| before importing a budget
|
Initial
|
all child locations
|
After importing the budget, if specified on the Budget/Forecast
Import Interface Parameters page. See Creating or Updating the Budget Import Interface Task. |
| before importing a budget
|
Pending
|
the root location and all relevant leaf locations
|
After importing the budget, if specified on the Budget/Forecast
Import Interface Parameters page. See Creating or Updating the Budget Import Interface Task. |
| before generating a forecast
|
Initial
|
all child locations
|
After forecast generation if the
Release to Location
check box is cleared.
|
| before generating a forecast
|
Pending
|
the root location
|
After forecast generation if the
Release to Location
check box is cleared.
|
| before generating a forecast
|
Pending
|
all leaf locations
|
After forecast generation if the
Release to Location
check box is selected.
|
| before generating a forecast
|
Released
|
all parent locations
|
After forecast generation if the
Release to Location
check box is selected.
|
| Initial
|
Pending
|
|
When the budget/forecast is released to a location.
|
| Initial
|
Locked
|
|
When the root location locks the budget/forecast.
|
| Initial
|
Released
|
|
When a parent budget manager releases the budget/forecast
for review to a child location for which he/she is also the budget manager, the
system skips that child location and releases the budget/forecast to all the
location(s) directly below that child location (such as stores). Using this
example: If the budget/forecast is released to all stores, then the state of
the district changes directly from Initial to Released, because the numbers are
released to all child locations automatically. If the budget/forecast is
released to some, but not all stores, then the state of the district changes
from Initial to Pending, because the district can still edit the numbers for
the stores to which the budget/forecast has not been released. See
Budget manager for multiple locations.
|
| Locked
|
Pending
|
root location
|
When the budget/forecast is unlocked.
|
| Locked
|
Initial
|
all child locations
|
When the budget/forecast is unlocked.
|
| Pending
|
Submitted
|
|
When the location submits the budget/forecast.
|
| Pending
|
Released
|
|
When the parent location releases the budget/forecast to
all child locations.
|
| Pending
|
Pending
|
|
When the parent location releases the budget/forecast to
only some child locations.
|
| Submitted
|
Locked
|
all locations
|
When the root location locks the budget/forecast.
|
| Released
|
To Review
|
|
When all the released child locations have submitted their
budgets/forecasts.
|
| To Review
|
Submitted
|
|
When a location that is not the root location submits the
budget/forecast.
|
| To Review
|
Locked
|
|
When the root location locks the budget/forecast.
|