Specifications Budget
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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.
Auto generate a budget
Using the data from the last years, the actuals or the old budget
Progress Code: gb4000o.w
Submitting a budget (consolidate)
This is the process when the budget data is written to the table a_general_ledger_master_period
Progress Code: gb2000.p
GL Posting warns on budget overrun
Progress Code: TODO
Reports on Budget
Progress Code: gb3000p.w
See Income/Expense Statement and Balance Sheet which should already be working.