How to Use Report Level of {Object} or {Object Rollup} in Custom Report or Custom Budget Entry Form definitions
Dynamic Budgets can do side by side comparisons of a single budget account to the sum of multiple accounts grouped by either the Object code or the ObjectRollup code as specified in Manage Objects.
The report level options of Object and Object Rollup were developed as a solution for organizations which needed to be able to compare the budgeted value of a primary GL code to the total of a group of sub-accounts found in the actuals.
Examples:
Object Report Level Example:
Company Budgets to a default Account-Subaccount for Total
Sales (Sales-000)
and records actuals to (Sales-Region)
|
Budget
|
Actuals
|
|
Sales-000
|
Sales-NW
Sales-South
Sales-Central
|
|
GL Code=Sales - 000, Object=Sales
|
Object=Sales
|
ObjectRollup Report Level Example:
Company Budgets each department’s total T&E expense to a
single Account-Subaccount (Travel-111)
and records actuals to various Account-Employee Initials combinations
|
Budget
|
Actuals
|
|
Travel-111
|
Airfare-ABC
Airfare-KBS
Airfare-JLM
Lodging-ABC
Lodging-KBS
Lodging-JLM
Ground Transportation-ABC
Ground Transportation-KBS
Ground Transportation-JLM
|
|
GL Code = Travel-111, ObjectRollup=”T&E”
|
ObjectRollup=”T&E”
|
In either Define Custom Budgets Entry Forms or Define Custom Reports you must specify at least one column (Column Formats) to use the report level GL Code.
In the below
example the data entry column for FY15 Budget was set to GL Code and the FY14
Actuals column was set to report level of Object.
(If no columns are set to Report Level of GL Code, no accounts will report at all)
