Modifying budget requirement details
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This page allows you to modify the details of the selected budget requirement. Tell me more.
Select the “Budget Requirement” link at the bottom of the “Select Budget Requirement” page.
The “Edit Budget Requirement” page appears.
The system displays the following:
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Requirement No |
A unique number identifying the budget requirement. |
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Status |
The status of the budget requirement. It must be “Fresh”. |
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Modify the following if required:
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Request Date |
The date on which the budget requirement is created (Date Format). Mandatory. This date must be a valid one for the selected financial year. This date must not be after the system date. |
The system displays the following:
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Finance Book |
The code identifying the finance book for which the budget requirement has been created. |
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Financial Year |
The financial year for which the budget requirement has been created. |
Modify the following if required in the “Budget Requirement Information” multiline:
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Asset Class Code |
Use the drop-down list box to select the code identifying the asset class for which the budget requirement is being raised. The “Asset Class” must have been defined in the “Create Asset Class” activity of the “Asset Type Definition” business component and must be in “Active” status. All the asset classes that have been defined for the company will be available for selection in the ascending order. |
The system displays the following:
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Asset Class Description |
The textual description of the selected asset class. |
Modify the following if required in the “Budget Requirement Information” multiline:
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Amount Required |
The amount required as budget (Decimal). Mandatory. This amount must be greater than zero. |
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Press <Enter> key. |
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The system calculates and displays the budget amount in the base currency of the company in the “Base Amount” field. |
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Currency |
Use the drop-down list box to select the code identifying the currency in which the budget requirement must be created. The “Currency” must have been defined in the “Create Currency and Country” activity of the “Organization Setup” business component. All the currencies mapped to the login organization unit are available for selection in the ascending order. |
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Exchange Rate |
The exchange rate of the currency in which the budget requirement is being created, if the currency is different from the base currency of the organization unit. Decimal, Mandatory. The exchange rate must be greater than zero. The exchange rate must be a value, which falls within the exchange rate tolerance set in the “Exchange Rate” business component. The system displays ‘1’ by default on launch of the page if the currency is the base currency. |
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Press <Enter> key. |
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The system calculates and displays the budget amount in the base currency of the company in the “Base Amount” field. |
Note: This field must not be left blank if a value exists in the “Amount Required” field.
The system displays the following:
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Base Amount |
The amount required as budget in the base currency of the company. This value is calculated and displayed as the product of the amount required and the exchange rate. |
Modify the following if required in the “Budget Requirement Information” multiline:
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Remarks |
Any comments pertaining to the creation of the budget requirement (Alphanumeric, 255). |
Click the “Edit Requirement” pushbutton to save the modifications made.
The modifications made to the budget requirement are saved.
The system updates the login ID of the user to the “Last Modified By” field and the system date to the “Last Modified Date” field.
Click the “Edit and Authorize” pushbutton to save the modifications and authorize the budget requirement.
The system updates the status of the budget requirement as “Active”.
The system updates the login ID of the user to the “Last Modified By” field and the system date to the “Last Modified Date” field.
Note: You can delete a budget requirement if it is in the “Fresh” status.
Click the “Delete Requirement” pushbutton to delete the budget requirement.
The system updates the status of the budget requirement as “Inactive”.
Click the “Print Budget Requirement” pushbutton to print the budget requirement.
The system updates the login ID of the user to the “Last Modified By” field and the system date to the “Last Modified Date” field.
The system displays the following:
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Created By |
The login ID of the user who has created the budget requirement. |
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Created Date |
The date on which the budget requirement was created. |
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Last Modified By |
The login ID of the user who has last modified the budget requirement. |
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Last Modified Date |
The date on which the budget requirement was last modified. |
To proceed, carry out the following:
Select the "Attach Notes" link at the bottom of the page for attaching notes.
Modifying budget requirement details – An overview
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You can modify the details of the budget requirement if it is in the “Fresh” status. You can modify the date on which the budget requirement was raised. You can also modify the budget requirement information like the code identifying the asset, for which the requirement has been raised, the amount required as budget, the code identifying the currency and the exchange rate if the currency is different from the base currency of the login company. You can save the modifications that have been made to the requirement.
This page also allows you to authorize the budget requirement. The status of the requirement on authorization is updated as “Active”. This budget requirement cannot be modified any longer.
This page also allows you to delete the budget requirement. The status of the requirement on deletion is updated as “Inactive”. This budget requirement can no longer be used.
Modify and authorize budget requirement
You can modify the details of the budget requirement if it is in the “Fresh” status.
Modify the requirement details.
Click the “Edit Requirement” pushbutton to save the modifications made.
The system saves the modifications made in the “Fresh” status.
Modify and authorize budget requirement
You can modify the details of the budget requirement if it is in the “Fresh” status. You can also authorize the budget requirement immediately.
Modify the requirement details.
Click the “Edit and Authorize” pushbutton to save the modifications made and authorize the requirement.
The system saves the modifications made and authorizes the budget requirement. The status of the budget requirement is updated as “Active”. This budget requirement can no longer be modified.
You can also delete budget requirements that are not required. You can delete a budget requirement that is in the “Fresh” status.
Click the “Delete Requirement” pushbutton to delete the requirement.
The status of the budget is updated as “Inactive”. This budget requirement cannot be used any longer.
