Budget versions

This function is used to create several versions of a same budget, for archiving or comparison purposes.

Note:

 To delete a budget, having previously deleted all versions of this budget is mandatory.

Prerequisites

Refer to documentation Implementation

Screen management

Entry screen

Header

Budget (field BUD)

Select the code of the budget for which the version must be created.

Version (field VER)

Enter the code identifying the version to be created.

Description (field DESTRA)

Version title.

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.

Note:

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

Note:

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

Selection

Status (field STA)

When the version status is:
Final (field CTL)

This field is used to define a version of the budget to be controlled. For a budget to control setup code defined in the BUP1 to BUP9 parameters, the budgeted amounts taken into account are those of the final version.

A budget with the "final" status can be opened or closed (modifiable or not but always controlled).

Warning Only one version of the budget can be "final".
By default (field DEF)

The version having this status is suggested by default upon budget entry, entry of budget MOs or inquiry of the analytical balance.

Warning One and only version, at a given time, can have the status "by default".

Error messages

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

A version for this operating budget already exists

This message is displayed when attempting to link an operating budget to a second version.
When an operating-type budget is created (GDDFLG to Yes in the GESBUP function), one version only of the budget is automatically created (features: final, by default, closed).
It is not possible to create other operating budgets.

Tables used

Refer to documentation Implementation