Screenshot:Budget

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Budget

Create and edit budgets to be used for informative purposes.

Header

Create budgets for a selected year to be used for informative purposes.

• Organization : Organizational entity within client
• Name : A non-unique identifier for a record/document often used as a search tool.
• Year : Calendar Year
• Export Actual Data : Export Also Actual Data?
• Description : A space to write additional related information.
• Active : A flag indicating whether this record is available for use or de-activated.
• Export Budget to Excel : Export Budget to Excel
• Copy Budget : Copy Budget
• Update Actuals
• Client : Client for this installation.
• Budget : A group of planned expenses for a task.

Lines

Add budget lines. Each line may refer to a specified period, business partner, product, etc.

• Sequence Number : The order of records in a specified document.
• General Ledger : The book containing all financial transactions recorded for the legal entity.
• Account Element : A identification code for an account type.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Period : A specified time period.
• Amount : A monetary total.
• Actual Amount : The actual amount
• Quantity : The number of a certain item.
• Net Unit Price : The cost or value of a good or service.
• Description : A space to write additional related information.
• Active : A flag indicating whether this record is available for use or de-activated.
• Organization : Organizational entity within client
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Business Partner Category : A classification of business partners based on defined similarities.
• Product : An item produced by a process.
• UOM : A non monetary unit of measure.
• Product Category : A classification of items based on similar characteristics or attributes.
• Project : Identifier of a project defined within the Project & Service Management module.
• Cost Center : Division that adds to the cost of an organization
• Asset : An item which is owned and exchangeable for cash.
• Activity : A distinct activity defined and used in activity based management.
• Sales Campaign : An advertising effort aimed at increasing sales.
• Sales Region : A defined section of the world where sales efforts will be focused.
• 1st Dimension : A display of optional elements that are previously defined for this account combination.
• 2nd Dimension : A display of optional elements that are previously defined for this account combination.
• Creation Date : The date that this record is completed.
• Client : Client for this installation.
• Budget Line
• Budget : A group of planned expenses for a task.

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