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.
Progress Code: gb1500o.w


=== 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

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

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Reports on Budget

Progress Code: gb3000p.w

See Income/Expense Statement and Balance Sheet which should already be working.