Create Forecast Budgets UTILITY

This utility was written to enable Data Plus users to run financial statements using a special “FORECAST” budget. Budget records with a “type” called “FORECAST” will be created for the current year based on actual data up to the current month, plus budget data for the balance of the year.

1. From the Main GL Menu go to ‘Utilities’ – select the button. The following screen will appear with a message describing the utility.

Press OK to continue after reading the warning. Then press the <space bar> to continue.

2. You will be prompted for a budget type to copy from. Since Data Plus allows the user to define as many different versions of their budget as they wish, the utility must allow you to specify which one to use.

Enter in your budget type. In our example we use “budget” as the type.

Press F2 once you've entered the Budget Type to Copy From.

When asked “Begin Process?” answer Yes. After the utility is complete press the <space bar> to exit.

Note: The Forecast Budget utility needs to be run every month before you print your financial statements in order for the “FORECAST” budget type to be updated for the current year based on actual data up to the current month. To incorporate this special budget into a financial statement, make sure that the appropriate column in your financial statement definition references the budget type “FORECAST”.