Enter Budget Template

This procedure is used to define the templates used by budget officers in decentralized budgeting.

Each template contains a name and the budget transaction lines needed. Each line contains either an accounting ID or resource ID and period accounting curve. Example:

  • Budget template: Sales
  • Line 1: Domestic sales (with an accounting ID)
  • Line 2: Foreign sales (with an accounting ID).

Before you start

  • Resources must be entered in ‘Budget Resource. Open’ (BUS015).
  • Period accounting curves must be defined in ‘Period Accounting Curve. Open’ (CRS450). They are used to automatically allocate values to the selected periods.
  • You must know each budget officer’s budget needs; that is, what type of budget transactions the officer works with.

Follow these steps

  1. Start ‘Budget Template. Open’ (BUS030/B). Check that the panel sequence is set to E1.

  2. Specify an ID to create a template and select option New.

  3. On the E panel, specify the template name. Press Enter to start ‘Budget Template. Open Lines’ (BUS031).

  4. In (BUS031/B), specify a line number to create a line and select option Open.

  5. On the E panel, specify whether the line refers to an accounting ID or a resource in the ‘Line type’ field. Specify the accounting ID and a curve or the resource ID and a curve. Press Enter.

  6. Return to step 4 to create more lines. When finished, press F3.

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