This function makes it possible to inquire the budgeted and actual amounts of operating budgets for a company, a site, a project, an envelope, a fiscal year and a budget line.

It can be accessed:

  • Via the menu: Operating budgets\Budget positions,
  • From the record "Project" via the menu bar: Inquiries\Budget positions,
  • From the record "Envelope" via the menu bar: Inquiries\Budget positions,
  • Via the budget table of the "Envelope" record via right-click on a line of the table: Budget positions,
  • Via the "Budget line" record via right-click on a line of the table: Budget positions,

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen is composed of two parts: The first part provides access to 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, envelope, responsible entity, entity approval.

The inquiry has 5 displayed levels. From the most global level (level 1) to the most detailed level (level 5) via the use of the "Level -" and "Level +" buttons at the bottom of the screen.

Header

The screen header information is used to specify the main selection criteria for the inquiry being used: Code of the company completed or not with the site, the period in which the object to inquire is situated.

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.

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.

Tab Status

For each inquiry level, the column displays the amounts of budgetary forecasts and actual expenses for the totaling level. The amounts are displayed in the envelope managing currency, coming from the budget code.

The result of this search displays:

  • On the level 1: on the line 1 the total of envelopes not assigned to a project, on the following lines, the different projects of the selection, with the total of envelopes assigned to them.
  • On the level 2: The list of envelopes assigned to each line of the level 1.
  • On the level 3: The list of budgets assigned to each envelope of the level 2, including the budgets not comprised in the selected period.

Reports

By default, the following reports are associated with this function :

  BUOSIT : Budget positions

This can be changed using a different setup.

Specific Buttons

Criteria

This button gives access to the previously specified criteria in order to potentially modify them. It is also possible to save the selection criteria under a memo code in order to recall them later on.

Level -

This button makes it possible to browse the inquiry so as to move up from the finest inquiry (for example, budget line) to the most global (envelopes of the selection).

Level +

This button makes it possible to browse the inquiry so as to refine the inquiry. Go down to the inquiry of a budget line, starting from the global inquiry of envelopes, via all the intermediate steps: Envelope, budget, line, account.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

No Record for these Selections

The selection does not find any object matching the entered criteria. Modify your selection.

Tables used

SEEREFERTTO Refer to documentation Implementation