> >

Use this form to enter expected expenses for a project. Expense information in this form is used for general budgeting purposes.

Navigating the form

The following tables provide descriptions for the controls in this form.




Overview tab

Enter new forecast transactions with the expected cost and sales prices for the expenses.

General tab

View additional identification information for individual expense lines.

View or enter the date.

Dimension tab

View or maintain dimensions for the forecast transaction.




Update, copy, or delete forecast transactions.

View how budget transactions would be posted in if there was an actual transaction.

Register quotation lines of the type as expense forecast lines.

Select to view records for a selected price and discount group.




Enter the date for the expected cost.

Enter the project ID. By default, the current value from the window appears. It can be changed.

Specify the category for the expected cost.

View the Employee ID.

Enter transaction text. This field is optional.

Enter the expected cost price.

The currency the customer will be invoiced. The default is the currency specified for the project contract.

Enter the sales price you expect to charge your customer.

The line property that the budget transaction is attached to.

Enter the budget model for the record. The default model is retrieved from the parameter settings.

Identification of transaction.

Enter the quantity for the expense cost.

Specify the expense cost in the foreign currency.

By default, this check box is selected. Clear this check box to specify that the forecast record should not be employed in the budget.

Modified By

The last user to update the transaction.

Select one of the following allocation methods:

  • - No method is used and the budgeting record is perceived as a whole record.

  • - Budgeting records are allocated by fixed intervals, and the amounts are defined by the period allocation setup.

Enter the number of units that make up the total cost of the expense transaction.

Select the unit for the appropriation procedure.

Enter the ending date of the appropriation period.

Select the period key that you want to use for appropriating budgeting records. By using the period key, you divide the current budget record specified by the period-key setup.

Select this check box if you do not want the current transaction to be included in the appropriation.

Identification of allocation key.

View the forecasted invoice date. The invoice date calculated for forecast transactions depends on the invoice frequency defined on the project contract.

View or change the elimination date. When the forecast is created, the elimination date is set to the end date of the project's estimate date. If the project has no end date, the project date is applied. The elimination date applies to fixed-price projects and investment projects.

Expected payment date of the cost.

Expected payment date of the revenue.

Select the department attached to the forecast.

Select the cost center for the forecast.

Select the purpose of the forecast.

See Also