Using Line-Item Mass Adjustments

This chapter provides an overview of line-item mass adjustment and discusses how to perform line-item mass adjustments.

Understanding Line-Item Mass Adjustment

The line-item mass adjustment functionality enables you to apply an amount or percentage change to one or many line-items at the same time. As a budget preparer, you can perform this functionality on line items that span one or many budget periods and dimensions for your planning center. When you are a non-preparer, such as reviewer or analyst role, you can also perform adjustments across one or many planning centers.

To perform line-item mass updates on working versions and planning centers, access the Mass Adjustment List page from the My Planning Workspace page.

You can use the mass adjustments functionality in any role you may be assigned to—preparer, reviewer, analyst, or coordinator—as long as the Allowed to do adjustments? option on the User Roles is enabled for your User ID. The line-item activities that you have access to depends on your authority to access the activity and planning center for your user ID and role name.

Note that the system considers adjustment IDs unique at the planning center version level. (The hierarchy level being first business unit, then planning model, then activity, then scenario, then planning center, and finally version.) In contrast, the system considers allocation IDs unique at the scenario level. (The hierarchy level being first business unit, then planning model, then activity, then scenario.)

See Also

Assigning Planning and Budgeting Roles to PeopleTools User Roles

Performing Line-Items Mass Adjustments

This section discusses how to:

• Maintain mass adjustment definitions.

• Select line items for mass adjustment.

• Enter mass adjustment details.

Pages Used to Perform Line-Item Mass Adjustments

Maintaining Mass Adjustment Definitions

Access the Mass Adjustment List page.

Adjustment ID	Enter an unique adjustment ID. You cannot use the word SYSTEM as a prefix because the application automatically prefixes system-generated adjustments with SYSTEM. (For example, you cannot enter an adjustment ID of SYSTEM123.) Note. You cannot change selection parameters or the mass adjustment definition for an existing adjustment ID that you applied or reversed.
Statistical Budgeting	Select to adjust statistical accounts or codes.
Go	Click to add or modify the adjustment parameters for the adjustment ID.
Adjustment Amount	Displays the value of the applied adjustment. The system saves the mass adjustment modifications for the selected line-items.
Currency Code	Displays the adjustment's currency code.
Apply	Click to perform the mass adjustment that you define on the Mass Adjustment Details page.
Reverse	Click to reverse a previously applied mass adjustment. Note. You do not have to reverse mass adjustment IDs in the order in which you created them. When the system applies or reverses an adjustment, it uses the value defined when you checked out the activity and created and saved the adjustment ID.

Note. You can delete an existing adjustment ID that you have not yet applied by deleting the line item row. If you have applied it, you can reverse the mass adjustment, and then delete it.

Selecting Line Items for Mass Adjustment

Access the Mass Adjustment Selection page.

Adjustment ID	Enter a reason for the line-item mass adjustment in this free-form text field.
Account Category	Select to narrow your line-item selection criteria to a similar group of accounts (such as building expenses).
FromandTo(from and to ChartField values)	Enter a range of values to narrow your line-item selection criteria. If you are adjusting statistical amounts, you must enter a Statistical Code dimension value when using statistical codes during budgeting. You cannot adjust more than one statistical code in the same adjustment ID. When adjusting monetary amounts for a multi-currency model, enter a single currency code. You cannot adjust more than one currency code in the same adjustment ID.

Entering Mass Adjustment Details

Access the Mass Adjustment Details page.

Before Adjustment	Displays the total amount of all selected line-item rows.
Adjustment	Displays the total amount calculated as your mass adjustment for all selected line-items, based on your specified adjustment parameters.
After Adjustment	Displays the sum of the before and after adjustment amounts. This sum represents the line-item amount total after applying the mass adjustments' total.
Percentage	Enter the relative increase or decrease to apply an amount to each of the selected line-item rows. Enter the percentage as a number with two decimal places. Enter a positive number to indicate a percentage increase and a negative number to indicate a percentage decrease. For example, you enter 2.00 for a two percent increase, or -2.50 for a two and one-half percent decrease.
Adjustment Amount	Enter the increase or decrease amount to apply to each of the selected line-item rows.
Budget Period From and To Budget Period	Enter the budget period range to which you want to apply the mass adjustment. If you do not enter beginning and ending budget periods, the mass adjustment applies to all budget periods defined in the planning model for the selected line items.
Select	Select the check box next to each line-item row that you want to include in the mass adjustment process.

Note. In the activity scenario's planning model , you can exclude line items from mass adjustments by clearing the Adjustments check box on the Assign Planning Method Defaults - Override Controls page. If the check box is clear for the corresponding account dimension member, then the system excludes it from any mass adjustments, and the line item does not display on the Mass Adjustments Details page.

If you select the Hold check box for line-item rows on the Line-Item Detailspage, the system excludes selected line items from any mass adjustment changes, and does not display them on the Mass Adjustment Details page.