Help on Aggregate Budget No

This Help page allows you to search and select an “Aggregate” budget and transfer the details to the field where it is required. You can carry out a search by specifying the range of budget that you want to retrieve and the date range during which the budget is effective. You can also search by specifying the type of the budget and the entity for which it has been created. The system retrieves the budget details of the “Aggregate” budgets that are in the “Active” status. The selected budget is transferred to the required page, when it is confirmed.

Click the lens icon positioned next to the “Aggregate Budget No.” field.

The “Help on Aggregate Budget No.” page appears.

Enter the following fields in the “Search Criteria” group box to search for an aggregate budget number:

Budget No From

The starting number in the range of budget numbers that you want to retrieve (Alphanumeric, 10).

Note: The number entered in this field must be before the number entered in the “To” field.

To	The ending number in the range of budget numbers that you want to retrieve (Alphanumeric, 10).
Budget Type	Use the drop-down list box to select the type of budget that you want to retrieve. You can select from “Quantity”, “Value”, “Both” or “All”. The system displays “All” by default on launch of the page.
Version No	Use the drop-down list box to select the version number of the budget that you want to retrieve. You can select from “Latest” or “All”. The system displays “All” by default on launch of the page.
Description	The description of the budget that you want to retrieve (Alphanumeric, 40).
Definition Type	Use the drop-down list box to select the entity for which the budget that you want to retrieve is created. You can select from “Cost Center, “Cost Center - Cost Element”, “Cost Center - Product”, “Cost Element – Product” or “All”. The system displays “All” by default on launch of the page.
Effective Date	Use the drop-down list box to select the date from which the budget 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 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.
User ID	The login ID of the user who created the budget that you want to retrieve (Alphanumeric, 15).

Note: The system displays the login ID of the user by default on launch of the page if “Restrict Budget Access to Users” is set to “Yes” in the “Set Parameters” activity.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Budget Details” multiline based on the search criteria entered:

Budget No	The number identifying the budget.
Version No	The number identifying the budget version.
Description	The description of the budget.
Effective Date	The date from which the budget is effective.
Expiry Date	The date till which the budget is effective.
Budget Type	Indicates the type of the budget. It could be “Quantity”, “Value” or “Both”.
Definition Type	Indicates the entity for which the budget has been defined. It could be “Cost Center, “Cost Center - Cost Element”, “Cost Center - Product” or “Cost Element – Product”.
	Cost Center – indicates that the budget is being defined for a detail cost center.
	Cost Center – Cost Element – indicates that you can specify the budgeted amounts and quantities at the cost element level for the individual cost centers. This type of budget is used in analysis, comparison and reporting purposes.
	Cost Center – Product – indicates that you can specify budget amounts and values for the item and the item variants for consumption or product output from a cost center for an accounting period. This type of budget is used to generate material variance reports for cost centers.
	Cost Element – Product – indicates that you can specify the output / product budget quantities for cost elements that have been incurred to produce manufactured items for an accounting period. You can specify both quantity and value budgets. This type of budget is used to generate standard item costs based on the budgeted output of items and their respective input costs.

Check the box in the “Select” column of the multiline to select a budget number.

Click the “OK” pushbutton.