Enter/View Budget Transactions

Explanation

This activity is used to enter and view budget transactions. Since detail lines are not allowed to be modified in the Budget Template window, this window can be used to modify the existing detail lines, as well as change the currency codes if necessary. You can perform these functions by selecting the right mouse button option Budget Display Transactions in the Budget Template window if required. 

Prerequisites

To view budget transactions, lines must be entered in the Budget Template window. A budget template must exist.  

System Effects

Budget transaction lines can be entered or viewed by the user. 

Window

Budget Transactions

Related Window Descriptions

Budget Transactions

Procedure

1. Go to Budget Transactions window and query or populate to view the budget process ID.
2. Select the details section of the window.
3. Select New to enter lines.
4. Select the budget template ID using the List of Values.
5. Select the item category from the drop down list.
6. Enter the currency code if necessary. Note: Default currency code is selected automatically. 
7. Enter the account and code part values using the List of Values. Note: Code part values can be entered only if the user has selected them in the code string settings. 
8. Select the period number using the List of Values. 
9. Enter the currency amount.
10. Enter quantity.
11. Save.