JD Edwards EnterpriseOne Budgeting Rel 9.0 Self-Study Course

This course describes and demonstrates the fundamentals of setting up the JD Edwards EnterpriseOne Budgeting system in order to establish budgets using standard budget methods as well as using other budget methods, managing budgets, and performing budget forecasting. Upon completion of this course, students will be able to confidently set up the Budgeting system, forecast budgets, and establish budgets based on their company’s requirements.

Learn To:

• Set up the JD Edwards EnterpriseOne Budgeting system
• Create annual budgets and detailed budgets
• Create journalized budgets
• Perform budget forecasting
• Manage budgets
• Create a budget using Indexed Allocations

Audience

• Business Analysts
• Technical Administrator
• Functional Implementer
• Technical Consultant

Course Topics Setting Up the System for Budgeting

• Setting Up Budget Ledger Types
• Setting Up Budget Pattern Codes

Establishing Budgets Using Basic Budget Methods

• Setting Up Annual Budgets
• Creating Detailed Budgets

Establishing Budgets Using Other Budget Methods

• Creating Journalized Budgets
• Creating a Budget Using Indexed Allocations
• Importing a Budget from a Spreadsheet
• Describing the PC Budget Upload Process

Managing Budgets

• Reviewing Budget Worksheets
• Reviewing Budget Comparisons Online
• Managing Budget Overages

Performing Budget Forecasting

• Describing Budget Forecasting and Planning
• Setting Up Forecasting and Planning
• Creating a Forecasted Budget

Course Objectives

• Set up the JD Edwards EnterpriseOne Budgeting system
• Establish budgets using standard budget methods
• Establish budgets using other budget methods
• Manage budgets
• Perform budget forecasting