Skip to main content
Answer

Where can the period budgets be found for a GI?

  • August 13, 2025
  • 3 replies
  • 39 views

Forum|alt.badge.img

I’m trying to find the budgets for the individual 12 months are. GLBudgetLine is supposedly where they are, but they’re not there. How Can I add these budgets to a GI?

 

Best answer by meganfriesen37

Hi ​@kkraus 

You may need to use FinPtdDebit and/or FinPtdCredit together to get the turnover value for the period, as there is no field that has the turnover value stored (at least not last time I checked).

Megan

3 replies

meganfriesen37
Captain II
Forum|alt.badge.img+12

You can get this information on the GLHistory table.  Just filter for based on the Ledger to get the specific budget ledger (if you have multiple) or you can use [GLHistory.BalanceType] = 'B' (type ‘A’ is actuals).

Megan


Forum|alt.badge.img
  • Author
  • Freshman II
  • August 13, 2025

You can get this information on the GLHistory table.  Just filter for based on the Ledger to get the specific budget ledger (if you have multiple) or you can use [GLHistory.BalanceType] = 'B' (type ‘A’ is actuals).

Megan

@meganfriesen37 That did bring up the table. However I can only find the running total, curyFinYtdBalance, and not the monthly value. Is there a value would only show the specific month?

 

Edit: Never mind, it was FinPtdDebit.

 


meganfriesen37
Captain II
Forum|alt.badge.img+12
  • Captain II
  • Answer
  • August 13, 2025

Hi ​@kkraus 

You may need to use FinPtdDebit and/or FinPtdCredit together to get the turnover value for the period, as there is no field that has the turnover value stored (at least not last time I checked).

Megan