Overview
The Budget Configurator is used to define where the source of the data will be obtained for each report (Custom, Crystal Report or Jasper) and is related to each Document (or Estimate). It defines where to obtain the data form previous years, current year and Indicative years when outputting the results in the reports.
Navigation
Budget Planning ►Budget Book Builder ► Budget Configuration
Budget Configuration screen Fields and Tabs
Field | Description |
Document | User selects the Budget Configuration for each Document. Each document can only have one configuration. |
Current Fiscal Year | Fiscal Year for the Current Year for Budget Preparation purposes. |
Execution Fiscal Year | Fiscal Year for the Execution Year (i.e.: Y-1). |
Actual Fiscal Year | Fiscal Year for the Actual (i.e.: Y-2). |
Projection 1 Fiscal Year | Fiscal Year for the 1st Indicative Year (i.e.: Y+1). |
Projection 2 Fiscal Year | Fiscal Year for the 1st Indicative Year (i.e.: Y+2). |
Projection 3 Fiscal Year | Fiscal Year for the 1st Indicative Year (i.e.: Y+3). |
Projection 4 Fiscal Year | Fiscal Year for the 1st Indicative Year (i.e.: Y+4). |
Budget Configuration Fiscal Year Tab | Fiscal Year that identify the data to be used from this Budget Version. |
Overview
Fiscal Year that identify the data to be used from this Budget Version.
Budget Configuration Fiscal Year Tab screen Fields
| Field | Description |
| Fiscal Year | Fiscal Year that identify the data to be used from this Budget Version. |
| Budget Version | Current Budget Version to be selected. |