Selecting budgets for viewing

This page allows you to search and select a budget for viewing its details. 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 status of the budget and the number identifying the amendment that has been made to the budget. The system retrieves all the budgets that are available based on the search criteria entered.

Select the “View 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 view details.

Budget No

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

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

To	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.
Status	Use the drop-down list box to select the status of the invoice for which you want to view the details from “Fresh”, “Active” and “All.
	Fresh – indicates that the system will retrieve all the newly created budgets.
	Active – indicates that the system will retrieve all the budgets that have been authorized.
	All – indicates that the system will retrieve all the budgets that are available irrespective of the status.
Amendment No	The number identifying the amendment that has been made to the budget (Alphanumeric, 18)

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 could be “Fresh” or “Active”.
	Fresh – indicates a newly created budget.
	Active – indicates a budget that has been authorized.
Total Base Requirement Amount	The budget requirement amount in the base currency of the company.
Total Base Allocated Amount	The allocated budget amount in the base currency of the company.
Total Base Utilized Amount	The allocated budget amount that has been utilized till date. This amount is also in the base currency of the company.
Total Base Balance Amount	The balance of the allocated budget amount that is yet to be used. This amount is also in the base currency of the company.

Check the box in the “Select” column of the multiline to mark the numbers identifying the budget for which you want to view the details.

To proceed, carry out the following

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