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Budget Entity Maintenance

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This function allows for the maintenance of budget entities. 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. A Super profile exists called Budget Super Maintenance profile. This profile allows the user to use this function irrespective of their role in the company.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Apply

This button changes the key of the budget entities to the new key as selected. The change is made to all applicable tables namely, budget entity, budget resource allocation, budget resource requirements, budget payment delivery and budget asset depreciation model.

hmtoggle_plus1Baseline Id

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

hmtoggle_plus1Budget Baseline

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

hmtoggle_plus1Budget Completion

This field is populated with existing scheduled completion dates. Selection of this field is not mandatory.

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_plus1Budget Id

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

hmtoggle_plus1Budget Line

This field is populated with existing line numbers of orders. Selection of his 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 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 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_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_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 mandatory.

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_plus1Responsible Person

Displays all valid responsible persons based on the  user's rights. The responsible person field is populated by the logged on employee if the two are the same. If the logged on employee is either the div mgr or div accountant and has the budget maintenance profile, all responsible persons where the organisation relation number of the id is either a cost centre in that division, the division itself, or a contract in/for that division will be populated. It does not limit the list of persons displayed if the budget id is  selected, as the intention of this field is the option to narrow the budget id population and selection by selecting a responsible person (i.e. other way round). If the budget id is known, the responsible person field is not required.

hmtoggle_plus1Show

This button displays the budget entity data as per the parameters selected.