Overview
Classification Type is a general catalogue for the Budget Planning module which allows classifying coding blocks with different types such as revenue, expenses, salary, non-salary, debt, etc. for validation and reporting purposes. The mentioned coding blocks are included in the budget lines as part of a budget plan. This entity works as a catalogue which can be applicable to many scenarios and budget versions.
Classification Type is an independent process of posting data into a Budget Planning, therefore defining a Classification Type can be done before or during the entering of data into a Budget Plan, but in order to have a proper Budget Line’s coding block classification the process of defining and creating the Classification Types should be prior to the final posting of information into a Budget Plan.
Navigation
Budget Planning ► Classification and Flow Type ► Classification Type
Classification Type screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system. |
Classification Type Class | This attribute will be used as discriminator for validation and reporting purposes. The possible values are Revenue, Expenditure and Other. |
Language | The language used to describe the Classification Type. |
Name | The name of the Classification Type. |
Definition Tab | This is the collection of classification type definitions. Each definition will contain a coding block or a coding block expression. |
Overview
This is the collection of classification type definitions. Each definition will contain a coding block or a coding block expression.
Definition screen Tab screen Fields
Field | Description |
CoA | The CoA to which the Classification Type Definition belongs to. |
CoA Group | The CoA Group that will be used to group and classify the coding blocks. |
Active | It can be checked or unchecked, defines if the record is active. |
Language | The language used to describe the Classification Type Definition. |
Name | The name of the Classification Type Definition. |
Coding Block Type Definition Tab | This contains a type definition (Coding Block Expression) to identify the classification type, during data entry of budget lines. |
Fiscal Year Tab | The Fiscal Year to which the Classification Type definition applies. |