Prerequisites: The purpose of this exercise is to set up the data required for the handle budget process exercises.
Budget Process—Basic Data and Requirements Exercises
Purpose: The purpose of this exercise is to create a budget structure to be used in the handle budget process exercises.
Create Budget Process—Key Exercises
Purpose: The purpose of this lesson is to handle the budget entry part of a budget process.
Prerequisites: You need to be logged on as DAVID, i.e. Budget User Role = Responsible, to be able to work with budget entry.
Windows:
Budget Template
Item/Category | Account/Item |
Finance | An already used Revenue Account |
Note: It is recommended to use the Row Comment to separate the transactions. This could be useful when there is a need to go beyond the accounting dimensions, i.e. for travel costs it might be good to plan major traveling separately, to support planning as well as analysis when comparing with actuals. The Budget Transaction window is also the place to enter amounts in other currencies. The amount/s in Budget Template will be in accounting currency. The currency code will indicate the transaction currency.
Purpose: The purpose of this lesson is to handle the approval part of a budget process.
Prerequisites: You need to be logged on as ALAIN, i.e. Budget User Role = Approver, to be able to work with budget approval.
Windows:
Budget Template
Prerequisites: You need to be logged on as DAVID, i.e. Budget User Role = Responsible, to be able to work with budget entry.
Windows:
Budget Template
Prerequisites: You need to be logged on as ALAIN, i.e. Budget User Role = Approver, to be able to work with budget approval.
Windows:
Budget Template
Note: The Work flow and process is the same for Budget Nodes in the Budget Structure. The Complete, Reject and Approve operations are reached from right-clicking when a Budget Node is highlighted in Budget Structure. The only difference is that all budget entry takes place on the template level. But Budget Templates can be connected to any node at any level in the structure. To see aggregated values for a node it is possible to use the Budget Node Values window opened fro, the Navigator or from Budget Structure.
Note: The Load Budget Process operation
is reached from right-clicking when the appropriate Budget Version is
highlighted in
Budget Versions.