Viewing analysis budget details

This page allows you to view the budget set for the analysis details. You can view the currency in which the budget amount is set and the utilized amount along with the other analysis details.

Select the “View Analysis Budget” link under the “Account Based Budget” business component.

The “View Analysis Budget” page appears.

Enter the following fields:

Finance Book	Use the drop-down list box to select the code identifying the finance book for which the details are to be viewed. All the finance books mapped to the login organization unit are listed down for selection. The finance books are listed in the ascending order.
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.
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 viewing the budget amount set for the financial year.

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.
	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.
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.
	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.
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.
	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.
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.
	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:

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.
Utilized Budget	The budget amount that has used for the financial year and period.
Budget Amount	The budget amount to set for the analysis code. The budget amount must be greater than zero.
Currency	The base currency in which the budget amount is set.
Analysis Code	The code identifying the analysis.
Description	The textual description pertaining to the analysis code.
Sub Analysis Code	The code identifying the sub analysis.
Description	The textual description pertaining to the sub analysis code.
Remarks	Any remarks for modifying or deleting the budget amount for the analysis details.

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 is viewed.