Specifications Budget

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.

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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.