How To Read And Use The Budget Row Detail Form

1. Click [Purchasing] – [Budget]
2. Use the filter bar to retrieve the budget rows to edit (Ref. the chapter: The budget filter function for more details)
3. Double click a budget row and the form below will open.

Fig 9:  Budget Row detail form

4. The form details explained.

• • “Budget row details” group
    • Unit: The unit the budget row is linked to
    • Budget Period: The year and period number the budget row
    • Account: The related account
    • Cost Code: The related cost code
  • “Suggested budget” group
    • Budget Specification Total: This is the total value for items in the “Budget specification”. (For more info on this please see the “How to use the Budget Specification function”)
    • Suggested Budget (Unit): This is the value suggested by the unit\vessel as the budget. This field is possible to edit if the user has the appropriate user rights. (For more info on this please see the “How to use the “Suggest budget” function?” chapter)
    • Suggested Budget (Office): This is the value suggested by the Office as the budget. This field is possible to edit if the user has the appropriate user rights. (For more info on this please see the “How to use the “Suggest budget” function?” chapter)
  • “Calculations” group.
    • Total Budget: This is total budget value.
    • Total Committed: This is the total of orders that are have a status “On Order” or higher, but not yet paid.
    • Total Spent: This is the total of orders marked paid linked to this budget row.
    • Rest: What is left of the budget after deducting the committed and the spent values
  • Sub tabs
    • Linked Orders: This is a list of all orders with a status “On Order” or higher linked to the budget row. The orders are used to calculate what is committed (on order but not yet paid), and used\spent\paid.
    • Budget Specification: This will list all the details used to estimate\specify the budget. (For more info on this please see the “How to use the Budget Specification function”)
    • Budget Row Comments: This will show the two budget comment fields: Office (comment) and Unit (Comment). These comment fields can be used to describe the suggested budget figures, if the budget specification function is not used.
    • Related Budget Periods: This grid will list other budget rows for the same account number, and cost code (if budget on cost code is used)
    • Documents: Will list any attached documents.
    • Change history: Here any alterations done to the budget details will be listed.