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The Budget Header Listing Report gives you a header listing report based on the budget definition type. Tell me more
Select the “Budget Header Listing Report” link under the “Reports – Management Accounting” business component.
The “Budget Header Listing Report” page appears.
Enter the following field in the “Search Criteria” group box:
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Budget No. From |
The starting number in the range of numbers identifying the budget in which you want to generate the header listing report (Alphanumeric, 10). The number entered in this field should be lesser than the number entered in the “To” field. |
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To |
The ending number in the range of numbers identifying the budget in which you want to generate the header listing report (Alphanumeric, 10). The number entered in this field should be greater than the number entered in the “Budget No. From” field. |
Note: if no values are specified, then all the budget numbers defined for the business unit will be retrieved based on other filter conditions.
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Version No. |
Use the drop-down list box to select the version number of the budget for which you want to generate the header listing report. You can select from “All” and “Latest”. The system displays “Latest” by default on the launch of the page. |
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Aggregate / Period |
Use the drop-down list box to select the type of budget for which you want to generate the header listing report. You can select from “Both”, “Aggregate” and “Period”. The system displays “Both” by default on the launch of the page. |
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Definition Type |
Use the drop-down list box to select the type of definition of the budget for which you want to generate the header listing report. You can select from “All”, “Cost Center”, “Cost Center – Cost Element”, “Cost Center – Product” and “Cost Element – Product”. The system displays “All” by default on the launch of the page. |
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Budget Type |
Use the drop-down list box to select the type of budget for which you want to generate the header listing report. You can select from “All”, “Quantity”, “Value” and “Both”. The system displays “All” by default on the launch of the page. |
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Effective Date |
Use the drop-down list box to select the effective date of the budget for which you want to generate the header listing report. All the dates must have been defined in the “Cost Setup” component. The start date of all MAC periods of the status “Active” and “Closed” defined for the business unit ID which is mapped to the login organization unit will be available for selection. The system displays the minimum start date value by default on the launch of the page. |
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Expiry Date |
Use the drop-down list box to select the expiry date of the budget for which you want to generate the header listing report. All the dates must have been defined in the “Cost Setup” component. The end date of all MAC periods of the status “Active” and “Closed” defined for the business unit ID which is mapped to the login organization unit will be available for selection. The system displays the maximum end date value by default on the launch of the page. |
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Status |
Use the drop-down list box to select the status of the budget for which you want to generate the header listing report. You can select from “All”, “Fresh”, “Active” and “Inactive”. The system displays “All” by default on the launch of the page. |
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Responsibility |
The name identifying the employee for whom the responsibility of the budget is assigned to (Alphanumeric, 30). The value must have been mapped to the “Cost Setup” component. The responsibility defined in the “Employee Master” is validated as “Yes” or “No’. |
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Org Unit |
Use the drop-down list box to select the organization unit in which you want to view the employee information. All the organization units of the employee information components mapped to the login organization unit where Reports -MAC is deployed will be available for selection. The system displays “All” by default on the launch of the page. |
Note: If the “Responsibility” in the “Employee Master” is set to “Yes”, then the Org Unit will get loaded.
Click the “View” pushbutton to view the Budget Header Listing report.
Click the “Print” pushbutton to print the Budget Header Listing report.
The system prints the budget header listing report based on the valued entered in the search criteria. The output of the report will vary based on the selection made in the definition type.
Budget Header Listing Report – An overview
This page allows you to generate a budget header listing report for the specified range of budgets and version whether All or Latest. If the budget number is not specified, the system will generate a report of all the budgets with the information taken from the latest version. By default, system will generate the latest version of all budgets defined for the business unit. This page allows you to select from filter conditions like a range of budget numbers, aggregate or period, budget type whether it is quantity or value or both. You can also select from a range of effective and expiry dates and the status of the budget. You can also enter the responsibility by which accordingly the org unit will get loaded. The page allows you to print the budget detail listing report based on the valued entered in the search criteria. The output of the report will vary based on the selection made in the definition type.