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. |