Creating Budget Entries
Menu path:
Introduction
At this page, you can enter the budget amount and allocate them to the required periods. These budgets are allocated to the general ledger account that you select.
Menu path
Go to Financial/Entry/Budgets/Entries, and then click Entry: Period.
Roles & rights
To create the budget entries, function right 72 - Maintain budget entries is required. Users with the General manager and Controller roles have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Button
Save
Click this to save the created budget entries.
Save + New
Click this to save the budget entries and create new budget entries.
Close
Click this to exit.
Description
Division
By default, the division displayed is based on the option you select at Division when you display the budget entries. For more information, see Displaying Budget Entries.
Currency
By default, the currency displayed is derived from the default currency of the selected division at Division when you display the budget entries. For more information, see Displaying Budget Entries.
Scenario
Select the available budget scenario listed at Scenario.
Note: The budget scenario displayed is based on the year that you select at Year.
Year
By default, the year displayed is based on the option you select at Year when you display the budget entries. For more information, see Displaying Budget Entries. Select another year if you wish to create different budget entries.
Entry
Click New to create a budget entry number.
Note: The system will automatically generate a budget entry number if you did not create any.
G/L
Type or select a general ledger account to allocate the budget amount to a specific general ledger account. This is mandatory.
Person
Type or select a person to allocate the budget entries to the selected person.
Cost center
Type or select a cost center if you wish to allocate the budget amount to a specific cost center.
Cost unit
Type or select a cost unit if you wish to allocate the budget amount to a specific cost unit.
Item
Type or select an item if you wish to allocate the budget amount by to a specific item.
Project
Type or select a project if you wish to allocate the budget amount by to a specific project.
Account
Type or select an account if you wish to allocate the budget amount by to a specific account.
Document
Type or select a document for the budget entries, if any.
From the displayed columns, type the budget amount, quantity, and description if any, for each displayed period at Amount, Quantity, and Description.
Related document
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.428.722 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
01-10-2010 |
Release: |
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Attachment: |
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Disclaimer |