Selecting budget for amendment
This page allows you to search and select a budget for amendment. If you know the number identifying the budget and the version for which you want to amend details, you can enter it directly. Otherwise, you can carry out a search by specifying the type of budget and the organization unit for which the budget has been created. You can also search by specifying a range of budget numbers that you want to retrieve and the date range during which the budget is effective. The system retrieves the details of the budgets that are in the “Active” status based on the search criteria entered.
Select the “Amend Cost Budget” link under the “Cost Budget” business component.
The “Select Budget” page appears
Enter the following fields if you are aware of the budget and version number for which you want to amend details:
Budget No |
The number identifying the budget for which you want to amend details (Alphanumeric, 10). |
Version No |
The version number of the budget for which you want to amend details (Alphanumeric, 4). |
Select the “Amend Budget” link provided alongside to amend the budget details.
Enter the following fields in the “Search Criteria” group box to search for the budgets for which you want to amend details. Data-entry in the following fields is optional.
Aggregate / Period |
Use the drop-down list box to select whether you want to amend the details of a comprehensive budget or a period budget. You can select from “Aggregate”, “Period” or “All”. The system displays “All” by default on launch of the page. |
Definition Type |
Use the drop-down list box to select the entity for which the budget for which you want to amend details has been defined. You can select from “Cost Center, “Cost Center - Cost Element”, or “Cost Center – Analysis – Cost Element” (CC- Analysis- CE) or “All”. The system displays “All” by default on launch of the page. |
Budget Type |
Use the drop-down list box to select the type of budget for which you want to amend the details. You can select from “Quantity”, “Value”, “Both” or “All”. The system displays “All” by default on launch of the page. |
Budget No From |
The starting number in the range of budget numbers that you want to retrieve (Alphanumeric, 10). |
To |
The ending number in the range of budget numbers that you want to retrieve (Alphanumeric, 10). |
Version No |
Use the drop-down list box to select the version number of the budget. You can select from “Latest” or “All”. The system displays “Latest” by default on launch of the page. |
Description |
The description of the budget that you want to retrieve (Alphanumeric, 40). |
Effective Date |
Use the drop-down list box to select the date from which the budget that you want to retrieve is effective. All the start dates of the MAC periods that have been defined for MAC years that are in the “Open” status will be available for selection in the chronological order. The system displays the earliest “Open” MAC period by default. |
Note: The date selected in this field must be before the date selected in the “Expiry Date” field.
Expiry Date |
Use the drop-down list box to select the date till which the budget that you want to retrieve is effective. All the end dates of the MAC periods that have been defined for MAC years that are in the “Open” status will be available for selection in the chronological order. The system displays the latest “Open” MAC period by default. |
Budget Org Unit |
Use the drop-down list box to select the organization for which the budget that you want to retrieve has been created. All the organization units that form part of the business unit to which the login organization unit has been mapped, will be available for selection in the alphabetical order. |
Note: If the budget level has been selected as “BU” in the “Set Parameters” activity, “All” will be available for selection.
User ID |
The login ID of the user who created the budget for which you want to amend details (Alphanumeric, 15). |
Note: The system displays the login user ID by default on launch of the page if the access to budget is restricted in the “Set Parameters” activity.
Responsibility |
The login ID of the valid Enterprise user or the code identifying the employee (Alphanumeric, 15). |
Org Unit |
Use the drop-down list box to select the organization unit to which the person who is responsible for the budget for which you want to amend details belongs. All the organization units in which the “Employee Master” business component has been installed and that have been mapped to the business unit will be available for selection in the ascending order. |
Note: If the budget access is restricted in the “Set Parameters” activity, the system displays “Blank” by default. If the budget access is not restricted in the “Set Parameters” activity, the system displays “All” 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:
Note: The system retrieves all the budgets that are in the “Active” status based on the search criteria entered.
Budget No |
The number identifying the budget. |
Version No |
The budget version number. |
Description |
The description of the budget. |
Aggregate / Period |
Indicates whether the budget is a comprehensive budget or a period budget. It could be “Aggregate” or “Period”. |
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Definition Type |
Indicates the entity for which the budget has been defined. It could be “Cost Center, “Cost Center - Cost Element” or “Cost Center – Analysis – Cost Element” (CC- Analysis- CE). |
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Budget Type |
Indicates the type of the budget. It could be “Quantity”, “Value” or “Both”. |
Budget Org Unit |
The organization unit for which the budget is being defined. |
Effective Date |
The date from which the budget is effective. |
Expiry Date |
The date till which the budget is effective. |
Responsibility |
The code identifying an employee or the login ID of a valid Enterprise user. |
Org Unit |
The code identifying the organization unit to which the employee belongs. |
Check the box in the “Select” column of the multiline to mark a budget that has to be amended.
To proceed, carry out the following
Select the “Amend Budget” link at the bottom of the page to amend the budget details.