Prerequisite

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Functional

Bullet point  GDD :  Operating budgets

Sizing

Bullet point  STB :  Budget statistical groups

General parameters

The following general parameters may change the way the function is working :

Purchase

Bullet point  PURCMM (defined at level Site) : Update budget - commitments

Bullet point  PURCMMPRP (defined at level Site) : Update budget - precommitments

Bullet point  PURCMMTAX (defined at level Site) : Commitment type

Bullet point  PURVACBPR (defined at level Site) : Default tax rule

Budgeting

Bullet point  BUDCNTCMM (defined at level Site) : Commitment control type

Bullet point  BUDCNTPRP (defined at level Site) : Precommitment control type

Bullet point  BUDCTLPOH (defined at level Site) : Complete PO budget control

Bullet point  BUDCTLPOL (defined at level Site) : PO line budget control

Bullet point  BUDCTLPSH (defined at level Site) : Complete PR budget control

Bullet point  BUDCTLPSL (defined at level Site) : PR line budget control

Operating budgets

Bullet point  GDDAPPBUD (defined at level Company) : Approve fiscal year budget

Bullet point  GDDAPPENV (defined at level Company) : Envelope approval

Bullet point  GDDAPPLIG (defined at level Company) : Budget line approval

Bullet point  GDDBUDCTL (defined at level User) : Budget control level

Bullet point  GDDBUDDEP (defined at level User) : Budget exceeded

Bullet point  GDDBUDPRC (defined at level User) : Tolerance percentage

Bullet point  GDDDEBAPP (defined at level User) : Approval non application

Bullet point  GDDENTUSR (defined at level User) : Reporting entity

Bullet point  GDDPRJENV (defined at level Company) : Assign project/envelope

Bullet point  GDDPURTRS (defined at level Company) : Entered purchase transactions

Bullet point  USRAPPBUD (defined at level User) : Fiscal year budget approval

Bullet point  USRAPPENV (defined at level User) : Envelope approval

Bullet point  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 :

Bullet point  Local menu number 2644 : General ledger types

Bullet point  Local menu number 2691 : Envelope status

Bullet point  Local menu number 623 : Budget Definition Level

Tables used

The following tables are implemented by the function :

Table

Table description

ATEXTRA [AXX]

Texts to translate

ENVELOPPE [ENV]

Envelope

ENVFIY [ENF]

Distribute envelope/fiscal year

PROJET [PRJ]

Project