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Entity Overview

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On this tab the following fields can be viewed:

 

hmtoggle_plus1All/Specific Baselines

If 'All' is clicked, all baselines will be displayed as per the parameters selected. If 'Specific' is clicked, the required baselines must be selected (within the frame) before they will be displayed. This field indicates which baselines are required. If the field is checked, only formal company specified baselines will be available for selection. If the field is unchecked, only non company specific baselines will be available for selection.

hmtoggle_plus1Apply

This button limits the range of budget id and baseline combinations that are displayed in the budget id list box.

hmtoggle_plus1Amount Payment Type

The 'exclude zero rows' does exactly that - a row with zero values in the entire row (for the entire display range) will be excluded from the displayed results.

 

These check box options allow the user to display the various amount types namely, Actual costs, planned commitments, released commitments, budgeted costs - or as all costs;  If 'labour/material split' is checked, each of these costs is seen separately.

Actual sales, actual additional cost sales and actual credit sales - or as all actual sales;Actual purchases, actual additional cost purchases, actual credit purchases - or as all actual purchases;

Budgeted sales, budgeted additional cost sales, budgeted credit sales - or as all budgeted sales; budgeted purchases, budgeted additional cost purchases, budgeted credit purchases - or as all  budgeted purchases; If 'payment split' is checked,  it displays the amount types per the following : Final, progress, retention and escalation.  Prepayments for purchases and Advance for Sales is always separated from the other amount types.  The Advance payments (under Actual Sales) includes the advance payment credits.

hmtoggle_plus1Budget Id List Box

This displays all the budget id and baseline combinations for the  budget type selected.  The GO TO / F7 jumps to Budget id on the Budget header tab of the Budget function from the budget id field.

hmtoggle_plus1Budget Type

This field populates with the budget type of the budget id selected. Selection of this field is 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_plus1From And To Dates

This date range limits the display in the budget id list box once apply has been clicked. It defaults to the minimum of all applicable start dates for the budget type selected and maximum of all applicable finish dates for the budget type selected.

hmtoggle_plus1Financial Period Display Range

These fields populate with the applicable start and end dates on the budget header for the budget selected, but may be changed. The range is limited by the planned start and end dates of the budget id. These fields are mandatory.

hmtoggle_plus1Grid

The grid displays the budget id and baseline and then proceeds to display the values as per the general parameters selected and as per the amount types selected in the parameters in the rows following. The totals of each amount type are displayed per entity, dependant on the parameters selected - i.e. if none of the sales options is selected, no totals for sales will appear, but the totals for actual purchases, actual prepayments, budget purchases, budget prepayments will be displayed per entity and the grand totals of these will appear at the bottom of the grid. The data is displayed per budget id per baseline for one specific budget type only, i.e. many baselines can be viewed for many budget id's of the same type.

hmtoggle_plus1Group

This field populates with the budget groups to which the selected budget type belong. Selection of this field is not mandatory.

hmtoggle_plus1Show

This button displays the data as per the parameters selected and as per the profiles and role in the company.

hmtoggle_plus1Sub Group

This field populates with the budget sub groups to which the selected budget type belong. Selection of this field is not mandatory. It enables once the group field has been selected.