Budget - Revision history

Gelo at 02:47, 7 May 2021

2021-05-07T02:47:01Z

Gelo at 03:47, 4 May 2021

2021-05-04T03:47:05Z

Gelo at 06:53, 13 April 2021

2021-04-13T06:53:08Z

Gelo at 04:29, 25 January 2021

2021-01-25T04:29:23Z

Gelo at 05:12, 21 December 2020

2020-12-21T05:12:10Z

Gelo at 03:49, 21 December 2020

2020-12-21T03:49:03Z

Gelo at 03:24, 21 December 2020

2020-12-21T03:24:16Z

Gelo: Created page with "===== Budget ===== This maintenance screen allows users to add and configure Budgets for their Budget Center list. ===== Budget Record List ===== File:Budget Record List.pn..."

2020-12-21T03:20:34Z

Created page with "===== Budget ===== This maintenance screen allows users to add and configure Budgets for their Budget Center list. ===== Budget Record List ===== File:Budget Record List.pn..."

New page

===== Budget =====
This maintenance screen allows users to add and configure Budgets for their Budget Center list.

===== Budget Record List =====
[[File:Budget Record List.png|center|thumb|Budget Record List]]
Notes:

* Budgets can be tag to Purchase Orders as long as its status is "ACTIVE"
* Budget Centers can be tag to Budgets as long as its status is "ACTIVE"

===== Adding Budget =====
[[File:Adding Budget.png|center|thumb|955x955px|Adding Budget]]
<br />

@@ Line 154: / Line 154: @@
 *Only the Approver can Approve or Reject the Budget proposal created.
-*For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found[[Budget Aids|here.]]
+*For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
 =====Budget View Record=====

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
 [[Maintenance]] | [[Budget Aids]] | [[Budget Center]] | [[Chart of Account]] | [[Users]]
-</div><br />
+</div>
-=====Budget=====
+==Budget==
 This maintenance screen allows users to add and configure Budgets for their [[Budget Center]] list.
 =====Budget Record List=====

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Budget]] | [[Budget Center]] | [[Chart of Account]] | [[Users]]
+[[Maintenance]] | [[Budget Aids]] | [[Budget Center]] | [[Chart of Account]] | [[Users]]
 </div><br />
 =====Budget=====
@@ Line 68: / Line 68: @@
 *Budget Centers can be tag to Budgets as long as its status is '''ACTIVE'''
 **This can be seen in [[Budget Center]] Maintenance Module
-* Owners and Approvers users status must be '''ACTIVE''' in order to tag it when editing a Budget.
+*Owners and Approvers users status must be '''ACTIVE''' in order to tag it when editing a Budget.
-** This can be seen in [[Users]] Maintenance Module.
+**This can be seen in [[Users]] Maintenance Module.
 *For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
@@ Line 125: / Line 125: @@
 *Budget Centers can be tag to Budgets as long as its status is '''ACTIVE'''
 **This can be seen in [[Budget Center]] Maintenance Module
-* Owner and Approver Users status must be '''ACTIVE''' in order to tag it on a specific Budget.
+*Owner and Approver Users status must be '''ACTIVE''' in order to tag it on a specific Budget.
-** This can be seen in [[Users]] Maintenance Module.
+**This can be seen in [[Users]] Maintenance Module.
 *For detailed instructions on how to edit a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
@@ Line 155: / Line 155: @@
 **Approved Budget Record can be disapproved in order to edit its details.
-*For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found[[Budget Aids|here.]]
+*For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
 {| class="wikitable"

@@ Line 1: / Line 1: @@
 =====Budget=====
-This maintenance screen allows users to add and configure Budgets for their Budget Center list.
+This maintenance screen allows users to add and configure Budgets for their [[Budget Center]] list.
 =====Budget Record List=====
@@ Line 6: / Line 9: @@
 Notes:
-*Budgets can be tag to Purchase Orders as long as its status is "ACTIVE"
+*Budgets can be tag to Purchase Orders as long as its status is '''ACTIVE'''
-*Budget Centers can be tag to Budgets as long as its status is "ACTIVE"
+**This can be seen in [[Budget]] Maintenance Module
 =====Adding Budget=====
@@ Line 19: / Line 24: @@
 !Expected Values
 |-
-|1. Budget Center
+|1. [[Budget Center]]
 |•Assigned Budget Center on the Budget Module
 |•Budget Center list provided in the Budget Center MaintenanceMaintenance Module
@@ Line 43: / Line 48: @@
 |•Controlled / Monitored
 |-
-|6. Owner
+|6. [[Users|Owner]]
 |•Owner of the created Budget.
 |•User List provided in the User Maintenance Module
 |-
-|7. Approver
+|7. [[Users|Approver]]
 |•Approver of the proposed created Budget
 |•User List provided in the User Maintenance Module
@@ Line 59: / Line 64: @@
 |•Numeric
 |}
 =====Editing Budget=====
@@ Line 70: / Line 83: @@
 !Expected Values
 |-
-|1. Budget Center
+|1. [[Budget Center]]
 |•Assigned Budget Center on the Budget Module
-|•Budget Center list provided in the Budget Center MaintenanceMaintenance Module
+|•Budget Center list provided in the Budget Center Maintenance Module
 |-
 |2. Date
@@ Line 93: / Line 106: @@
 |•Controlled / Monitored
 |-
-|6. Owner
+|6. [[Users|Owner]]
 |•Owner of the created Budget.
 |•User List provided in the User Maintenance Module
 |-
-|7. Approver
+|7. [[Users|Approver]]
 |•Approver of the proposed created Budget
 |•User List provided in the User Maintenance Module
@@ Line 108: / Line 121: @@
 |•The amount assigned on the Accounts on the Budget
 |•Numeric
-|}<br />
+|}Notes:
-===== Budget Options =====
+=====Budget Options=====
-[[File:Budget Options.png|center|thumb|280x280px|Budget Options]]
+[[File:Budget Options.png|center|thumb|280x280px|Budget Options]]Notes:
-===== Importing Budget Options =====
+*For detailed instructions on how to Export and Import a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
-===== Budget Record Options =====
+=====Importing Budget Options=====
-[[File:Budget Record Option.png|center|thumb|167x167px|Budget Record Option]]
+[[File:Budget Importing Option.png|center|thumb|585x585px|Budget Importing Option]]Notes:
 Notes:
-* Only the Approver can Approve or Reject the Budget proposal created.
+*Only the Approver can Approve or Reject the Budget proposal created.
-===== Budget View Record =====
+=====Budget View Record=====
 [[File:Budget View Record.png|center|thumb|Budget View Record]]
@@ Line 129: / Line 152: @@
 Notes:
-# The user can Edit the Budget Record if it is still on '''FOR APPROVAL''' status
+*The user can Edit the Budget Record if it is still on '''FOR APPROVAL''' status
-#* Approved Budget Record can be disapproved in order to edit its details.
+**Approved Budget Record can be disapproved in order to edit its details.

