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Difference between revisions of "Budget"
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[[Maintenance]] | [[Budget Aids]] | [[Budget Center]] | [[Chart of Account]] | [[Users]] | [[Maintenance]] | [[Budget Aids]] | [[Budget Center]] | [[Chart of Account]] | [[Users]] | ||
| − | </div | + | </div> |
| − | + | ==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. | ||
| + | =====Requirements before using Budget===== | ||
| + | |||
| + | *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Budget]] | ||
| + | *#[[Budget Center]] | ||
| + | *#[[Chart of Account]] | ||
| + | *#[[Users]] | ||
| + | *For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Budget Center Aids]] | ||
| + | *#[[Chart of Accounts Aids]] | ||
| + | *#[[Users Aids]] | ||
=====Budget Record List===== | =====Budget Record List===== | ||
| Line 144: | Line 154: | ||
*Only the Approver can Approve or Reject the Budget proposal created. | *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===== | =====Budget View Record===== | ||
Latest revision as of 10:47, 7 May 2021
Contents
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
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
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
- This can be seen in Budget Center Maintenance Module
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
- 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 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
- 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 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.
| 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 |