Selecting budgets for amendment

This page allows you to search and select a budget for amendment. If you know the number identifying the budget you can enter it directly. Otherwise, you can carry out a search by specifying a range of financial years. The system retrieves the “Active” budget that is available for the specified financial year. You can make the necessary changes if required. The system also retrieves the number identifying the amendment if it has been done.

Select the “Amend Budget” link under the “Asset Planning” business component.

The “Select Budget” page appears.

Enter the following field if you aware of the number identifying the budget for which you want to amend details:

Budget No

The unique number identifying budget for which you want to amend details (Alphanumeric, 18).

Select the “Budget” link at the bottom of the page to amend the budget details.
Enter the following fields in the “Search Criteria” group box to search for the budget that you want to amend. Data entry in the following fields is optional:

Financial Year From

Use the drop-down list box to select the starting year in the range of financial years that you want to retrieve. The “Financial Year” and the corresponding “Financial Period” must be defined in the “Create Calendar” activity of the “Accounting Setup” business component. All the “Open” financial years defined for the finance book will be available for selection in the ascending order. The “Provisionally Closed” financial years that have been defined for the selected finance book will also be available for selection. The earliest “Open” financial year is displayed by default on launch of the page.

Note: The financial year selected in this field must be before the year selected in the “To” field.

Use the drop-down list box to select the ending year in the range of financial years that you want to retrieve. The “Financial Year” and the corresponding “Financial Period” must be defined in the “Create Calendar” activity of the “Accounting Setup” business component. All the “Open” financial years defined for the finance book will be available for selection in the ascending order. The “Provisionally Closed” financial years that have been defined for the selected finance book will also be available for selection. The earliest “Open” financial year is displayed by default on launch of the page.

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline based on the search criteria entered:

Budget No	The number identifying the budget.
Amendment No	The number identifying the amendment that has been made to the budget.
Financial Year	The financial year for which the budget has been allocated.
Status	The status of the budget. It must be “Active”.
	Active – indicates that the budget has been authorized.
Total Allocated Amount	The amount allocated for the budget.
Total Utilized Amount	The total amount for which proposals have been created in ‘’active’’ status for the asset class till date.
Total Base Balance Amount	The allocated budget amount that has still not used in the base currency of the company.

Check the box in the “Select” column of the multiline to mark the budgets for amendment.

To proceed, carry out the following

Select the “Budget” link at the bottom of the page to amend the budget details.