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Difference between revisions of "Budget"
(Tag: Visual edit) |
(Tag: Visual edit) |
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=====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. |
Revision as of 13:12, 21 December 2020
Contents
Budget
This maintenance screen allows users to add and configure Budgets for their Budget Center list.
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
- 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 |
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 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 |
Budget Options
Importing Budget Options
Budget Record Options
Notes:
- Only the Approver can Approve or Reject the Budget proposal created.
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.