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This page allows you to view the budget details set for the account.
Select the “View Account Budget” link under the “Account Based Budget” business component.
The “View Account Budget” page appears.
Enter the following field:
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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. |
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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 current 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. The system leaves the field blank by default. |
Enter the following fields in the “Search Criteria” group box to search for the account code:
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Account Code From |
The starting number in the range of account code for which the details are to be retrieved (Alphanumeric, 32). You can enter the account code in full or specify it partially using the “*” character. The system lists all the account 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 account code from the first record till the account code specified in the “To” field. |
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To |
The ending number in the range of account code for which the details are to be retrieved (Alphanumeric, 32). You can enter the code in full or specify it partially using the “*” character. The system lists all the account codes that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Account Code From” field. If this field is left blank and the “Account Code From” entered, then the system retrieves the account codes starting from the number specified in the “Account Code From” field till the last record. |
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Description |
The textual description pertaining to the account code (Alphanumeric, 40). Enter the description in full or specify it partially using the ‘*’ character. The system lists all the account code whose description is similar to the description of the account code. |
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Account Group |
Use the drop-down list box to select the group to which the account belongs. This account group must be defined for the account in the “Create Operative Chart of Accounts” activity of the “Accounting Setup” business component. The system displays “Expense” by default. |
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Control Action |
Use the drop-down list box to select the control action enforced on the account. The two-control actions available are |
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The system displays “Hold” by default. |
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Currency |
Use the drop-down list box to select the currency of the account. All the “Active” currencies are listed in the drop-down list box. The currency must be defined in the “Create Currency and Country” activity of the “Organization Set Up” business component. The system displays the base currency of the company by default. |
Click the “Search” pushbutton to retrieve the budget details of the account code.
The system displays the following fields in the “Budget Information” multiline.
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Finance Year / Period |
The financial year / period whose budget amount are to be modified. |
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Account Code |
The code identifying the account whose budget amount is to be modified. |
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Description |
The textual description pertaining to the account code. |
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Budget Amount |
The budget amount set for each accounts. |
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Utilized Amount |
The amount utilized during transaction. |
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Currency |
The currency of the account. |
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Account Group |
The group to which the account belongs. |
To proceed carry out the following
Click the “Attach Notes” link at the bottom of the page to record observations about the account budget that has been viewed.
