Financials--Budgeting

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Size: 2.78 MB, Version:1.0, Publication Date:9/29/2014
In this second of a two-part series on Financials Forecasting and Planning, we generate and revise forecasts and then apply them to an account balance ledger. Part I covered steps one through four in Figure 2 below.  
Size: 4.36 MB, Version:1.0, Publication Date:7/1/2014
In this first of a two-part series on Financials Forecasting and Planning, we walk through the processes of defining Growth Patterns and assigning them to Business Units, then show you how to build Basis Accounts and Balances, then revise and lock Forecast Basis. Part 2 will delve into the forecasting process.  
Size: 450KB, Version:1.0, Publication Date:8/31/2010
A good budget analyst knows that all expenses need to be considered; and that includes depreciation expense. There happens to be a program in JDE (R12865) that will help you calculate your Depreciation Projections. This article takes us through the preparation,the depreciation computation, the projection calculation, and final steps to get the projections into your budget, and helps you understand the results.  
Size: 702 KB, Version:1, Publication Date:6/29/2010
Budgets change year after year, but that doesn't mean you need to reinvent the wheel each time. Sarah Mills demonstrates how you can use standard functionality found in JDE Financials to roll amounts forward year after year and adjust according to the upcoming year's budget. In this article, she'll cover Ledger Types, Indexed Computations, and Allocations, then ties it all together with an example of a budget rolled forward with an increase.  
Size: 1.24 MB, Version:1, Publication Date:11/11/2008
You asked, and Bob delivered. We recently received feedback about the need for more content on Budgeting in the JDEtips General Ledger class. Bob DeMartino takes us on a tour of the new budget forecasting feature available in EnterpriseOne Versions 8.10 and higher, including the setup, steps to generate a forecast, and its application to the Budget Ledger. Along the way, he'll discuss how to create "what if" scenarios using different revision numbers, and much more to help you get a better grasp on the big budget picture.  

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