What Does This Procedure Do?
The Register Budget procedure is used to register budgets for an optional accounting year. A budget can be made, not only at account level, but also at cost center level and cost unit level. Both amount and quantity can be budgeted. Budgeting of project is done in a separate procedure in the sub-module Project.
A budget can be registered with a yearly amount that is distributed by using a budget chart or you can enter the budget value directly for each period. Budget charts must be registered in the Register Budget Chart procedure in the Global Settings module.
A budget can also be copied in several ways with different percentage changes. This is done in the Copy Budget / Forecast procedure.
In the procedure you can indicate at which budget level the registration is to be made. The different budget levels are; account, cost center and cost unit. You can also make a selection of accounts or a specific cost center for which the budget will be made.
Budget figures can only be registered on accounts with the "Budget" box checked. Whether or not a budget can be registered on an account, is indicated for each respective account in the chart of accounts. This is done in the Chart of Accounts procedure or in the Print Chart of Accounts procedure. Budgeting at cost center level or at cost unit level can only be made on the accounts that already have cost center accounting and cost unit accounting. This is also indicated in the procedures mentioned above. A printout of the budget values are made in the Print Budget procedure.
Budget Responsible
When registering a budget you can enter a Budget Responsible. In a separate field in the procedure, you enter the name of the person responsible for the budget in question. Information of the budget responsible mainly has three purposes. On one hand it is used as a selection term when printing a budget, that is, the person responsible for the budget can only print his/her budgets by entering their name as budget responsible.
Another reason to enter a budget responsible is that the system saves the selection settings concerning budget level, account interval and cost center that the budget responsible used on the latest budget registration.
A third purpose is that the budgets that are registered with a budget responsible are blocked from changes and deletion by other budget responsible persons.
Window Functions
Use Delete to delete a budget value on a selected account, cost center or cost unit. You cannot delete a budget if it is registered by another budget responsible.
Read more about the Window functions under Window Functions in the MONITOR Basics.