Budget Summary Article
This is the lower part of the screen found on Accounts Details tab.
The following tabs are the default display:
- Acct History;
- Monthly Variances;
- Lookup Sync Status;
- Main Acct History; and
- View Save History.
The ability to display or hide tabs is managed in App Config/Menu Editor. Please see A. Application Configuration Tab/item 5.
Related Articles
Budget Summary-Monthly Variances Article
This functionality displays comments/notes that has been entered through the Monthly Budget vs Actuals Variance Analysis screen for an account. In the below example we are accessing the comments/notes for Account No. 100-6170-00 for 2014 Actuals. Go ...Budget Summary-Acct History Article
This displays information using the full Great Plains account number for BudgetIDs that have the "InSummary" box checked on the Manage Budgets screen. If the BudgetID does not contain any information for the viewed account it will not display. ...Budget Summary-Main Acct History Article
The Main Account History displays information using the Object code for BudgetIDs that have the "InSummary" box checked on the Manage Budgets screen. If the BudgetID does not contain any information for the viewed account it will not display. Please ...Manage Budget Accounts Article
Standard functionality is Print, Export to Excel, Print to PDF, Auto-fit Columns, Expand/Reduce Column Width, Filter, Column Data Sort - Ascending/Descending, and Copy and Paste. The Right-Click Menu and Short-Cut Keys are: In order to free-up ...Budget Summary-View Save History Article
This functionality provides an Audit Trial including the user name of the person who updated the information. 1) The current data is displayed on the Account Detail screen as indicated. 2) Once this data is overwritten the history is displayed in ...