v7 FreeBalance Help

Fields

Descriptions

Code

Unique ID that identifies a Annual financial plan. Consecutive unique number automatically generated by the system.

Workflow Status

This field shows the status of the workflow depending on the Workflow Configuration Setting for this entity the basic Stages are: ‘Created’, ‘Approval Requested’, ‘Approved’, ‘Rejected’, 'Cancelled', 'Template'. The default value is 'Created'.

Fiscal Year

Fiscal Year of the Annual financial plan. Default current Fiscal Year where ‘Current Fiscal Year Budget Execution’ is True.

Institution

System will automatically display the Institution Code, based on the attribute "Institution Name" from Institution entity

Project ID

Unique identifier that identifies a Project with external financing.

Type

Allows to select type from dropdown list.

Plan Date

Default current system date.

Project Amount Dc

Calculated field, Display only. Shows Total Domestic Amount for the Annual financial plan

Counter Part Project Amount Dc

Calculated field, Display only. Shows Total Domestic Counterpart Amount for the whole Plan

Total Project Amount Dc

Calculated field, Display only. Total Domestic Project Amount” = “Domestic Project Amount” + “Domestic Counterpart Project Amount”

Created By

User who created the Project Plan. Populated automatically by the system.

Created Date

Date and time of creation the Plan Project with External Financing. Default current system date and time.

Approved By

User who approved the Plan Project with External Financing. Populated automatically by the system, when the document is approved.

Approved Date

Date and time in which the Plan Project with External Financing document turns to ‘Approved’ Status. Default current system date and time.