Generate Budget Analysis Report For Financial Year
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You can enter report criteria in this page and generate a report on the budgetary analysis that is done on a location for different financial years.
Select the “Generate Budget Report for Financial Years” link under the “Budget Reports” business component.
The “Generate Budget Analysis Report For Financial Year” page appears.
Enter the following in the “Search Criteria” group box:
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Financial Year From |
Use the drop-down list box to select the financial year from which you to wish to generate the budget report. The system lists all the financial years that are in the “Active” status and that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. The system displays the current financial year, by default. |
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Financial Year To |
Use the drop-down list box to select the financial year till which you to wish to generate the budget report. The system lists all the financial years that are in the “Active” status and that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. The system displays the current financial year, by default. |
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Location |
Use the drop-down list box to select the location for which the cost must be reviewed. The system lists all the locations that belong to the primary system. The system displays the apex location, by default. |
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Type |
Use the drop-down list box to select the type of work order for which the budgetary analysis must be done. The system lists all the types of work orders that have been defined in the “Define WO Types” activity and are in the “Active” and “Inactive” statues. The system leaves the field blank, by default. |
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Category |
Use the drop-down list box to select the category of work order for which the budgetary analysis must be done. The system lists all the categories of work orders that have been defined in the “Define WO Categories” activity and are in the “Active” and “Inactive” statuses. The system leaves the field blank, by default. |
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Include Child Loc. Amt. |
Use the drop-down list box and set the field to “Yes” if you wish to include the amount allocated to the child locations for analysis purposes. |
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Give Eqp. Details |
Use the drop box and set the field to “Yes” to include the amount allocated to the equipments belonging to the location for analysis purposes. |
Enter the following in the “Report Options” group box:
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Report Action |
Use the drop-down list box to select the default report action. The system lists the following options:
The system displays “View”, by default. |
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Sort By |
Use the drop-down list box to specify the order in which the entries in the report will be sorted. The system provides the options “Variance” and “Equipment”. |
Select the “Generate Report” link to generate a report on the budget analysis done on the location.
