This function makes it possible to cancel the status "Off-budget" of an envelop created without any amount. This function can be executed only on "Off-budget" envelops that have been reviewed.

As long as these envelops are labeled "Off-budget", it is possible to enter expenses without any overrun control.

Once this status is cancelled, these envelops and the overrun control are managed in the same way as the other envelopes, budgets and budget lines.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen is composed of two parts: The first part is used to access a set of selection criteria, the second part is used to display in a grid all the objects selected with respect to the entered criteria.

The maximum number of lines authorized by selection is set to 500. In case of overrun, a message "Full grid" indicates that the selection exceeds the 500 authorized lines. When clicking on "OK", the first 500 lines are displayed. In order to decrease the selection, the following selection criteria should be used: Project, responsible entity ranges, approval entity ranges, envelope ranges.

Entry screen

The screen header information is used to specify the main selection criteria for the inquiry being used: Company or site, period in which the selected objects are located.

Additional criteria can be associated in order to decrease the population of the objects to be inquired: Project, responsible entity ranges, approval entity ranges, envelope ranges.

Clicking on "Display/Refresh" displays the list of budget envelops that corresponds to the selection in the table.

If the criteria entered do not end on any selection, a message "No record for these selections" is displayed and informs the user who has to modify the selection criteria.

Selection

Company/site (field CFY)

Company code or envelopes managing site code.

If the information entered corresponds to a company, the selection displays all the objects defined for the company, including those defined for the sites of this company. If the information entered corresponds to a site, the selection only displays the budget objects defined for this site.
Description (field INTCFY)

Company or site description entered for the selection.
Period start (field DATSTR)

The ranges of the entered dates make it possible to filter the budgetary objects with a starting date is within this time interval (starting date same as the end date of the period or after). 

The annual envelopes situated in the period are those which start date is situated in the entry period. The pluriannual envelopes situated in the period are those which one of the budgets contains a start date included in the entry period.

By default, the starting date is initialized by the starting date of the last fiscal year budget opened.
Period end (field DATEND)

By default, the end date is initialized by the end date of the last fiscal year budget opened.

Criteria

Project (field CRIPRJ)

Selection criteria that makes it possible to display only the envelopes of the entered project, their budgets and budget lines.

Only the projects, containing at least one attached envelope which status is "Off-budget" and revised, linked to the entered company (directly, by their site, their company group or their site group) are displayed in selection.
Responsible entity (field CRIENTMNA)

Additional selection criteria used to display only the "Off-budget" and revised envelopes of the entered responsible entity.

Only the entities which company code is the code of the company entered, or the entities without company code are displayed in the selection.

Approval entity (field CRIENTAPP)

Added selection criteria used to display only the "Off-budget" and revised envelopes of the entered approval entity.

Only the entities which company code is the code of the company entered, or the entities without company code are displayed in the selection.

Envelope (field CRIENV)

Added selection criteria used to display only the "Off-budget" and revised envelope entered.

  • If a project code has been entered, the selection only displays the envelopes which status is "Off-budget" and revised that are assigned to the project for the company/site and period entered.
  • If no project code has been entered and if an entity has been determined, the selection only displays the envelopes which status is "Off-budget" and revised that are assigned to the project belonging to the company/site entered, included in the period determined and assigned to this entity.
  • If a project code and an entity have been entered, the selection only displays the envelopes which status is "Off-budget" and revised that are assigned to the project belonging to the company/site entered, included in the period determined and assigned to this entity.
  • If no previous criterion has been entered, the selection only displays the envelopes which status is "Off-budget" and revised that are assigned to the project for the company/site, included in the determined period.

Block number 3

Display/Refresh (field SEARCH)

This button makes it possible to display envelopes that correspond to the entered selection criteria.

Grid Details

Envelope (field ENV)

This column displays the list of envelops corresponding to the selection. Only the envelopes with the status "Off-budget" and the envelops that have been reviewed are presented in this list.
Description (field ENVINT)

Explanatory label of the envelopes corresponding to the selection.
Amount (field AMT)

Revised amount of the selected envelopes.
Reserve (field AMTRES)

Reserve amount of the selected envelopes.
Cancel (field ANU)

Box to check to generate the cancellation of the status "Off-budget".
Responsible entity (field ENTMNA)

Code of the entity responsible for the budget envelope.
Project (field PRJ)

Envelope assignment project code if it exists.
Envelope

Function that makes it possible to access the entry screen and the inquiry screen of the envelope and its budgets.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation