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This page allows you to modify the budget amount set for the analysis details. Tell me more.
Select the “Edit Analysis Budget” link under the “Account Based Budget” business component.
The “Edit Analysis Budget” page appears.
Enter the following fields:
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Finance Book |
Use the drop-down list box to select the code identifying the finance book. All the finance books mapped to the login organization unit are listed down for selection. The finance books are listed in the ascending order. |
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Financial Year |
Use the drop-down list box to select the open financial year for the selected finance book. The displays all the open financial year for the selected finance book in the drop-down list box. The financial year must be defined in the “Create Calendar” activity of the “Accounting Setup” business component. The system displays the last open financial year by default. |
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Financial period |
Use the drop-down list to select the financial period for the financial year. The financial period must be defined in the “Create Calendar” activity of the “Accounting Setup” business component. The system lists all the open financial period for the selected financial year. |
Enter the following fields in the “Search Criteria” group box to search for the analysis code for modifying the budget amount.
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Analysis Code From |
The starting number in the range of analysis code for which the details are to be retrieved (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system lists all the analysis codes that are greater than or similar to the value entered here. |
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If this field is left blank and the “To” field is entered, then the system retrieves the analysis code from the first record till the analysis code specified in the “To” field. |
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To |
The ending number in the range of analysis code for which the details are to be retrieved (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system lists all the analysis codes that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Analysis Code From” field. |
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If this field is left blank and the “Analysis Code From” entered, then the system retrieves the analysis codes starting from the number specified in the “Analysis Code From” field till the last record. |
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Sub Analysis Code From |
The starting number in the range of sub-analysis code for which the details are to be retrieved (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system lists all the sub-analysis codes that are greater than or similar to the value entered here. |
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If this field is left blank and the “To” field is entered, then the system retrieves the sub-analysis code from the first record till the sub-analysis code specified in the “To” field. |
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To |
The ending number in the range of sub-analysis code for which the details are to be retrieved (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system lists all the sub-analysis codes that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Sub-analysis Code From” field. |
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If this field is left blank and the “Sub-analysis Code From” entered, then the system retrieves the analysis codes starting from the number specified in the “Sub-analysis Code From” field till the last record. |
Click the “Search” pushbutton to retrieve the analysis details.
The system displays the following field in the “Analysis Details” multiline:
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Finance Year / Period |
The financial year or the financial period to which the budget amount has to be set. The system displays the last open financial period by default. |
Modify the following field if required:
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Budget Amount |
The budget amount to set for the analysis code (Decimal). The budget amount must be greater than or equal to utilized amount. |
Note: The budget amount must be greater than the utilized amount.
The total budget amount set for the financial period must be less than or equal to the budget amount set for the financial year.
The system displays the following fields:
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Utilized Budget |
The budget amount that has used for the financial year and period. |
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Analysis Code |
The code identifying the analysis. |
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Description |
The textual description pertaining to the analysis code. |
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Sub Analysis Code |
The code identifying the sub-analysis. |
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Description |
The textual description pertaining to the sub-analysis code. |
Enter the following field:
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Remarks |
Any remarks for modifying the budget amount for the analysis details (Alphanumeric, 255). |
Check the box in the “Select” column of the multiline to mark the analysis details
Click the “Edit Budget” pushbutton to save the modifications made.
The analysis budget will be modified either for the financial year or for the financial period. The system stores the login ID of the user and the system date along with the creation details.
Note: You cannot delete the budget details set, if any transaction is passed for the analysis and the sub-analysis code combination.
Click the “Delete” pushbutton to delete the budget amount set for the analysis details.
The analysis budget will be deleted either for the financial year or for the financial period.
To proceed, carry out the following
Select the “Attach Notes” link at the bottom of the page to record observations pertaining to the analysis budget that has been modified or deleted.
