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Budget Entity Replace Function

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This tab allows the budget entity key to be replaced by a new System key. It replaces the key in all the relevant tables - budget entity, budget entity history, budget resource allocation, budget resource requirements, budget payment delivery and budget asset dep model. Fields may be entered in any order. A selection will then affect the population of the remaining fields. Customer order entities whose key fields are replaced will have the schedule key replaced too, i.e. the order number, line number and order type matching the budget entity key will also be replaced.  Note too that only budget records are changed. Actual records remain unaltered.

Unlike the functions budget, budget payment shipment and budget resource allocation, the system will allow changes to a budget entity if the aforementioned entity is locked.

 

Users with the Budget Maintenance profile and who are either the div manager, div accountant, responsible person, entity manager or acting for may use this function for the entities for which they are responsible.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Budget Id

This field populates with all budget id's. It is mandatory and is enabled.

hmtoggle_plus1Budget Type

This field populates with all budget types but will default to the type of the id if the budget id has been selected. It is not mandatory and is enabled.

hmtoggle_plus1Baseline Id

This field populates with the valid baselines available for selection and is enabled. Selection of this enabled field is mandatory.

hmtoggle_plus1Entity Type

This field populates with all valid entity types. Nodes and accounts are linked to Capital and Own funded budgets. Order and accounts are linked to Contract budgets. Only accounts are linked to cost centre and division budgets. Only nodes are linked to Project budgets. It is enabled and not mandatory.

hmtoggle_plus1Entity Id

This field is populated with the account number for account entities, node number for nodes and the order number for order entities that exist in the Budget Entity table for the specific budget id and baseline. The order entity will require further selection of valid order types, existing line number and completion dates. Selection of this field is not mandatory.

hmtoggle_plus1Budget Order Type

This field is populated with existing order types. Selection of this field is not mandatory. It is disabled for account or node entities.

hmtoggle_plus1Budget Line Number

This field is populated with existing line numbers of orders. Selection of this field is not mandatory. It is disabled for account or node entities.

hmtoggle_plus1Budget Completion Date

This field is populated with existing completion dates of orders. Selection of this field is not mandatory. It is disabled for account or node entities.

hmtoggle_plus1Line Type

This field is populated with existing line types. Selection of this field is not mandatory. It is disabled for account or node entities.

hmtoggle_plus1Show

This button displays the budget order schedule data as per the parameters selected.