Budget Master File

(Budget.exe) Allows the user to enter an amount for a specified Account Number that the system will track and alert the user in various programs with a popup screen if the amount is exceeded. To create a new budget record click on the New icon, or on the Application menu choose File and then New Record or CTRL+N. Select the Entity using the drop down. Enter the Account No. (number) or use the lookup. Enter the Fiscal Year and Period and the Amount in Period Budget. Enter a Profile ID if applicable. The PO Amount, PO Received, Issue Amount, Spent Amount and Remaining will display. The Remaining amount is the Period Budget amount minus the Spent Amount. The Spent Amount comprises PO Amount plus Issue Amount. When completed, Save the record. If $0 is entered in the Period Budget, the system will allow as an unlimited amount and will not stop the process as over budget.

There are 2 System Options in the Materials Management module associated with this program: Budget Period Type, which determines the period that the budget is validated against and Budget Period Type Don’t Allow Over, which determines whether the user may continue when the popup alert displays. When utilizing the Budget Period Type, the setting P, will validate against the current period. The setting Y, will validate against the total of all periods in the current fiscal year

Under Tools, may choose to Export. If so, choose the Export Format.

There is an associated program which will send an e-mail notification whose account amount is over budget, Over Budget E-mail Notification.