Selecting budgets for modification

This page allows you to search and select a budget for modification. 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 all the “Fresh” budgets that are available in the specified financial year range.

This page also allows you to delete the budgets that are not required. The status of the budget after deletion is updated as “Deleted”.

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

The “Select Budget” page appears.

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

Budget No.

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

Select the “Budget” link at the bottom of the page to modify the budget details.
Enter the following fields in the “Search Criteria” group box to search for the number identifying the budget for which you want to modify the details. 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:

Note: The retrieves the budget numbers that are in the “Fresh” status.

Budget No	The number identifying the budget.
Financial Year	The financial year for which the budget has been allocated.
Total Base Requirement Amount	The total budget requirement amount in the base currency of the company.
Total Base Allocated Amount	The total amount allocated as budget in the base currency of the company.

Check the box in the “Select” column of the multiline to mark a budget numbers for modification.
Click the “Delete Budget” pushbutton to delete the budget.

The status of the budget is updated as “Deleted”.

To proceed, carry out the following

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

Select the "Attach Notes" link at the bottom of the page for attaching notes.