Budget envelopes - Implementation
Prerequisite
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
Functional
GDD :
Operating budgets
Sizing
STB :
Budget statistical groups
General parameters
The following general parameters may change the way the function is working :
Purchase
PURCMM (defined at level Site) : Update budget - commitments
PURCMMPRP (defined at level Site) : Update budget - precommitments
PURCMMTAX (defined at level Site) : Commitment type
PURVACBPR (defined at level Site) : Default tax rule
Budgeting
BUDCNTCMM (defined at level Site) : Commitment control type
BUDCNTPRP (defined at level Site) : Precommitment control type
BUDCTLPOH (defined at level Site) : Complete PO budget control
BUDCTLPOL (defined at level Site) : PO line budget control
BUDCTLPSH (defined at level Site) : Complete PR budget control
BUDCTLPSL (defined at level Site) : PR line budget control
Operating budgets
GDDAPPBUD (defined at level Company) : Approve fiscal year budget
GDDAPPENV (defined at level Company) : Envelope approval
GDDAPPLIG (defined at level Company) : Budget line approval
GDDBUDCTL (defined at level User) : Budget control level
GDDBUDDEP (defined at level User) : Budget exceeded
GDDBUDPRC (defined at level User) : Tolerance percentage
GDDDEBAPP (defined at level User) : Approval non application
GDDENTUSR (defined at level User) : Reporting entity
GDDPRJENV (defined at level Company) : Assign project/envelope
GDDPURTRS (defined at level Company) : Entered purchase transactions
USRAPPBUD (defined at level User) : Fiscal year budget approval
USRAPPENV (defined at level User) : Envelope approval
USRAPPLIG (defined at level User) : Budget line approval
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
As data is linked to a site, a filter per site can be activated.
A filter by access code is performed, based on the field named ACS. If an acess code is given, the inquiry and modification rights are granted according to the reading and writing rights associated with the code of the current user in their function profile.
Other prerequisites
Local menus
The following parameterizable local menus are used by the function. Their content must be updated if necessary :
Local menu number 2644 : General ledger types
Local menu number 2691 : Envelope status
Local menu number 623 : Budget Definition Level