Re: NL>>Budget Entry
Swati D.
12-18-19
Hi Paul I hope this helps

Budget entry will allow to prepare and calculate budgets and easier creating of budgets


Header:
- Period
- Object


- Class
Matrix:
- Account
when a budget entry is created, all accounts type income and expense are populated
- Description
description of the account
- Result
Uses the same logic a "previous result" as in Profit & Loss report
for example, if the period in the header is 1.1.2018:31.12.2018 (12 months), then previous result, fill is the previous 12 months.
if we are in 20 November 2018, then it fill in 1.11.2016:31.10.2017 (last 12 full months)
- Budgeted>> if we already have budget created for this period/object/class, we populate this column. If not, it is empty.
- Add (se should support increase/decrease)
- Add % (we should support Increase/decrease)
- Budget
Post >> if we already have budget records, we refresh them. If not, the we create them.

Logic:
- When the window is open, we populate it with a full Chart of Accounts + anything that empty header will fill
- As Header fields are defined, we recalculate Matrix fields
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Latest Posts
David Delač
Hi Piotr, The log entry:
2024-12-14 08:40:43 0.000 CallHal(IsHansaWorldCustomer) appears because the server is running with the verbosity=debug-detailed setting in its parameters.txt file. Thi...
09:43 16 Dec 2024
Brittany McGrath
Hi Vaughn, I can confirm this has been fixed now and is live in Standard ERP 2024-11-20 Version: 85556786. Thank you. ...
10:04 10 Dec 2024