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Difference between revisions of "Budget"
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Maintenance]] | [[Budget]] | [[Budget Center]] | [[Chart of Account]] | [[Users]] | + | [[Maintenance]] | [[Budget Aids]] | [[Budget Center]] | [[Chart of Account]] | [[Users]] |
</div><br /> | </div><br /> | ||
=====Budget===== | =====Budget===== | ||
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*Budget Centers can be tag to Budgets as long as its status is '''ACTIVE''' | *Budget Centers can be tag to Budgets as long as its status is '''ACTIVE''' | ||
**This can be seen in [[Budget Center]] Maintenance Module | **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. | + | *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. | + | **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.]] | *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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*Budget Centers can be tag to Budgets as long as its status is '''ACTIVE''' | *Budget Centers can be tag to Budgets as long as its status is '''ACTIVE''' | ||
**This can be seen in [[Budget Center]] Maintenance Module | **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. | + | *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. | + | **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.]] | *For detailed instructions on how to edit a Budget, You can visit the Budget Job Aids which can be found [[Budget Aids|here.]] | ||
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**Approved Budget Record can be disapproved in order to edit its details. | **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[[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.]] |
{| class="wikitable" | {| class="wikitable" | ||
Revision as of 14:53, 13 April 2021
Contents
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
- 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 foundhere.
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 |