Reports >  Module Financials >  Report BUDREV (Budget reviews)  

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The BUDREV report makes it possible to edit the reviews history on envelopes, budgets and budget lines approved as individual or multiple. The selection can be carried out by company, by site, for a project, for an envelope, a responsible entity or an approval entity.

Prerequisite

Access to the report

This report can be accessed from the report menu of the group Operating budgets.

It is also called by default from the following functions :

  Operating budgets > Review management > Review inquiry

List of criteria

Parameter

Parameter title

Type

societe

Company

CPY

site

Site

FCY

datdeb

Date range

D

alltyp

All types (Local menu No, Yes)

M1

typrev

Type (Local menu Envelope, Fiscal year budget, Budget line...)

M2694

allsta

All status (Local menu No, Yes)

M1

sta

Status (Local menu Entered, To be approved, Approved, Closed...)

M2691

projet

Project

PRJ

enveloppe

Envelope

ENV

entmna

Responsible entity

ENT

entapp

Approval entity

ENT

compte

Account

GAC

impselection

Print selections (Local menu No, Yes)

M1

Comments

In a start/end range type of parameter, not entering anything for the two values means that the report will ne be restricited to the parameter value.

Description of the report

The header of the BUDREV report calls the selection criteria that has been defined:

  • The company code and description
  • The site code if the site has been specified,
  • The period of selection of the budget envelopes,
  • The type of requestd review: individual or multiple.
  • The reviews' status all, requested, approved, rejected.

Potential additional filters on:

  • The project,
  • The envelope,
  • The responsible entity:
  • The approval entity.

The BUDREV report has the following columns:

  • Review number that is generated by the system according to this format: (REV-)(MONTH)(YEAR)(Order number).
  • Requested review type title: Multiple, envelope, budget, exercice or budget line. For a multiple review, budget objects concerned by the review are detailed on the additonal lines: Envelope, fiscal year and line
  • Code of the budget envelope of attachment of objects related to a review request
  • Code and label of the fiscal year related to the review object (entered for the budgets and the budget lines).
  • Budget chart of account entered for the budget line review.
  • Status indicating the approval's progress: Requested, approved, rejected.
  • Reviewed amount, requested or approved (depending on the review status), envelop, budget or budget line.
  • Amount from the "Left to distribute" amount out of the envelope for a budget review, or from the "Left to distribute" amount out of the budget for the review of a budget line.
  • Amount of the extension for an envelop review.