Overview
Budget Plan Type allows users to classify or group budget plans for data entering, searching and reporting purposes. Examples of Budget Plan Types can be Revenues, Expenditures, Debts, Consolidated (in case a Government doesn't separate the budget plan in distinct types), etc. This function works as a catalogue which can be applicable to many scenarios and budget versions.
Navigation
Budget Planning ► Support Entities ► Budget Plan ► Budget Plan Type
Budget Plan Type screen Fields
Field | Description |
Code | Automatically assigned by the system, if the System Parameter Generate Budget Plan Type ID is set to True, or manually entered by the User if the System Parameter Generate Budget Plan Type ID is set to False. This is a unique identifier. |
Active | If this is switched off, then this entity cannot be used in future transactions. |
| Budget Plan Type Group | Used as a discriminator for Workflow of Budget Plan entity, identifies the Budget Plan Types that share same workflow configuration. |
| Goal Use | If check enables user of Goal related entities. |
| Is Required Validation Order | This entity should be checked true if validation order is required |
COA Group | Users can select CoA group which is going to be used for this entity. |
| Concept | If Organization hierarchy has the concepts: Area is side concept of Institution, Institution is Core parent Concept of Unit, and Unit is Core Parent Concept of Division. And Current CoA Group Selected by the User has in organization segment the concept Unit. Then system should allow to select Unit, Institution or Area. It depends on “Is Required Validation Order”. If “Is Required Validation Order” is True then it will be mandatory field else not. |
Coding Block Type Definition | Coding Block Type Definition (Coding Block Expression) for Budget Plans associated to this Budget Plan Type. The Budget Line Coding Blocks entered under the Budget Plan associated to this Budget Plan Type will be validated against this Coding Block Information. |
Language | Country specific language used by users. |
Name | Brief description of the entity. |
Description | Full description of the entity. |
Budget Plan Type Required Tab | Related required Buduget Plan Type. |
| Budget Plan Type Fiscal Years Tab | Related Budget Plan Type fiscal years to be defined here. |
Overview
This contains a collection of 0 to many Numeric fields to be added under Budget Plans.
Budget Plan Additional Required Field Tab screen Fields
Field | Description |
Is Mandatory | Ticked checkbox means that the text or numeric field is mandatory, otherwise numeric field is not mandatory. |
| Language | Country specific language used by users to enter field name |
| FieldName | Brief description of the entity. |
Is Numeric | To indicate when new Field is Numeric. |
Number of Decimals | Number of decimals that are allowed for data entry, if Is Numeric is set to True. |
Is Element Detail | To indicate that the Additional Field is related to the Budget Line Coding Block. |
Segment | Segment for which the element description will be required if Is CoA Segment Description is set to True, that the user will select from the list of segments from the Scenario COA Group. |
Concept | Collection of 1 to N Concept(s) from Segment defined under COA elements. The concepts listed will be the concept at the level of the COA group and parent levels, within the selected segment. |
Overview
Indicates the Budget Version to use.
Budget Plan Type Fiscal Year Tab screen fields
| Fields | Description |
| Fiscal Year | Identifies Fiscal Year used. |
| Budget Version | Identifies Budget Version used from Fiscal Year. |
Overview
Records of Budget Plan Type Group are entered, updated and viewed through this screen.
Navigation
Budget Planning ► Support Entities ► Budget Plans ► Budget Plan Type Group
Budget Plan Type Group screen Fields
Field | Description |
Code | Unique identification code of Budget Plan Type Group record. |
Active | This field indicates whether the record is active or not. Marking the check box indicates that the record is active and avilable for use. If unchecked, it indicates the record is avilable for reference purpose only. |
Language | Country specific language used to record the Budget Plan Type Group. |
Name | Name of the Budget plan Type Group record. |
Description | Description of the Budget plan Type Group record. |
Overview
Budget Plan Structure allows the scenario administrators to define the hierarchical structure of a budget plan. The whole budget plan structure will include one or more interrelated records in this entity.
Each scenario can only have one whole budget plan structure. The information defined here will be referenced from budget plan which contains a group of budget lines including its responsible user, status, deadline and more.
Navigation
Budget Planning ► Support Entities ► Budget Plan ► Budget Plan Structure
Budget Plan Structure screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system. |
Active | By default this is 'True'. If this is switched to 'False', then this Budget Plan Structure cannot be used in future transactions. |
Allows Foreign Currency | By default this is 'False'. If this is 'True', budget plans associated to this structure allows data entry for budget amounts in foreign currency. |
Allow Changes In Lowest Level | If this is not ticked, the responsible users for the highest levels (typically supervisors), will not be able to modify Budget Plan data in the lowest level. |
Allow Modify Consolidated Amounts | If checkbox is ticked, the system will allow the responsible user of the budget plan to modify consolidated amounts and therefore propagate the change to lower levels. |
Validation For Budget Line Data Entry | Default is true which means that data entry of Budget Line Amounts and Currency, under the Budget Line Tab cannot be performed manually, if the associated Budget Line Coding Block is used by Cost Driver(s) or is included as part of a Cost Driver expression. |
Budget Planning Scenario | This contains the Scenario to which this budget plan structure applies to. |
Institution | This refers to the institution associated to this budget plan structure. |
Budget Planning Scenario CoA Group | This is the reference to the CoA Group to which this level is associated. |
Coding Block Type Definition | Coding Block Type Definition (Coding Block Expression) for Budget Plans associated to this Budget Plan Type. The Budget Line Coding Blocks entered under the Budget Plan associated to this Budget Plan Structure will be validated against this Coding Block Information. |
Language | The language used to describe the Budget Plan Structure. |
Name | The name of the Budget Plan Structure. |
Description | The description of the Budget Plan Structure. |
Budget Plan Additional Required Field Tab | Collection of 0 to many fields to be added under Budget Plans. |
Overview
This contains a collection of 0 to many Numeric fields to be added under Budget Plans.
