Annual Budget

Acumatica, Writeback

The Annual Budget Writeback template creates and updates general ledger budgets by period in Acumatica directly from a workbook. You can calculate the monthly amounts from the actuals of a previous year or from an existing budget version, or enter them manually. You can use the template for annual, departmental, branch, or company wide budgets. It uses the NECWRITEBACK formula, generated with the Writeback Wizard, to send changes from your workbook back to Acumatica.

important

Click Initialize before you edit budgets. Initialize creates a workbook copy with static data, so a refresh keeps your changes.

Write an annual budget back to Acumatica

1. Select the Budget Ledger, Financial Year, Actual Ledger, and Actual Year Reference in the budget header.
2. Click Create Budget and refresh the workbook, if the budget doesn't exist yet in Acumatica.
3. Click Initialize.
4. Fill in the monthly amounts with the budget helper columns, or enter them directly.
5. Review the budget, then click Push to Acumatica.
6. Click Release Selected or Release All.
7. Click Reset before you start another budget.

Annual budget header fields

The header identifies the Acumatica budget to update. Branch and Sub Account are optional filters.

Header field	What it contains
Budget Ledger	Budget ledger that contains the annual budget.
Financial Year	Fiscal year for which the budget is being prepared.
Branch	Optional branch used to limit or define the budget records displayed.
Sub Account	Optional subaccount filter used to narrow the displayed budget lines.

Actual comparison fields

• Actual Ledger sets the ledger for the comparison with actuals and for the helper calculations.
• Actual Year Reference sets the financial year that the budget starts from.

Writeback actions

Writeback action	What it does
Create Budget	Creates the selected budget ledger and financial year in Acumatica when they do not already exist. Refresh the workbook after creation so the new budget records are available in the template.
Push to Acumatica	Writes the prepared monthly budget amounts to Acumatica. A confirmation message indicates whether processing completed successfully.
Initialize	Creates a separate workbook copy with (Initialized) added to the file name. Data extractions are disabled and the extracted budget data is made static in this copy so it remains available while the budget is being prepared.
Reset	Clears the current changes and restores the template to its last saved state. Any unsaved budget entries or edits are removed.
Release Selected	Releases the budget lines whose Select checkboxes are enabled.
Release All	Releases all eligible lines in the selected budget.

Annual budget grid

The budget grid lists the selected accounts, the actuals of the reference year, the helper columns, and the monthly budget amounts.

Budget grid column	What it contains
Branch	Branch associated with the budget line.
Account	General ledger account included in the budget.
Account Desc.	Description of the general ledger account.
Sub Account	Subaccount associated with the budget line.
Sub Account Desc.	Description of the subaccount.
Actual Total	Total actual amount for the selected reference year.
Split Equally	Annual amount to distribute evenly across all fiscal periods.
Split Season	Annual amount to distribute according to the monthly pattern of the reference-year actuals.
% Inc PY	Percentage increase or decrease applied to each reference-year monthly actual amount.
January to December	Budget amount for each fiscal period. Values may be generated by a helper or entered manually.
Total	Sum of the monthly budget amounts for the line.
Status	Current Acumatica status of the budget line, such as released or unreleased.
Select	Marks the line for use with Release Selected.

Budget helper columns

Each helper column calculates the monthly amounts with a different method, and you can also enter or change any monthly amount manually. Use one helper per line, the one that matches how you budget that account.

Check the monthly amounts before writeback, especially when the reference year total is zero or the seasonal pattern is unusual.

• Split Equally divides the annual amount evenly across all financial periods.
• Split Season spreads the annual amount by the monthly pattern of the reference year actuals.
• % Inc PY applies a percentage increase or decrease to each monthly actual of the reference year. A value of 0% copies the reference year actuals as is.

Review the budget before writeback

Writing the budget back and releasing the budget are separate actions. After the writeback, click Release Selected to release individual lines or Release All to release the whole budget.

• Confirm that the correct Budget Ledger, Financial Year, Branch, and Sub Account are selected.
• Review the monthly amounts and the Total of each account.
• Check that your manual changes are still in place, since running a helper column again replaces them.
• Check the Status of each line to see whether the line still needs a release.