Use

You can use this function to carry out bottom-up budgeting in the same way as you would enter a document.

Features

Budget allocation is performed by entering the budget separately for each FM account assignment (funds center, commitment item, and, if required, fund). If you want to allocate budget for more than one FM account assignment, you must enter the budget for each FM account assignment in a separate document item. When you save the budget, the system automatically totals up the budget allocated in the lower hierarchy levels up as far as the top node in the hierarchy.

When you are allocating original budget or supplements, if higher level funds centers and commitment items already have budget, their amounts are increased in line with the budget allocation at lower levels. In the case of budget returns, the budget values are reduced as appropriate.

When you save your budget allocation, two documents are posted:

Document containing the data entered. It only contains the information entered by the user.

You can reverse entry documents either by entering a reversal document or by parking the reversal document, then posting it. This procedure ensures that no errors occur during reversal because the program automatically uses the amounts from the original document. It is not possible to reverse a document more than once.

When processing budget entry documents, you can link external objects (attachments, notes, URLs) to the document. For more information about linking objects, see List of Object Services .

This is a document showing the line items generated for each document item when you total up. This document matches the document created during budget allocation within the hierarchy.

You can enter an individual short or long text for each budget document.

Budget Entry

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