Difference between revisions of "Budget"

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[[File:Adding Budget.png|center|thumb|955x955px|Adding Budget]]
 
[[File:Adding Budget.png|center|thumb|955x955px|Adding Budget]]
  
* '''Adding Budget Information'''
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*'''Adding Budget Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
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!Expected Values
 
!Expected Values
 
|-
 
|-
|
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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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|2. Date
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|•Date when the Budget is created
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|•Date
 
|-
 
|-
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|3. Budget Description
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|•Description of the Budget
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|•Alphanumeric
 
|-
 
|-
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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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|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.
 +
 
 +
Controlled - the system will not allow to proceed to the transactions if the amount exceed on the allotted budget amount.
 +
|•Controlled / Monitored
 
|-
 
|-
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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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|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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|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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|9.Amount(Accounts)
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|•The amount assigned on the Accounts on the Budget
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|•Numeric
 
|}
 
|}
  
===== Editing Budget =====
+
=====Editing Budget=====
  
* '''Editing Budget Information'''
+
*'''Editing Budget Information'''

Revision as of 11:49, 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
  • 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