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Difference between revisions of "Budget"

 
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=====Budget=====
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<div style="text-align: center;">
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This maintenance screen allows users to add and configure Budgets for their Budget Center list.
+
[[Maintenance]] | [[Budget Aids]] | [[Budget Center]] | [[Chart of Account]] | [[Users]]
 +
</div>
 +
==Budget==
 +
This maintenance screen allows users to add and configure Budgets for their [[Budget Center]] list.
 +
=====Requirements before using Budget=====
 +
 
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Budget]]
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*#[[Budget Center]]
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*#[[Chart of Account]]
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*#[[Users]]
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*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
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*#[[Budget Center Aids]]
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*#[[Chart of Accounts Aids]]
 +
*#[[Users Aids]]
  
 
=====Budget Record List=====
 
=====Budget Record List=====
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Notes:
 
Notes:
  
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*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"
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**This can be seen in [[Budget]] Maintenance Module
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*Budget Centers can be tag to Budgets as long as its status is '''ACTIVE'''
 +
**This can be seen in [[Budget Center]] Maintenance Module
  
 
=====Adding Budget=====
 
=====Adding Budget=====
 
[[File:Adding Budget.png|center|thumb|955x955px|Adding Budget]]
 
[[File:Adding Budget.png|center|thumb|955x955px|Adding Budget]]
  
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* '''Adding Budget Information'''
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*'''Adding Budget Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
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!Expected Values
 
!Expected Values
 
|-
 
|-
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|
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|1. [[Budget Center]]
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|
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|•Assigned Budget Center on the Budget Module
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|
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|•Budget Center list provided in the Budget Center MaintenanceMaintenance Module
 
|-
 
|-
−
|
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|2. Date
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|
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|•Date when the Budget is created
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|
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|•Date
 
|-
 
|-
−
|
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|3. Budget Description
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|
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|•Description of the Budget
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|
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|•Alphanumeric
 
|-
 
|-
−
|
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|4. Effectivity Year
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|
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|•Year when the Budget be implemented
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|
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|•Date
 
|-
 
|-
−
|
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|5. Budget Check
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|
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|•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
 
|-
 
|-
−
|
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|6. [[Users|Owner]]
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|
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|•Owner of the created Budget.
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|
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|•User List provided in the User Maintenance Module
 
|-
 
|-
−
|
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|7. [[Users|Approver]]
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|
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|•Approver of the proposed created Budget
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|
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|•User List provided in the User Maintenance Module
 
|-
 
|-
−
|
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|8. Prepared By:
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|
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|•The user who prepared the Budget
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|
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|•Auto-generated(Currently the user logged in creating the budget)
 
|-
 
|-
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|
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|9.Amount(Accounts)
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|
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|•The amount assigned on the Accounts on the Budget
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|
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|•Numeric
 
|}
 
|}
 +
Notes:
 +
 +
*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.
 +
**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.]]
 +
 +
=====Editing Budget=====
 +
[[File:Editing Budget.png|link=https://docs.oojeema.com/File:Editing%20Budget.png|center|thumb|867x867px|Editing Budget]]
 +
 +
*'''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 Maintenance 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. [[Users|Owner]]
 +
|•Owner of the created Budget.
 +
|•User List provided in the User Maintenance Module
 +
|-
 +
|7. [[Users|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
 +
|}Notes:
 +
 +
*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.
 +
**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.]]
 +
 +
=====Budget Options=====
 +
[[File:Budget Options.png|center|thumb|280x280px|Budget Options]]Notes:
 +
 +
*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.]]
 +
 +
=====Importing Budget Options=====
 +
[[File:Budget Importing Option.png|center|thumb|585x585px|Budget Importing Option]]Notes:
 +
 +
*For detailed instructions on how to import a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
 +
 +
=====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.
 +
*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=====
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[[File:Budget View Record.png|center|thumb|Budget View Record]]
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 +
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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.
  
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===== Editing Budget =====
+
*For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]]
  
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* '''Editing Budget Information'''
+
{| class="wikitable"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
 +
|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Users]]
 +
|-
 +
|Purchase
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|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Budget Aids]]<nowiki> | </nowiki>[[Budget Center Aids]]<nowiki> |</nowiki> [[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Users Aids]]
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order]]
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|-
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|Others
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|[[Budget Process]]
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|}

Latest revision as of 10:47, 7 May 2021

Budget

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

Requirements before using Budget
Budget Record List
File:Budget Record List.png
Budget Record List

Notes:

  • Budgets can be tag to Purchase Orders as long as its status is ACTIVE
    • This can be seen in Budget Maintenance Module
  • Budget Centers can be tag to Budgets as long as its status is ACTIVE
Adding Budget
File:Adding Budget.png
Adding Budget
  • Adding Budget Information
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

Notes:

  • Budget Centers can be tag to Budgets as long as its status is ACTIVE
  • 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.
  • For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found here.
Editing Budget
File:Editing Budget.png
Editing Budget
  • Editing Budget Information
Field Description Expected Values
1. Budget Center •Assigned Budget Center on the Budget Module •Budget Center list provided in the Budget Center Maintenance 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

Notes:

  • Budget Centers can be tag to Budgets as long as its status is ACTIVE
  • 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.
  • For detailed instructions on how to edit a Budget, You can visit the Budget Job Aids which can be found here.
Budget Options
File:Budget Options.png
Budget Options

Notes:

  • For detailed instructions on how to Export and Import a Budget, You can visit the Budget Job Aids which can be found here.
Importing Budget Options
File:Budget Importing Option.png
Budget Importing Option

Notes:

  • For detailed instructions on how to import a Budget, You can visit the Budget Job Aids which can be found here.
Budget Record Options
File:Budget Record Option.png
Budget Record Option

Notes:

  • 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 here.
Budget View Record
File:Budget View Record.png
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.
  • For detailed instructions on how to create a Budget, You can visit the Budget Job Aids which can be found here.
Categories:
Modules
Maintenance Maintenance | Budget | Budget Center | Chart of Account | Users
Purchase Import Purchase Order | Purchase Order
Job Aid Modules
Maintenance Aids Budget Aids | Budget Center Aids | Chart of Accounts Aids | Users Aids
Purchase Aids Import Purchase Order Aid | Purchase Order
Others Budget Process
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