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Budget Lines

Tue, 2017-01-31 14:10 — jramirez

Overview

This is the main method to manage (add, update or remove) budget lines in a budget plan (the other methods are cost drivers and cost driver packages). Basically, the user has the option to manually enter budget lines (one by one) using the Budget Lines Tab, or create new Budget Lines through cost drivers or cost driver packages. The Information under the Budget Line Tab should be read-only for the scenario Fiscal Years with Budget Plans as Read-Only" set to "True". By default, the user is able to manually add new budget lines (in a new row at the bottom of the grid). The user needs to enter all the required fields.

 

Budget Lines Tab screen Fields

Field

Description

Line ID

Unique serial number

Data button

Link to a window showing the following information related to budget line coding block or rolling-up to the budget line coding block, from Budget Controls:

  • Actual Amount for the Current Fiscal Year – 2 years

  • Original Amount for the previous Fiscal Year (Current Fiscal Year – 1 year)

  • Revised Amount for the previous Fiscal Year (Current Fiscal Year – 1 year)

  • Actual Amount for the previous Fiscal Year (Current Fiscal Year – 1 year)

  • Commitments and Obligations for the previous Fiscal Year (Current Fiscal Year – 1 year)

  • Commitments and Obligations for the Current Fiscal Years and future Years included in the Budget Version and are not read-only.

Coding Block

Budget Line Coding Block, with one column per segment of the CoA group of the Budget Plan Structure, which can be entered manually or populated from Cost Item or Cost Item Package. The Coding Block will be validated against the Coding Block Type definition of the Budget Plan Structure and Budget Plan Type.

Currency

Domestic or Foreign Currency used, depending of value of Allows Foreign Currency under Budget Plan Structure.

Amount

Amount in the currency specified under Currency, which can be entered manually or populated from Cost Item or Cost Item Package.

Dist link

Clicking the Dist link will allow the user to enter distribution amounts, for each fiscal period, if Manual Distribution is selected under Budget Planning Scenario, or will display the amounts calculated by the automatic distribution, if the Automatic Uniform or Automatic Weighted is selected.

Description

Budget Line Description

Institution

Budget Line Institution populated by the system with the Institution that is linked to the same CoA Element as the Budget Line Coding Block element of the segment with Is Organization Segment set to True.

Status

Budget Line Status set by the Budget Plan Workflow.  Possible values are: “Open”, “Complete”, “Under Analysis”, and “Close”.

Classification Type

Classification Type populated by the system, based on the Budget Line Coding Block and the Classification Type Definition.

Flow Type

Flow Type populated by the system, based on the Budget Line Coding Block and Flow Type Definition.

 

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