v7 FreeBalance Help

Overview

This process is used when it is necessary to automatically attempt to classify Budget Line entries for a specific Budget Version for a specific Budget Plan.

The system provides a User Interface where users can filter the Budget Plan and Budget Version from Budget Plan Entity providing the necessary look ups and standard Platform functionalities, after the selection of the specific version the system informs users that there are X quantity of rows pending to be classified.

Finally users start the process to classify rows by using the process of finding a Classification Type for all necessary budget line entries in the selected Budget plan and version.

Navigation

Budget Planning ► Classification and Flow Type ► ReClassifying Budget Line Entries

Reclassification Budget Line Entries screen Fields