How To use The Distribution Tool

If the budget is divided into multiple periods, it can be a tedious task to enter the “budget” figures for all periods especially if it is the same figure for all periods. If import of budget figures is not an option, the distribution tool can be used. Here is how it works.

1. Click [Purchasing] à [Budget]
2. Use the filter bar to retrieve the budget rows to edit (Ref. the chapter: The budget filter function for more details)
3. Click the [Open distribution] button in the top menu.

Fig 11: Distribution dialog.
 

1. Fill in the distribution details
   • Amount to distribute: Enter the total amount to be distributed to all periods
   • Account: Select the “Account”
   • Cost Code: Select the “Cost Code” (If applicable)
   • Column: Specify the budget column to update (Suggested (office), Suggested (unit) or Budget)
   • Budget Periods: The number of periods the system is configured to use will be displayed
   • Period amount: This field will display the amount allocated on each budget period.
2. Click [Distribute]