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This Help page allows you to search and select a 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, the entity for which it has been created and the organization unit for which the budget has been created. The system retrieves the budget details 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 “Budget #.” Field of the “Cost Center Profitability Report” page of the of the “EDK Reports – Management Accounting” business component.
The “Help on Budget No.” page appears.
Enter the following fields in the “Search Criteria” group box to search for a budget number:
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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.
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To |
The ending number in the range of budget numbers that you want to retrieve (Alphanumeric, 10). |
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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. |
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Description |
The description of the budget that you want to retrieve (Alphanumeric, 40). |
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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.
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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. |
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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. |
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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.
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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. The system displays “All” by default on launch of the page. |
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:
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Budget No |
The number identifying the budget. |
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Version No |
The number identifying the budget version. |
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Description |
The description of the budget. |
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Budget Type |
Indicates the type of the budget. It could be “Quantity”, “Value” or “Both”. |
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Effective Date |
The date from which the budget is effective. |
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Expiry Date |
The date till which the budget is effective. |
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User ID |
The login ID of the user who created the budget. |
Check the box in the “Select” column of the multiline to select a budget number.
Click the “OK” pushbutton.
