When a global amount must be allocated in a different manner over different periods, it is possible to define a budget weighting code which carries out the allocation, by means of coefficients, according to defined rules.

These budget weighting codes are used, namely:

  • or recurring tasks (see the documentation Recurring tasks),
  • for the budgets on the Account record (see the documentation Accounts).

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

For a defined budget weighting code, the coefficients allocated to each month are stipulated.

SEEWARNING Caution, they are weights and not percentages. Sage X3 calculated percentages month per month: Coefficient of the month/ Sum(Coefficients)

Header

Distribution (field DTP)

A budget weighting code is a coefficient table that allows the monthly allocation of a yearly budget in order to take into account the activity of a company (for instance, the summer closing period).
The code of this weighting is made of 1 to 10 alphanumeric characters.
field DESTRA

Common title of the current record.
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.

Grid Distribution

No. (field NUMLIG)

Current line of the grid.
Months (field MOIS)
Coefficients (field COE)

Indicate for each month, the coefficient to apply for the annual budget weighting.
It is not necessarily percentages. For each month, the percentage will be determined by dividing the sum of the coefficients in the grid (therefore, the sum of the coefficients must be null).
For a linear allocation, indicate the same coefficient for each month.

Reports

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

  LISDISTMP : Budget weighting codes

This can be changed using a different setup.

Error messages

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

The sum of the coefficients must not be equal to zero.

If all the coefficients of each period have been reset to zero.

Tables used

SEEREFERTTO Refer to documentation Implementation