Report Structures, Allocations, and Financial Report Writer
In addition to budgeting, you can use the Budget function for three other purposes: to allocate costs, to define report structures, and to use in Financial Report Writer.
Budget structures can be used for allocations, where the system allocates costs based on the actuals in the budget. The Budget daemon polls the accounts you specify in the allocation and returns the amounts for distribution. See
Setting Up Allocations for details.
Important: If you disable the Budgeting module in System Maintain (36.24.3.1), you also disable the ability to create allocation transactions.
Report structures let you use the Budget function to define the hierarchy of levels for which the system accumulates data for the Balance Sheet and Income Statement reports. You define a report structure that ends at the lowest level on the chart of accounts, and where the higher levels are subtotals. See
Structured Reports for further information.
You can also create a budget structure for use in Financial Report Writer. You can include budget amounts in a financial report to allow you to compare actual postings with budget amounts. See
Financial Report Run for further information.