Viewing account budget

This page allows you to view the budget details set for the account. You can enter the finance book and retrieve their budget information for viewing by carrying out the search using the group to which the account belongs, the control action enforced on the account, the currency of the account, the code identifying the account, description pertaining to the account code, the financial period or the financial year. The system retrieves the budget information along with the utilized and the budget amount..

Select the “View Account Budget” link under the “Account Based Budget” business component.

The “View Account Budget” page appears.

Enter the following field:

Finance Book	Use the drop-down list box to select the code identifying the finance book. All the finance books mapped to the login organization unit are listed down for selection.
Financial Year	Use the drop-down list box to select the open financial year for the selected finance book. The displays all the open financial year for the selected finance book in the drop-down list box. The financial year must be defined in the “Create Calendar” activity of the “Accounting Setup” business component. The system displays the current open financial year by default.
Financial Period	Use the drop-down list to select the financial period for the financial year. The financial period must be defined in the “Create Calendar” activity of the “Accounting Setup” business component. The system lists all the open financial period for the selected financial year. The system leaves the field blank by default.

Enter the following fields in the “Search Criteria” group box to search for the account code:

Account Code From	The starting number in the range of account code for which the details are to be retrieved (Alphanumeric, 32). You can enter the account code in full or specify it partially using the “*” character. The system lists all the account codes that are greater than or similar to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the account code from the first record till the account code specified in the “To” field.
To	The ending number in the range of account code for which the details are to be retrieved (Alphanumeric, 32). You can enter the code in full or specify it partially using the “*” character. The system lists all the account codes that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Account Code From” field. If this field is left blank and the “Account Code From” entered, then the system retrieves the account codes starting from the number specified in the “Account Code From” field till the last record.
Desc.	The textual description pertaining to the account code (Alphanumeric, 40). Enter the description in full or specify it partially using the ‘*’ character. The system lists all the account code whose description is similar to the description of the account code.
Account Group	Use the drop-down list box to select the group to which the account belongs. This account group must be defined for the account in the “Create Operative Chart of Accounts” activity of the “Accounting Setup” business component. The system displays “Expense” by default.
Control Action	Use the drop-down list box to select the control action enforced on the account. The two-control actions available are
	Ignore – If the transaction exceeds the budget fixed, then the system records the transaction as an exception.
	Hold – The system will not allow the transactions to be posted whenever the account budget is exceeded.
	The system displays “Hold” by default.
Currency	Use the drop-down list box to select the currency of the account. All the “Active” currencies are listed in the drop-down list box. The currency must be defined in the “Create Currency and Country” activity of the “Organization Set Up” business component. The system displays the base currency of the company by default.

Click the “Search” pushbutton to retrieve the budget details of the account code.

The system displays the following fields in the “Budget Information” multiline.

Finance Year / Period	The financial year / period whose budget amount are to be modified.
Account Code	The code identifying the account whose budget amount is to be modified.
Desc.	The textual description pertaining to the account code.
Forecast Amount	The Original Budget Amount for the Account code for the year - period combination.
Budget Amount	The budget amount set for each accounts.
Utilized Amount	The amount utilized during transaction.
Currency	The currency of the account.
Base currency exchange rate	The exchange rate between the account currency and the base currency
Parallel Base currency exchange rate	The exchange rate between the account currency and the parallel base currency
Budget Amount in Base Currency	The budget amount converted in Base currency
Budget Amount in PBC	The budget amount converted in Parallel base currency
Account Group	The group to which the account belongs.

To proceed carry out the following

Click the “Attach Notes” link at the bottom of the page to record observations about the account budget that has been viewed.
Select the “Collaborate” link at the bottom of the page to record or to view the observations or comments or discussions regarding the document.