"The budget types" are used to define if a budget is annual or pluriannual. If necessary, each budget type can be associated with a different counter.

The budget type is the first mandatory information to enter upon creation of a budget envelope. This particular type is used to define the rules applied to the entered envelope.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The entry of budget types is done using only one screen. This screen holds a left list summarizing all budget types entered with their codes, descriptions, budget type (annual or pluriannual) and counter type (manual or automatic).

Entry screen

Block number 1

Budget (field BUDCOD)

Alphanumerical code of the "Budget type" to enter when creating the budget.
Description (field DESTRA)

The descriptive label for the budget type.
Short description (field SHOTRA)

The short description replaces the standard description when display or print constraints require it.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

  • Click Translation from the Actions icon in the corresponding field.
  • In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

SEEINFO The connection language must be defined as a default language for thefolder.

Identification

Legislation (field LEG)

Non-compulsory field containing the legislation code (miscellaneous table 909).

The entered value is used upon creation and validation of the folder and upon addition of data during legislation copy.

The data concerning the requested legislations and the common data (legislation code empty) on folder creation.

Only the records concerning the folder legislations are retrieved on folder validation.

The Legislation field is also used as a filter and checked upon movement selection and entry (entry of invoices, payments, journals etc.).

If the field is empty, the current record can be used whatever the legislation of the company concerned by the movement.
Group (field GFY)

This field is used to allow access to the transaction to a limited group of companies. This zone has a tunnel that makes it possible to inquire the selected company group.

Block number 3

Budget category (field YEAFLG)
Manual sequence no. (field MANCOU)

This information is used to specify whether the document number can be entered manually.

  • If this field is set to 'No', the number can only be assigned automatically.
  • If it is set to 'Yes', the number can also be entered. If it is not entered, a number will be assigned automatically by the counter upon creating the document.
Sequence number (field COU)

It is mandatory to assign a sequence number counter for each budget object (whether the allocation is automatic or manual). It is necessary to have defined a sequence number counter before hand in the sequence number counter table and this can be accessed if required using a tunnel from this fiel

Limit

Limit related to annual envelopes

When using envelopes linked to an annual budget, accruals can only be managed using the Cost and revenue Accruals function (CPTSVC) and not through the ITAPRE - Analytical apportionment parameter (LOC chapter, ITA group). This parameter is not intended to work with annual budget envelopes.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation