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Use this form to create, manage and view the cost budgettransactions for each dimension and cost category.

The budget values are displayed for each cost category and show the amount for each period and total amount for one line. If you have selected the check box, the form displays the individual amount for each period.

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

Overview tab

View all transactions.

General tab

Generate periodic budget transactions based on the current line.

Fields

Field

Description

View a model for the budget line or create a new line by selecting the correct budget model.

Select or view the cost category.

Enter or view the date from which the budget amount will be in effect. By using this field, you can limit an individual budget line in terms of time.

Display a comment on the budget transaction. By default, the name of the ledger account is proposed.

Enter or view the amount by which the line contributes to the budget.

Note Note

The budget amount is entered with a minus sign (-) preceding credit amounts.

Select this checkbox to include the amount in the current budget. By default, this is marked as active when a budget line is created.

Methods for allocating the forecast transaction:

  • – No allocation takes place

  • – Fill in with the number of units in the field. This method is used if forecast with the same quantity per period.

  • – The forecast is allocated according to the period allocation key specified in the field. This method is used if you want to take seasonal variation into account.

Specify the time interval:

  • Day(s) – Number of days specified in the field.

  • Month(s) – Number of months specified in the field.

  • Year(s) – Number of years specified in the field.

Last date of the posting period for this periodic transaction.

Period allocation key for allocating the budget.

Buttons

Button

Description

View the budget balances for each cost category, distributed and cumulated for each financial period.