Page History
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Column | Description |
---|---|
Budget name | A human-friendly name assigned the budget. Try being descriptive and clear |
Total | The total size of the budget expressed in default currency |
Requested | Gross Sum of all purchase order lines connected with this budget across all purchase orders which are in status Submitted for approval. |
Approved | Gross sum of all purchase order lines connected with this budget across all purchase orders which are in status Order Approved |
Paid | Gross sum of all purchase order lines connected with this budget across all purchase orders which are in status Order Paid |
Remaining | = Total - Requested - Approved - Paid |
Departments | If the budget is allowed for users in specific department(s) only, then this column will show those departments - one per line. If the budget is meant for company-wide use then system will show "All" |
Archive | Clicking on Archive button will mark the budget as archived and it will not be visible in budgets list anymore when adding a new Purchase order line |
Budget details screen
Clicking on "Add new budget" or on budget name link in the list of the budges will present you with a popup screen where you can add or modify budget data. Follows an example of a budget configuration:
Field | Description |
---|---|
Name | A human-friendly name assigned the budget. Try being descriptive and clear |
Total | The total size of the budget expressed in default currency |
Cost code | A code that you may use to facilitate grouping of costs. Not used at the moment |
Cost type | Not used at the moment |
Start date | Starting date of validity for this budget (Including) |
End date | Ending date of validity for this budget (Including) |
Departments | Departments of your company, if any, to which this budget is applicable to. If you don't specify any budget then it is assumed that the budget is applicable in all departments of your company. |
Approver | One person in role APPROVER that is responsible for approving Purchase Orders which contain purchase order lines referencing this budget. |
Approved | Gross sum of all purchase order lines connected with this budget across all purchase orders which are in status Order Approved |
Paid | Gross sum of all purchase order lines connected with this budget across all purchase orders which are in status Order Paid |
Remaining | = Total - Requested - Approved - Paid |