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Lock \ Status

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Baseline

This field displays the valid baselines available for selection and is enabled. Selection of this field is mandatory in order to display the existing entities.

 

The GO TO / F7 jumps to Baseline on the Baseline tab of the Budget Administration function from the Baseline field.

hmtoggle_plus1Budget Completion Date

This field displays a list of valid budget completion dates based on the data entered and on the user's rights. If the entity type  has been entered as 'account' or 'node', the budget order type, budget line number and budget completion date will be disabled.  They are enabled if the entity type is 'order' or blank.  Selection of this field is not mandatory.

hmtoggle_plus1Budget Line Number

This field displays a list of valid budget line numbers based on the data entered and on the user's rights. If the entity type has been entered as 'account' or 'node', the budget order type, budget line number and budget completion date will be disabled. They are enabled if the entity type is 'order' or blank.  Selection of this field is not mandatory.

hmtoggle_plus1Budget Order Type

This field displays a list of valid budget order types based on the data entered and on the user's rights. If the entity type has been entered as 'account' or 'node', the budget order type,

budget line number and budget completion date will be disabled.  They are enabled if the entity type is 'order' or blank.  Selection of this field is not mandatory.

hmtoggle_plus1Budget Entity Id

This field displays a list of valid budget entity ids based on the data entered and on the user's rights. The order number, account number and node numbers are displayed here.

Selection of this field is not mandatory.

hmtoggle_plus1Budget Type

This is defaulted based on the budget id selected. Alternatively, the user may select a budget type and this then restricts the data available in other fields e.g. the budget id.  Selection of this field is not mandatory.

 

The GO TO / F7 jumps to Budget type on the Budget Types tab of the Budget Maintenance function from the budget type field.

hmtoggle_plus1Budget Id

This displays a list of valid budget id's based on the data entered and on the user's rights.  Selection of this field is not mandatory.

 

The GO TO / F7 jumps to Budget id on the Budget header tab of the Budget function from the budget id field.

hmtoggle_plus1Change All

This button changes the status of all budgets that fulfill the criteria entered. It is a faster method of changing the status than displaying the entities in the list box and bringing those entities required across.

hmtoggle_plus1Change Status To

The Change Status To field allows the user to select a status and then either click on the Change All button or bring the required entities across (and in so-doing, change their status).

Selection of this field is not mandatory.

hmtoggle_plus1Comments

The Comments field allows users to enter comments relevant to the changing of the status. It will be recorded in the budget entity history table against all entities whose statuses were

changed with the comments visible at the time.  Selection of this field is not mandatory.

hmtoggle_plus1Lock \ Status Function

The purpose of this tab is to lock or unlock budgets in a certain status (or specific budgets) or to change the status of locked or unlocked budgets (or specific budgets). This function allows the user to enter data in any combo box. Baseline is mandatory.

hmtoggle_plus1Lock All

This button locks all budgets that fulfill the criteria entered. It is a faster method of locking than displaying the entities in the list box and bringing those entities required across.

hmtoggle_plus1Locked \ Unlocked

This field displays the options 'locked' or 'unlocked'. If no unlocked data exists, the unlocked option will not be available (and vice versa).  Selection of this field is not mandatory.

hmtoggle_plus1Responsible Person

This displays all valid responsible persons based on the data entered and on the user's rights. For example, a division manager is entitled to lock/unlock or change the status of budgets belonging to many responsible persons, however, a responsible person may change budgets for only those budgets for which he/she is responsible. Selection of this field is not mandatory.

hmtoggle_plus1Show

The show button displays all budget entities that fulfill the criteria chosen.

hmtoggle_plus1Status

This field displays the valid status options available. These are Planned (P), Firmed (F), Released (L), Company Approved (Y),Corporate Approved (T),  Board Approved (B), Rejected ( R), Suspended (S), Closed (C). Selection of this field is not mandatory.

hmtoggle_plus1Status From And To Grid

The list box displays the following data : Budget status, budget Id, budget type, baseline , entity type, entity id, order type, line number completion date, entity description.

hmtoggle_plus1Status Tab Function

The status tab displays all entities that fulfill the criteria chosen.

hmtoggle_plus1Status Tab

hmtoggle_plus1Unlock All

This button unlocks all budgets that fulfill the criteria entered. It is a faster method of unlocking than displaying the entities in the list box and bringing those entities required across.

hmtoggle_plus1Unlocked And Locked Budgets Grid

The lock/unlock tab displays the entities that are locked on the RHS and unlocked on the LHS, and the list box displays the following data : Budget Id, budget type, baseline , entity type, entity id, order type, line number completion date, entity description.