← Older revision		Revision as of 05:12, 21 December 2020
Line 61:		Line 61:

	=====Editing Budget=====		=====Editing Budget=====
		+	[[File:Editing Budget.png\|link=https://docs.oojeema.com/File:Editing%20Budget.png\|center\|thumb\|867x867px\|Editing Budget]]

	*'''Editing Budget Information'''		*'''Editing Budget Information'''
		+
		+	{\| class="wikitable"
		+	!Field
		+	!Description
		+	!Expected Values
		+	\|-
		+	\|1. Budget Center
		+	\|•Assigned Budget Center on the Budget Module
		+	\|•Budget Center list provided in the Budget Center MaintenanceMaintenance Module
		+	\|-
		+	\|2. Date
		+	\|•Date when the Budget is created
		+	\|•Date
		+	\|-
		+	\|3. Budget Description
		+	\|•Description of the Budget
		+	\|•Alphanumeric
		+	\|-
		+	\|4. Effectivity Year
		+	\|•Year when the Budget be implemented
		+	\|•Date
		+	\|-
		+	\|5. Budget Check
		+	\|•Option on how the Budget will be Handled.
		+	Monitored - the system will give notifications if the user exceed on the allocated budget amount but still allow to save the transaction.
		+
		+	Controlled - the system will not allow to proceed to the transactions if the amount exceed on the allotted budget amount.
		+	\|•Controlled / Monitored
		+	\|-
		+	\|6. Owner
		+	\|•Owner of the created Budget.
		+	\|•User List provided in the User Maintenance Module
		+	\|-
		+	\|7. Approver
		+	\|•Approver of the proposed created Budget
		+	\|•User List provided in the User Maintenance Module
		+	\|-
		+	\|8. Prepared By:
		+	\|•The user who prepared the Budget
		+	\|•Auto-generated(Currently the user logged in creating the budget)
		+	\|-
		+	\|9.Amount(Accounts)
		+	\|•The amount assigned on the Accounts on the Budget
		+	\|•Numeric
		+	\|}<br />
		+
		+	===== Budget Options =====
		+	[[File:Budget Options.png\|center\|thumb\|280x280px\|Budget Options]]
		+
		+	===== Importing Budget Options =====
		+	[[File:Budget Importing Option.png\|center\|thumb\|585x585px\|Budget Importing Option]]
		+	<br />
		+
		+	===== Budget Record Options =====
		+	[[File:Budget Record Option.png\|center\|thumb\|167x167px\|Budget Record Option]]
		+	Notes:
		+
		+	* Only the Approver can Approve or Reject the Budget proposal created.
		+
		+	===== Budget View Record =====
		+	[[File:Budget View Record.png\|center\|thumb\|Budget View Record]]
		+
		+
		+	Notes:
		+
		+	# The user can Edit the Budget Record if it is still on '''FOR APPROVAL''' status
		+	#* Approved Budget Record can be disapproved in order to edit its details.

@@ Line 12: / Line 12: @@
 [[File:Adding Budget.png|center|thumb|955x955px|Adding Budget]]
-* '''Adding Budget Information'''
+*'''Adding Budget Information'''
 {| class="wikitable"
@@ Line 19: / Line 19: @@
 !Expected Values
 |-
+|1. Budget Center
+|•Assigned Budget Center on the Budget Module
+|•Budget Center list provided in the Budget Center MaintenanceMaintenance Module
 |-
+|2. Date
+|•Date when the Budget is created
+|•Date
 |-
+|3. Budget Description
+|•Description of the Budget
+|•Alphanumeric
 |-
+|4. Effectivity Year
+|•Year when the Budget be implemented
+|•Date
 |-
+|5. Budget Check
+|•Option on how the Budget will be Handled.
-−
 |-
+|6. Owner
+|•Owner of the created Budget.
+|•User List provided in the User Maintenance Module
 |-
+|7. Approver
+|•Approver of the proposed created Budget
+|•User List provided in the User Maintenance Module
 |-
+|8. Prepared By:
+|•The user who prepared the Budget
+|•Auto-generated(Currently the user logged in creating the budget)
 |-
+|9.Amount(Accounts)
+|•The amount assigned on the Accounts on the Budget
+|•Numeric
 |}
-===== Editing Budget =====
+=====Editing Budget=====
-* '''Editing Budget Information'''
+*'''Editing Budget Information'''