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Budget Payment Shipment

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This function creates sales and purchases schedules for existing budget entities for a budget id and baseline.

 

The system will not allow any activity on a budget entity if the aforementioned entity is locked.

 

A sales schedule record is created each time a budget entity record is created. This record will be deleted if the user deletes it in this function or by downloading for the same budget parameters where the record does not exist in the main ERP system.

 

This function is best used by clicking on the summary tab to display existing data, double-clicking a row to enable additional data creation (if the user would like to base new information on existing data) or make minor changes to existing data. Should the user wish to create new 'lines', it would be most efficient to start on the Detail tab immediately.

 

On the add of a customer order type entity (on the function budget, tab2 budget entity), a budget payment delivery record is automatically created and inserted with its entity key (top) matching its order key (bottom key), i.e. it automatically creates a customer order schedule for the customer order. If the entity was copied from the order line table (an existing ERP system customer order line, its sales account is entered in the account field of the customer schedule record. If the customer order was added manually, the creditors suspense account for the division is entered in the account field of the customer schedule record.

 

Users with the Budget Super Customer Scheduler or Budget Super Purchases Scheduler profiles may create these respective schedules. The former is required for sales order creation and maintenance and the latter for the purchases side of scheduling.

The profile Budget Super Capital Depreciation is required in addition to the Budget Super Purchases Scheduler in order to link depreciation models to a specific asset.

These profiles are not dependant on the position held in the company.