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Budget Types

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This function enables the user to create valid types of objects required for use in the budget system later on. The profile Budget Classification is required to use this function. It is not dependant on the role of the user in the company.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

This button allows a new budget id to be added.
hmtoggle_plus1Based On Budget Type

This is the standard budget id to which the user's budget id is related. It is enabled and is mandatory.
hmtoggle_plus1Budget Type Id

The Budget Type Id contains 6 standard budget types namely:

Contract (T), Capital (P), Project (J), Own Funded (O),

Cost Centre ( C) and Division (D).

 

One can create one's own (5 character) budget id's . These must be related to one of the standard budget id's. The user's budget id therefore functions in the same manner as the named standard budget id. It is enabled and is mandatory.
hmtoggle_plus1Change

This button allows the description or the budget id on which the said budget id is based to be changed. The 'Based on 'budget id may not be changed if records exist for this budget id CHECK

hmtoggle_plus1Delete

This button allows the budget id to be deleted. The budget id may not be deleted if records exist for this id.
hmtoggle_plus1Description

This is the description of the standard budget id to which the user's budget id is related. It is disabled.
hmtoggle_plus1Description

This is the description of the budget id. It is enabled and is mandatory.