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Budget Wizard - Segment Filter Panel

Access this panel using Activities>Budget Worksheet> Budget Wizard.

Use this panel to limit the budget to a certain set of account codes, for any of the segments included on the current budget worksheet.

Please note that this panel is optional; you do not have to use the filter. However, you may want to limit what goes into a budget worksheet if you have a large number of account code combinations. Remember, the system creates one budget item for each account code combination for every budget cycle.

Filter Available, Selected: To filter data, select an item in the Available column, and then click the Mover ( > ) to move it to the Selected column. Once an item is in the Selected column, you can set up its filtering criteria. Then, the worksheet is limited to the data that falls within the filter criteria designated.

The Available column contains only the current Budget Worksheet's segments; each may be selected only once.

Compares To: Select an operator from the drop-down list, or accept the default. The operator compares the value in the Selected column with the values in Criteria 1 (and Criteria 2, if applicable) to determine which records are included.

Criteria 1: Enter a value to compare with the item in the Selected column. When using Like or Not Like, you can use "%" to represent any number of characters.

Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

The account codes listed in the Criteria drop-down lists are related to the account type (revenue, expense, both, or all available) that was selected in the previous panel of the Budget wizard.

Ignore Account Code Combination Validation during the creation of this Revisions Worksheet: For a "Revisions Worksheet" type budget, select this check box to create entries in the budget worksheet that have every possible Account Code Combination. This feature is only available if (1) the Verify Account Code Combinations check box is selected by the Administrator on the Organization>Organization Preferences form and (2) the "Revisions Worksheet" type is selected on the Budget Worksheet Wizard - Budget and Worksheet Type Panel. Note that this feature is not available for a "New Worksheet" type budget.

On a "Revisions Worksheet" type budget, your selection for the Ignore Account Code Combination Validation during the creation of this Revisions Worksheet check box:
Will initially reflect what is selected for the Ignore Account Code Combination Validations check box, on the Activities>Budget Worksheet>Properties tab.
Afterwards, if the Ignore Account Code Combination Validations check box (on the Properties tab) is selected, the system will ignore account code combination validations when Validate Worksheet is selected, and/or during the Save or Transfer process. However, to resume the system's automatic validation process for the budget worksheet, you will need to clear the Ignore Account Code Combination Validations check box on the Activities>Budget Worksheet>Properties tab.
When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.