Creating and maintaining budget entries
Menu path
System ➔ Finance ➔ Budgets
Introduction
This document provides you the steps to creating and maintaining
budget entries, as well as viewing, editing, deleting, printing and allocating
the budget entries.
What version are you using?
The information in this document is applicable to product
update 407. If you have versions lower than this, certain features explained
here will not be applicable.
How do I create budget entries?
- In the overview of budget entries screen, click New.
- Define the required details.
- Click Save, and then click Close.
How do I modify budget entries?
- In the overview of budget entries screen, define the search criteria.
- Click Refresh.
- Select the relevant budget entry.
- Click Open.
- Modify the necessary details.
- Click Save, and then click Close.
How do I allocate budget entries?
- In the overview of budget entries screen, define the search criteria.
- Click Refresh.
- Select the relevant budget entry.
- Click Allocate.
- At Allocate to, select the relevant option.
- Define the relevant columns.
- Click Close.
- A confirmation message will be displayed. Click Yes to proceed, or click No
to cancel. For more information, see Allocating
project budgets.
How do I print budget entries?
- In the overview of budget entries screen, define the search criteria.
- Click Refresh.
- Select the relevant budget entry.
- Click Print.
- Define the relevant options.
- Click Start, and the budget overview will be displayed.
- Click Print.
How do I delete budget entry lines?
- In the overview of budget entries screen, define the search criteria.
- Click Refresh.
- Select the relevant budget entry.
- Click Zoom.
- Select the relevant budget entry line.
- Click Delete.
- A confirmation message will be displayed. Click Yes to proceed, or click No
to cancel.
Fields
Group by
Select the method by which you want to group the budget in
the overview. You can group by GL account, Debtor, Creditor,
Item, Project, Asset, Cost centre, Cost unit,
Warehouse, Period, or None.
Project
Type or select the project or a range of projects to view
the budget entries for the project(s). Select the All check box if
you want to view the budget entries for all projects.
Note: This field depends on the Group by selection
you have made. For example, if you select Debtor under Group by,
the field will be displayed as Debtor. However, if you select None
under Group by, the field will be displayed as GL account.
Date
Type or select the date range for which you want to view the
budget entries. Select the All check box if you want to view the
budget entries for all dates.
Revenue
Select this check box to view the revenue budgets.
Costs
Select this check box to view the cost budgets.
Budget scenario
Type or select the budget scenario to view the entries for
the selected budget scenario. This is a mandatory field.
Include: Children
Select this check box to view budget entries for the
children projects.
Note: This check box will be enabled only if you
select Project at Group by, and the projects related to the selected
budget scenario contain budget entries for the children projects.
Buttons
Simple
Click this to hide the advanced search criteria.
Refresh
Click this to refresh a search or to view the updated
records of the budget entries that have been modified.
Allocate
Click this to allocate the budget entry lines to projects.
Note: This button is enabled only for budget entries
that are related to projects.
Zoom
Click this to view the budget entry per line in the budget
scenario.
Back
Click this to return to the previous screen.
Note: This button is enabled only after you have
clicked Zoom.
Print
Click this to go to the Financial entries screen.
Here, you can define the budget scenario report that you want to print, the
layout, the option to view the actual and/or budgeted amounts, and the sorting
option for the budget scenario reports. After defining the settings, click Start
to generate the print preview of the budget overview. In the preview, click Print
to print the budget overview.
Delete
Click this to delete a budget entry line.
Open
Click this to open a selected budget entry line to view or edit
the records of the budget entry.
New
Click this to create a budget entry.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
12.790.417 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
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| Disclaimer |