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Budget Payment Shipment Summary

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Amount Type

This field is populated with valid amount types (e.g. actual purchases/sales, budgeted purchases/sales, actual additional cost sales/purchases, budget additional cost sales/purchases, actual/budgeted credit sales/purchases), actual advance payments, actual advance payment credits, actual pre payments) that exist in the table for the parameters already selected. It is enabled but not mandatory.

hmtoggle_plus1Baseline

This field populates with the valid baselines available for selection and is enabled. Selection of this field is mandatory in order to display the existing scheduled entities.

hmtoggle_plus1Budget Type

This field displays the budget type of the budget id selected.

hmtoggle_plus1Budget Description

This field displays the description of the budget id selected and is disabled.

hmtoggle_plus1Budget

This field populates with all valid budget id's in the budget payment delivery table. It is enabled and mandatory.

hmtoggle_plus1Budget Payment Shipment Summary Function

This screen displays the budget schedule lines that have been linked to a budget id, baseline and entity.

The following fields are displayed in the grid :

Delete option, order number, order type, order type description (hidden),

line number, reference number, line type, budget amount type, line type description (hidden), completion date,

financial period, payment shipment period, payment type, payment

type description, payment terms, description, units, units ordered,

units completed, units in inspection (hidden), units rejected (hidden), total base

amount, total foreign amount, rate of exchange, currency code,

currency code description (hidden), part number, start date, organization

code, organization code description, invoice lead time, contract

line number, requisition number, comments,

xreference number, baseline id,  budget line

type, budget amount type value (hidden), budget line type value (hidden), sales

account and extraction date.

Double-clicking on a line in the grid causes the detail screen to populate with the data in that line. The user may then make changes or use this information as a basis (it retains the organisation code and order line key and then defaults the budget line type to 'payment and shipment', line type to 'non stocked', payment type to 'final' and account code (see account for rules)) for a new manually created record.

The data is sorted by the order line key for all budgets with the exception of capital budgets which are sorted by reference number.

hmtoggle_plus1Budget Line Type

This field is populated with valid budget line types (Payment, shipment, both) that exist in the table for the parameters already selected.  It is enabled but not mandatory.

(PO- mode, nstk, rep, rew, sub; CUST- nstk, prod, rep, spar, spec)

hmtoggle_plus1Company Specific

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_plus1Delete

This button deletes the entity's scheduled lines that have been selected for deleting.

hmtoggle_plus1Entity Id Description

This field displays the order type, order line number, completion date (for order types) and description (of all types) of the entity selected. It is disabled.

hmtoggle_plus1Entity Id

This field is populated with the entire entity key for entities that exist in the Budget Payment Delivery table i.e. scheduled entities for the parameters already selected.  It is enabled and mandatory.

hmtoggle_plus1Entity Type

This field populates with valid entity types as per the budget type selected. Nodes and accounts may be linked to Capital and Own funded budgets. Order and accounts may be linked to Contract budgets. Only accounts may be linked to cost centre and division budgets. Only nodes may be linked to Project budgets. It is enabled and mandatory.

hmtoggle_plus1Grid

The grid displays the following data for these scheduled entities :

A delete column - which must be checked for entity scheduled lines that the user wishes to delete. The delete button below must then be clicked. A double-click on the Delete heading checks all the entities in order to delete all that are listed; order number, order type, order type description, line number, line type, line type description, node, description, completion date, total base amount, financial period, payment/shipment date, payment type,  payment type description, payment terms, budget amount type, units, units ordered, units completed, units in inspection, units rejected, total foreign amount, rate of exchange, currency code, currency code description, part number, start date, organisation code, organisation code description, invoice lead time, contract line number, requisition number, comments, reference number, cross reference number, baseline id, budget line type, budget amount type value, budget line type value and sales account. Double clicking on any row in the grid will populate the budget payment shipment header tab with the information in that row of the grid.

hmtoggle_plus1Show

This show button results in the scheduled entities i.e. schedule lines,  to be displayed for the parameters selected above.