these new Object components from Great Plains Accounting "ERP" software into Dynamic Budget's Manage Object screen. 

Please note "Save Objects" also automatically checks the "InReports" flag on the Manage Budget Accounts for Budget Accounts that include the Object code. In the example, Object code 6760-00 was checked as "InReports" which results in Budget Account number 000-6760-00 being automatically checked as "InReports".

Below is the Reports dropdown menu:

8.b. If you wish an Object to be available for Budget Reallocation check the "InReallocation" box and then "Save Objects".  Please note "Save Objects" also automatically checks the "InReallocation" flag on the Manage Budget Accounts for Budget Accounts that include the Object code.  In the example, Object code 4100-00 was checked as "InReallocation"  and 4110-01 was not which results in Budget Account number 000-4100-00 being automatically checked as "InReallocation", and 000-4110-01 as not checked.

The result of the above is that on the View Budget Reallocation, 4100-01 is visible and available to be reallocated and 4110-01 is not visible and therefore cannot be reallocated.

9. If required set the "Sensitve" level for the Object.  Please see related articles:

How Does the Sensitive Security Hierarchy Works (Why I Don't See Data)?

When and Why Do I Use Sensitive Levels and/or Sensitive?

10. If you wish an Object to be available for budgeting in the Payroll module, check the Payroll box and then "Save Objects".  

Please note "Save Objects" also automatically checks the "Payroll" flag on the Manage Budget Accounts for Budget Accounts that includes the Object code.  The "checked" Budget Account Number is also now available for budgeting in the Payroll module.  On the below Manage Budget Accounts, Object code 5200-00 was checked as "Payroll" which resulted in Budget Account number 000-5200-00 as being checked as a "Payroll".

Also, please note that when an Budget Account Number is checked as "Payroll" its data now flows from the Payroll module into the Payroll Projections Sub-tab, and as a consequence  the Account is Locked on the Dashboard tab for Budgeting Dashboard , Basic Budget Entry , Custom Budget Entry ,  and on the Account Details tab /Payroll Projections Sub-tab for these screens as well Custom Reports and Custom Reports with Line Item Details.  Please see 13. below which discusses how to make manual adjustments to this data, if necessary.

The setting up of payroll accounts is independent from setting up security to limit viewing access to payroll information.  Please see How Does Payroll Security Work?