Budget Plan Additional Required Field Tab screen Fields
Field | Description |
Is CoA Segment Description? | If this checkbox is ticked the system should ask for the description of additional fields for all elements that are included in the concepts of the defined segments and rolling-up from the budget line coding block, in the same segment. |
Is Mandatory | Ticked checkbox means that the text or numeric field is mandatory, otherwise numeric field is not mandatory. |
Is Numeric | To indicate when new Field is Numeric. |
Number of Decimals | Number of decimals that are allowed for data entry, if Is Numeric is set to True. |
Is Element Detail | To indicate that the Additional Field is related to the Budget Line Coding Block. |
Segment | Segment for which the element description will be required if Is CoA Segment Description is set to True, that the user will select from the list of segments from the Scenario COA Group of the Budget Plan Structure. |
Language | Users can select the language to describe entity. |
FieldName | Name of the entity. |
Concept | Collection of 1 to N Concept(s) from Segment defined under COA elements. The concepts listed will be the concept at the level of the COA group and parent levels, within the selected segment. |
Overview
Cost Driver Type allows users to classify or group cost drivers and packages, so then it can be used when searching for a particular one. This function works as a catalogue which can be applicable to many scenarios and budget versions.
Navigation
Budget Planning ► Support Entities ► Budget Plan ► Cost Driver Type
Cost Driver Type screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system, if the System Parameter Generate Cost Driver Type ID is set to True, or manually entered by the User if the System Parameter Generate Cost Driver Type ID is set to False. |
Active | Default is true. If this is False, then this Cost Driver Type cannot be used in future transactions. |
| Catalogue Item Required | Indicates if Catalogue Item reference is mandatory or not. |
| Grantee Required | Indicates if Receiver Grants reference is required. |
| Entry Cost At Budget Plan | If flag is set the cost per Fiscal Year will be always 1, system then allows the entry of Cost (2 decimals) during the Cost Driver registration in the Budget Plan. |
| Unit Of Measure Required | Indicates if unit of measure is required. |
Language | Country specific language used to describe the Cost Driver Type. |
Name | This contains the name of the Cost Driver Type. |
Description | This contains the description of the Cost Driver Type. |
Overview
This contains a collection of 0 to many Numeric fields to be added under Budget Plans.
Budget Plan Additional Required Field Tab screen fields
| Fields | Description |
| Is Mandatory | Ticked checkbox means that the text or numeric field is mandatory, otherwise numeric field is not mandatory. |
| Language | Country specific language used by users. |
| Field Name | Brief description of the entity |
| Is Numeric | To indicate when new Field is Numeric. |
| Is Cost Driver Detail | Default FALSE. Indicate that Additional Field is related to a Cost Driver of the Budget Line. |
| Is Use Field On Calculation | When it is TRUE, the additional fields are going to be used to determine the amount calculation |
Overview
Cost Driver allows users to assign standardized prices or amounts to planning budget coding blocks.
It can have more than one record associated to the same coding block, for instance, for budget visa fee (specific coding block), there can be more than one cost driver, each one associated to different visa type with its related amount. This works as a catalogue which can be applicable to many scenarios and budget versions.
Navigation
Budget Planning ► Support Entities ► Budget Plan ► Cost Driver
Cost Driver screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system, if the System Parameter Generate Cost Driver ID is set to True, or manually entered by the User if the System Parameter Generate Cost Driver ID is set to False. |
Active | The default value is true. If this value is False then this Cost Driver cannot be used in future transactions. |
Is Mandatory | The default value is true meaning the only way to enter the associated coding block in a budget line is through the Cost Driver Tab of the Budget Plan. If this value is False then users will be able to enter the associated coding block directly as budget line or using the Cost Driver Tab of the Budget Plan. |
Type | The corresponding Cost Driver Type needs to be selected as it will be used for search purposes when using it in budget planning entity. |
CoA | Users must select the CoA which is going to be used for this Cost Driver. |
CoA Group | This is the CoA Group that will be used for the Type Definition. |
Type Definition | This contains a type definition which can be a valid coding block or a coding block expression. |
| Institution | Cost Driver Institution, according to the Institution users have access to that is Budget Office. |
| Catalogue Item | Catalogue item reference for this cost driver. |
| Grantee | Reference to Receiver Grants, system validates that no other Cost Driver has the same value. |
| Unit Of Measure | Reference to Unit of Measure used in Cost Driver. |
| Cost Driver Hierarchy | User can select the corresponding Hierarchy, it will be used for report purposes. |
Currency | This contains the currency for the Cost Driver amount, which can be either in domestic or foreign currency. |
| Exchange Rate | Exchange rate related to currency, applicable when using multi currency. |
Language | The language used to describe the Cost Driver. |
Name | This contains the name of the Cost Driver. |
Description | This contains the description of the Cost Driver. |
Cost Driver Per Fiscal Year Tab | This contains the Cost Driver amount per Fiscal Year, in Domestic or Foreign Currency, according to the Currency specified. |
Overview
This contains the Cost Driver amount per Fiscal Year, in Domestic or Foreign Currency, according to the Currency specified.
