The BUDGET report prints information for budgets defined at the company level or at the site level. It replaces the BUDSOC and BUDSIT reports, which were used for budgets at the company level and site level respectively.

The BUDGET report can display up to nine dimensions on two lines. If the budget code is defined at the company level, the Site range printing parameter is not editable.

Prerequisites

Access to the report

This report can be accessed from the report menu of the group Analytical accounting.

It is also called by default from the following functions :

  Financials > Budgets > Budget entry

List of criteria

Parameter

Parameter title

Type

codbud

Budget code

BUP

version

Version

BUV

societe

Company

CPY

sitedeb

Site range

FCY

referentiel

Ledger (Local menu Legal, Analytical, IAS, Gen. ledger 4...)

M2644

datdeb

Period date range

D

ordre

Presentation order (Local menu Dimensions/accounts, Accounts/dimensions)

M2640

natdeb

Account range

GAC

secdeb

Dimension range

CCE

impselections

Print selections (Local menu No, Yes)

M1

Description of the report

The BUDGET report header displays the following information:

  • Company code and description
  • Budget currency
  • Budget code and description 
  • Requested date period

The report includes information for analytical accounts and dimensions. You can set the Presentation order to Dimensions/accounts or Accounts/dimensions.

The lines display:

  • Expenses: charge amounts
  • Products: revenue amounts
  • Quantities: if the account is quantity-managed
  • Unit: defines units for quantities if the account is quantity-managed

The report calculates the following totals based on the Presentation order selection:

When set to Dimensions/accounts:

  • Charge and revenue by dimension
  • General total of charges and revenues

When set to Accounts/dimensions:

  • Charge and revenue by account
  • Quantity by account
  • General total of charges and revenues