Creating a Detailed Revenue Amendment

Summary

In this article, you will learn how to create a detailed amendment for revenues.

Body

   Overview   

For certain departmental sales accounts, a user might not need to transfer expense but rather increase revenue. A user will always increase a revenue AND an expense account code an equal amount on a revenue amendment. Whether the actual revenue is higher than the budgeted amount, or if the budget needs increased for other reasons, this amendment type will increase the revenue for the appropriate chartstring.

   Instructions   

  1. Step 1: Click the UGABUD menu entry.
  2. Step 2: Click the Expand icon to open the Forms panel.
  3. Step 3: Click the Expand link to view the available forms.
  4. Step 4: Click the Amendments link.
  5. Step 5: Click the Amendment Review option.
  6. Step 6: Right click on a Revenue balance that needs to be amended.
  7. Step 7: Click the Investigate_Details menu entry.
  8. Step 8: Right click on the Revenue balance to be amended.
  9. Step 9: Click the Find Money menu entry.
  10. Step 10: Right click on a Revenue balance to be increased.
  11. Step 11: Click the Generate Detailed Amendment menu entry.
  12. Step 12: Type the amount of the amendment.
  13. Step 13: Click the Generate Details button.
  14. Step 14: Click the OK button.
  15. Step 15: The Detailed Revenue amendment is created and displayed.

In this article, you will learn how to create a detailed amendment for revenues.

1. Step 1

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Begin by opening the correct Application. Use the following for the UGABUD application.

Applications > Planning > UGABUD

Click the UGABUD menu entry.

2. Step 2

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Click the Expand icon to open the Forms panel.

3. Step 3

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When the Form Folder opens, click the Expand link to view the available forms.

4. Step 4

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Click the Amendments link.

5. Step 5

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A list of Forms in Amendments is shown.

Click the Amendment Review option.

6. Step 6

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Right click on a Revenue balance that needs to be amended.

Example shown here:the -15,839 field.

7. Step 7

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A pop-up menu is displayed.  You can drill down to see the values that make up this number.

Click the Investigate_Details menu entry.

8. Step 8

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Right click on the Revenue balance to be amended. 

Example shown here: the -15,839 cell.

9. Step 9

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To see what can be done to increase the selected chartstring balance amount, click “Find Money” to see where money can be moved to/from.

Click the Find Money menu entry.

10. Step 10

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Right click on a Revenue balance to be increased.

Example shown here: the -41,350 field.

11. Step 11

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You are now ready to create an amendment that will move the budget between chartstrings.

Click the Generate Detailed Amendment menu entry.

12. Step 12

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Type the amount of the amendment. This must be a non-zero amount. 

Example shown here: the 5000 list item.

13. Step 13

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Click the Generate Details button.

14. Step 14

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A message informs you that the amendment creation was successful.

Click the OK button.

15. Step 15

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The Detailed Revenue amendment is created and displayed.

Details

Details

Article ID: 151260
Created
Sun 9/25/22 9:51 AM
Modified
Fri 1/5/24 5:18 PM