Selecting budget requirements for modification

This page allows you to search and select budget requirements for modification. If you know the number identifying the budget requirement you can enter it directly. Otherwise, you can carry out a search to retrieve the budget requirement numbers. You can carry out a search based on the financial year and the code identifying the finance book for which the budget requirement has been raised. The system retrieves all the budget requirement numbers that are in the “Fresh” status based on the search criteria entered.

This page also allows you to delete multiple requirement numbers that are not required. The status of these requirement numbers is updated as “Inactive”. These requirement numbers can no longer be used.

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

The “Select Budget Requirement” page appears.

Enter the following field if you are aware of the requirement number for which you want to modify the requirement details.

Requirement No

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

Select the “Budget Requirement” link at the bottom of the page to modify the budget requirement details.
Enter the following fields in the “Search Criteria” group box to search and retrieve the requirement number that you want to modify. Data entry in the following fields is optional.

Financial Year

Use the drop-down list box to select the financial year for which the budget requirement is being created. 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 system displays the earliest open financial year by default on launch of the page.

Finance Book

Use the drop-down list box to select the code identifying the finance book in which the budget requirement that you want to modify is available. All the finance books that are deployed for the company will be available for selection in the ascending order.

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 system retrieves all the budget requirement numbers that are in the “Fresh” status.

Requirement No	The number identifying the budget requirement.
Finance Book	The code identifying the finance book for which the budget requirement has been created.
Amount Required	The amount required as budget for purchase of assets.

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

The status of the budget requirement is updated as “Inactive”.

To proceed, carry out the following

Select the “Budget Requirement” link at the bottom of the page to modify the budget requirement details.
Select the "Attach Notes" link at the bottom of the page for attaching notes.