Update the Rebate Budget Worksheet for Cost Reports

If you run a Cost Report with Flag fields it uses your Rebate Budget Worksheet instead of your Standard Budget Worksheet. 

You are required to update your Rebate Budget Worksheet when you wish to run a Report and you have updated budget figures in your Standard Budget Worksheet that may affect these Flag fields. To do this, follow the steps outlined below:

1. Open your Budget Worksheet and tick Select All. 

• Then right-click your Budget Worksheet and export your budget to Excel by clicking Excel. 

• Save this Excel file to your computer as a backup of your Budget.
  
  

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2. While in your Excel spreadsheet, highlight your budget from the first column containing your Chart of Account numbers until your last column containing your EFCW values (see the screenshot). 

• Drag this selection down until the row before the totals. DO NOT highlight the top header row or the bottom total row. Then right-click your Excel spreadsheet and select Copy.

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3. You will then need to open your Rebate Budget Worksheet. 

• Go back into your budget worksheet in Eclipse and select the Setup Options tab. 

• Then tick Calc Rebates and then press the Refresh Rebate button.

• This will change your worksheet to the Rebate Budget Worksheet.

• Click the Worksheet tab to go to your Rebate Budget Worksheet.

4. Now that you are in the Rebate Budget Worksheet, right-click inside it and select Paste. This will update your Rebate figures.

5. Now you can run a Cost Report with Flags enabled. 

• In the Report Range/Options tab select the Flag that you wish to use.

• Insert the Flag into the From or To field (or both) for the Flag type (Tx, F, In) that you have ticked

Note: Make sure to deselect the Flag when running standard Cost Reports.

6. Once you are done, make sure to revert back to your Standard Budget Worksheet by closing your Rebate Budget Worksheet with the X button.