Enter Budget Template Values

Explanation

This activity is used to enter values for the periods in the Budget Template/Details tab. The access to budget template details depends on the budget user role.

However, in Submitted status, those with the user role Responsible can handle only the budget values. If the template is not protected by an administrator he may change combinations and add new lines as well. After entering the values the Responsible user needs to change the status to Awaiting Approval for the template to be approved or rejected by the Approver.

You can also enter or modify budget template values using the Writeback operation in IFS Business Reporter.

Budget template details can also be accessed by using the Details right mouse button option in the Budget Templates window.

Prerequisites

Budget templates must exist. 

System Effects

Values will be assigned to the respective periods in the budget template. 

Window

Budget Template

Related Window Descriptions

Budget Template

Procedure

1. Go to Budget Template window.
2. Query or populate the window to select the budget template ID.
3. In the Details tab, enter values for the respective periods. However, budget values cannot be entered if the Details Exist checkbox is selected by default as there is more than one transaction for a period. Also, budget values cannot be entered if the currency code is not the accounting currency.
4. Save.
5. Right-click and then click Set to Awaiting Approval.