Budget Template Screen

Data is captured on the following tab(s) of the edit screen: Overview and Parameters. Below is a list of descriptions for the fields in the sections on each tab.

Overview

The Overview tab contains the following section(s):

Header

  • Code: A unique code that identifies the budget template.
  • Description: Description of the budget template, for example Budget for Labour Department.
  • Sequence Number: The sequence in which the records are listed. Use the sequence number to list the records in a logical sequence.
  • Is Active: Ticked if the record is active and available in lookup lists.
  • Permission Tree: A field linked to a permission record in a permission tree, that determines whether a user has rights to access records and/or make changes to records. This is assigned by the system where possible.

Details

  • Expression: The expression that will be used by the budgets linked to the budget template.
    The expression can contain parameters which will then be defined on Parameters tab. Refer to Expressions for more information on the syntax used to build expressions.
    Practical examples of budget template expressions:
    Required resultExpression
    A budget converted from On Key 5 for a specific cost centre and cost element combinationCosting->CostCentre_Code eq '1116' AND Costing->CostElement_Code eq '830153000'
    A budget for a specific general ledgerCosting->GeneralLedger_Code eq 'GLS001'
  • Budget Amount: The amount that will be applied to the budget when creating the budget. This must be equal to or greater than zero.
  • Is Initialised: Read-only field indicating whether the expression and parameters are valid for that budget template.
  • Is Initialised Fail Reason: Read-only field indicating the reason for the budget template not being initialised.

Notes

Add additional details, comments or other relevant information.

Modification

Displays details of when the record was created and last updated. This section is autopopulated and requires no user input.

Parameters

This tab is used to specify the parameters that are used within your Budget Template Expression. Parameter values can be set for each parameter.

The following fields are displayed:

  • Budget Template: A unique code that identifies the parent budget template record.
  • Parameter Name: A name for the budget template parameter.
  • Data Type: Defines the data type of the parameter. Possible values are:
    • Boolean: Used to capture true or false values.
    • Currency: Used to capture monetary values that will be used for financial calculations.
    • Date: Used to capture year, month and day values.
    • Date Time: Used to capture date and time information.
    • Duration: Used to capture information about a period of time.
    • Email: Used to capture email addresses.
    • Float: Used to capture decimal numbers.
    • Integer: Used to capture whole numbers.
    • Long: Used to capture a range of values wider than those provided by Integer.
    • String: Used to capture a sequence of alpha-numeric characters.
    • Time: Used to capture hour, minute and second values.
  • Value: An allowed value for the parameter. The value's type is based on the Data Type selection.
  • Permission tree: A field linked to a permission record in a permission tree, that determines whether a user has rights to access records and/or make changes to records. This is assigned by the system where possible.
  • Sequence Number: The sequence in which the records are listed. Use the sequence number to list the records in a logical sequence.
  • Is Active: Ticked if the item is active and available in the lookup list.

Notes

Add additional details, comments or other relevant information.