F230 Subaccounts, Budgets, and Allocations 2023 R1
By completing this course, you will learn how to configure subaccounts in the system and process transactions with subaccounts, how to set up budgets and perform various tasks with budgets, as well as how to configure allocation rules and run allocations. The current version of the course is valid for Acumatica ERP 2023 R1 Update 1 and later.
Through the examples, you will learn how to perform the following tasks in Acumatica ERP:
- Subaccounts: configuring subaccounts and automatically combined subaccounts, processing transactions with subaccounts and combined subaccounts, as well as splitting transactions with subaccounts
- Budgets: creating a budget ledger, preparing simple budgets, configuring a budget tree, configuring access to budget nodes, preparing and modifying a hierarchical budget, converting a simple budget to a hierarchical budget, preparing and running a Budget vs. Actual ARM report, and revising a budget
- Allocations: creating allocation rules based on various distribution methods, and running allocations
The webinar recordings presented below are based on the training guide for Acumatica ERP 2020 R1. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2023 R1.
In this training, the following PowerPoint presentation has been used: F230 Financials: Subaccounts, Budgets, and Allocations 2020 R1