BUDGETARY CONTROL - FUNDS CHECKING FAILING AT THE SUMMARY LEVEL
Hi
We are doing an implementation and we are stuck in GL Summary Templates.
Steps followed:
1. Defined values both child and summary for the Account segment.
2. Defined roll up groups and assigned the same to summary accounts.
3. Defined summary template with D for other segments and roll up group for natural account.
4. Summary - Budgetary control is set to 'Absolute' and period type to YTD and boundary to Year.
5. Defined the budget for a child account(which is part of the roll up group range).
6. Created a transaction for the child for which budget is defined. Funds checking is happening as expected.
We are doing an implementation and we are stuck in GL Summary Templates.
Steps followed:
1. Defined values both child and summary for the Account segment.
2. Defined roll up groups and assigned the same to summary accounts.
3. Defined summary template with D for other segments and roll up group for natural account.
4. Summary - Budgetary control is set to 'Absolute' and period type to YTD and boundary to Year.
5. Defined the budget for a child account(which is part of the roll up group range).
6. Created a transaction for the child for which budget is defined. Funds checking is happening as expected.
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