Budget

Maintenance | Budget Aids | Budget Center | Chart of Account | Users

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
  1. Budget Center
  2. Chart of Account
  3. Users
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Budget Center Aids
  2. Chart of Accounts Aids
  3. Users Aids

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.

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