Cost Driver Per Fiscal Year Tab screen Fields
Field | Description |
Fiscal Year | This is the Fiscal Year to which this cost driver amount applies. |
Amount (Domestic) | This contains the amount in domestic currency. |
Amount (Foreign) | This contains the amount in foreign currency. |
Overview
Cost Driver Package allows users to relate more than one Cost Driver, including quantities. For example, IT equipment for clerks will have: 1 computer, 1 monitor, 1 printer, etc.
This entity works as a catalogue which can be applicable to many scenarios and budget versions.
Navigation
Budgeting System ► Cost Driver ► Cost Driver Package
Cost Driver Package screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system, if the System Parameter Generate Cost Driver Package ID is set to True, or manually entered by the User if the System Parameter Generate Cost Driver Package ID is set to False. |
Active | The default value is true. If this value is False, then this Cost Driver Package cannot be used in future transactions. |
All Cost Drivers Mandatory | This attributes indicates if users need to enter values for all cost drivers which compose the package. If this is TRUE, all cost drivers are mandatory during budget planning data entry. |
| Institution | This attribute indicates the institution of the cost driver. |
Cost Driver Type | Users must select the corresponding type which will be used for search purposes when using it in budget planning entity. |
Language | The language used to describe the Cost Driver Package. |
Name | The name of the Cost driver Package. |
Description | This contains the Description of the Cost Driver Package. |
Cost Driver Tab | This contains the list of one to many cost drivers which belong to this package. |
This contains the list of one to many cost drivers which belong to this package.
For details regarding Cost Driver, refer to the link below:
Overview
Records of Catalogue Item and Inventory Items are retrieved through this screen.
Navigation
Budget Planning ► Support Entities ► Budget Plans ► Load Cost Driver From Catalogue Item
Load Cost Driver From Catalogue Item screen Fields
Field | Description |
Source | Source is selected from drop down box. Possible values are: Catalogue Items and Inventory Items. When value for this field is selected 'Catalogue Item', the following fields appear on screen. |
Catalogue Items to Load | Catalogue Items to load is selected from drop down box. Possible values are: Already in Cost Driver and Not Yet in Cost Driver. |
Product Price Header | Product Price Header is selected in this field. |
Unit Cost Policy | Unit cost policy is selected from drop down box. Possible values are: Average, Maximum and Minimum. |
Cost Driver Type | Cost Driver Type is selected from drop down box. |
CoA | CoA is selected from drop down box. |
CoA Group | CoA Group is selected from drop down box. |
Destination Fiscal Year | Destination Fiscal Year is selected from the drop down box. |
Source | Source is selected from drop down box. Possible values are: Catalogue Items and Inventory Items. When value for this field is selected 'Inventory Item', the following fields appear on screen. |
Catalogue Items to Load | Catalogue Items to load is selected from drop down box. Possible values are: Already in Cost Driver and Not Yet in Cost Driver. |
Institution | Institution is selected from lookup button. |
Unit Cost Policy | Unit Cost Policy is selected from drop down box. |
Source Fiscal Year | Source Fiscal Year is selected from drop down box. |
Cost Driver Type | Cost Driver Type is selected from drop down box. |
CoA | CoA is selected from drop down box. |
CoA Group | CoA Group is selected from drop down box. |
Destination Fiscal Year | Destination Fiscal Year is selected from the drop down box. |
Overview
This entity will allow users to set a Hierarchy to Cost drivers, so then it can be used for hierarchical reports.
Navigation
Budget Planning ► Support Entities ► Budget Plan ► Cost Driver Hierarchy
Cost Driver Hierarchy Screen Fields
Field | Description |
Id | This represents the unique ID of Cost Driver Hierarchy entity, which is generated automatically by the system or entered by the user. |
Active | Indicates whether this record is active or inactive. |
Language | Language used to describe Cost Driver Hierarchy to be selected from dropdown box. |
Name | Name of the Cost Driver Hierarchy |
Description | A brief description of the Cost Driver Hierarchy |
Cost Driver Hierarchy Parent ID | Only can be set a Cost Driver Hierarchy without any Cost Driver |
Level | Integer to identify the level. Assigned automatically by the system, starting from 1. |