Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Budget == Create and edit budgets to be used for informative purposes. === Header === Create budgets for a selected year to be used for infor..."

2021-11-18T02:10:40Z

Created page with "{{BackTo|Screens_Reference}} == Budget == Create and edit budgets to be used for informative purposes. === Header === Create budgets for a selected year to be used for infor..."

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== Budget ==
Create and edit budgets to be used for informative purposes.
=== Header ===

Create budgets for a selected year to be used for informative purposes.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''[[Screenshot:Fiscal Calendar#Year | Year]]''' : Calendar Year
* '''Export Actual Data''' : Export Also Actual Data?
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Export Budget to Excel''' : Export Budget to Excel
* '''Copy Budget''' : Copy Budget
* '''Update Actuals'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Budget''' : A group of planned expenses for a task.
=== Lines ===

Add budget lines. Each line may refer to a specified period, business partner, product, etc.
* '''Sequence Number''' : The order of records in a specified document.
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | General Ledger]]''' : The book containing all financial transactions recorded for the legal entity.
* '''[[Screenshot:Account Tree#Element Value | Account Element]]''' : A identification code for an account type.
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''[[Screenshot:Fiscal Calendar#Period | Period]]''' : A specified time period.
* '''Amount''' : A monetary total.
* '''Actual Amount''' : The actual amount
* '''Quantity''' : The number of a certain item.
* '''Net Unit Price''' : The cost or value of a good or service.
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Business Partner Category#Business Partner Category | Business Partner Category]]''' : A classification of business partners based on defined similarities.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''[[Screenshot:Unit of Measure#Unit of Measure | UOM]]''' : A non monetary unit of measure.
* '''[[Screenshot:Product Category#Product Category | Product Category]]''' : A classification of items based on similar characteristics or attributes.
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:Cost Center#Cost Center | Cost Center]]''' : Division that adds to the cost of an organization
* '''[[Screenshot:Assets#Assets | Asset]]''' : An item which is owned and exchangeable for cash.
* '''[[Screenshot:ABC Activity#Activity | Activity]]''' : A distinct activity defined and used in activity based management.
* '''[[Screenshot:Sales Campaign#Sales Campaign | Sales Campaign]]''' : An advertising effort aimed at increasing sales.
* '''[[Screenshot:Sales Region#Sales Region | Sales Region]]''' : A defined section of the world where sales efforts will be focused.
* '''[[Screenshot:User Defined Dimension 1#User Defined Dimension 1 | 1st Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User Defined Dimension 2#User Defined Dimension 2 | 2nd Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''Creation Date''' : The date that this record is completed.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Budget Line'''
* '''[[Screenshot:Budget#Header | Budget]]''' : A group of planned expenses for a task.

{{BackTo|Screens_Reference}}

[[Category:User_Guide]]

[[Category:Generated_Doc]]

Screenshot:Budget - Revision history

Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Budget == Create and edit budgets to be used for informative purposes. === Header === Create budgets for a selected year to be used for infor..."