v7 FreeBalance Help

Field

Description

Workflow Status

Depending on the Workflow Configuration Setting for this Entity the basic Stages are 'Created’, ‘Approval Requested’, ‘Approved’, ‘Rejected’, 'Cancelled'. The default is 'Created'.

Fiscal Year

Always the current Fiscal Year in the system

Budget Office

This is the Budget Office Code.

Product Type

Product type related to product.

Product Coa Group

 This is the COA group from GOALS, related in product

Coding Block

The CB structure is based on the selected product coa group must be related only with COA GOAL.

Concept

Populated from Result Voucher Annual approval process or, selected from user.

Allow To Exceed

This is to define the Default value of the Exceed Flag when the budget control is created.

Initial Quota

This is the Read-only field with original domestic amount of Result Voucher when Voucher Result Type in 'INITIAL'. Initial value is zero.

Quota

This is the Read-only field when Result Voucher when Voucher Result Type is "SET", Initial value is zero

YTD Actuals

This is a Read-only field when Result Voucher when Voucher Result Type is "ACTUAL", Initial value is zero

Free Balance

This is a Calculated Field Which Displays Only filed = (Original +- Updates) - YTD values.

Active

This is an Active / Inactive indicator. The Default value is True User can 'temporarily' disable (active=false) a budget control, in such case, when system gets a 'request' for budget, then system will act as if there is zero FreeBalance and will reject the transaction. If this BC is already approved and Change Request is configured, then system will generate such change request when changing this value.

Created By

Populated automatically by the system.

Created On

Populated automatically by the system at creation time of the record.

Approved By

Populated automatically by the system when corresponding workflow reaches its last Approval stage.

Approved On

Populated by the system when workflow reaches its final approval.