Accounting › Budgeting
Budgets
The plan. Open one to maintain its lines and see what is committed against each.
Where to find it
- Module: Accounting
- Group: Planning & Control
- Section: Budgeting
- Screen: Budgets
Address in the console: /accounting/budgets
List · 9 columns · 8 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Budget | Code | code |
| Name | Text | name |
| Year | Number | fiscal_year |
| Type | Status | budget_type |
| Planned | Amount | planned |
| Committed | Amount | committed |
| Actual | Amount | actual |
| Available | Amount | available |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code | Text | Left blank when the number range is system generated. | |
| Name required | Text | ||
| Fiscal year required | Number | ||
| Type | Choice | Configuration list | |
| Control level | Choice | Configuration list | Overrides the company default for this budget. |
| Tolerance % | Number | ||
| Owner | Choice | Looked up from existing records | |
| Notes | Long text |
What you can do here
Activate
Asks for confirmation: Activate this budget so spending is checked against it?
Lock
Asks for: Status
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.