Specifications Budget: Difference between revisions
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(Created page with '== Intro == * See the old Petra 2.x finance manuals for an introduction to the budget system. == Functionality involved == === Preparing a budget (maintain) === *This is the mai…') |
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Progress Code: progress\petra\finance\budget\gb1100o.w is the browse screen with the grid, gb1100e.w is the edit screen. | Progress Code: progress\petra\finance\budget\gb1100o.w is the browse screen with the grid, gb1100e.w is the edit screen. | ||
=== Import a budget === | |||
Budgets can be prepared in Excel and imported as a CSV file. | |||
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=== Auto generate a budget === | === Auto generate a budget === | ||
Revision as of 15:53, 10 November 2011
Intro
- See the old Petra 2.x finance manuals for an introduction to the budget system.
Functionality involved
Preparing a budget (maintain)
- This is the main screen, where you can edit the budgets for account/costcentre combinations.
- You can edit the budget for the current financial year, and the next year.
- the data is stored in the tables a_budget and a_budget_period.
Progress Code: progress\petra\finance\budget\gb1100o.w is the browse screen with the grid, gb1100e.w is the edit screen.
Import a budget
Budgets can be prepared in Excel and imported as a CSV file.
Progress Code: gb1500o.w
Auto generate a budget
Using the data from the last years, the actuals or the old budget
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Submitting a budget (consolidate)
This is the process when the budget data is written to the table a_general_ledger_master_period
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GL Posting warns on budget overrun
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Reports on Budget
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See Income/Expense Statement and Balance Sheet which should already be working.