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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.