Discussion

Difference between revisions of "Budget"

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=====Editing Budget=====
 
=====Editing Budget=====
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[[File:Editing Budget.png|link=https://docs.oojeema.com/File:Editing%20Budget.png|center|thumb|867x867px|Editing Budget]]
  
 
*'''Editing Budget Information'''
 
*'''Editing Budget Information'''
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 +
{| class="wikitable"
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!Field
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!Description
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!Expected Values
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|-
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|1. Budget Center
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|•Assigned Budget Center on the Budget Module
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|•Budget Center list provided in the Budget Center MaintenanceMaintenance Module
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|-
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|2. Date
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|•Date when the Budget is created
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|•Date
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|-
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|3. Budget Description
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|•Description of the Budget
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|•Alphanumeric
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|-
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|4. Effectivity Year
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|•Year when the Budget be implemented
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|•Date
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|-
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|5. Budget Check
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|•Option on how the Budget will be Handled.
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Monitored - the system will give notifications if the user exceed on the allocated budget amount but still allow to save the transaction.
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Controlled - the system will not allow to proceed to the transactions if the amount exceed on the allotted budget amount.
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|•Controlled / Monitored
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|-
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|6. Owner
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|•Owner of the created Budget.
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|•User List provided in the User Maintenance Module
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|-
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|7. Approver
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|•Approver of the proposed created Budget
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|•User List provided in the User Maintenance Module
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|-
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|8. Prepared By:
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|•The user who prepared the Budget
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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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|•The amount assigned on the Accounts on the Budget
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|•Numeric
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|}<br />
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 +
===== Budget Options =====
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[[File:Budget Options.png|center|thumb|280x280px|Budget Options]]
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===== Importing Budget Options =====
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[[File:Budget Importing Option.png|center|thumb|585x585px|Budget Importing Option]]
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<br />
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===== Budget Record Options =====
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[[File:Budget Record Option.png|center|thumb|167x167px|Budget Record Option]]
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Notes:
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* Only the Approver can Approve or Reject the Budget proposal created.
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 +
===== 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:
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# The user can Edit the Budget Record if it is still on '''FOR APPROVAL''' status
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#* Approved Budget Record can be disapproved in order to edit its details.

Revision as of 13:12, 21 December 2020

Budget

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

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"
  • 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
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 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
File:Budget Options.png
Budget Options
Importing Budget Options
File:Budget Importing Option.png
Budget Importing Option


Budget Record Options
File:Budget Record Option.png
Budget Record Option

Notes:

  • Only the Approver can Approve or Reject the Budget proposal created.
Budget View Record
File:Budget View Record.png
Budget View Record


Notes:

  1. 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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