This section includes the fields and descriptions for the Budget Inspection tab.
Budget Model Island
| Field | Description |
|---|
| Name
|
This field displays the budget model you wish to inspect in this field.
|
| Description
|
This field displays the description of the selected budget model. The description is retrieved from the Budget Models workspace.
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| Budget Type
|
This field displays the budget type of the selected budget model.
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| Fiscal Year
|
The fiscal year which applies to the selected budget model is shown in this field.
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| Price Year
|
This field displays the price year that applies to the current budget model. The price year is used at price projection of budget models.
|
Currency Island
| Field | Description |
|---|
| Reporting Currency
|
In this pop-up field, you can select the reporting currency in which the budget figures should be displayed. If the current user has been assigned to a company in the Users workspace, Maconomy suggests the company base currency of the company in question. When converting amounts into the reporting currency, Maconomy uses the exchange rates valid on this date according to the enterprise exchange rate table selected in the System Information workspace in the Set-Up module for conversion of currency amounts.
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| Exchange Rate Table
|
Specify the exchange rate table to use for conversion to reporting currency. If you do not specify an exchange rate table, Maconomy uses the company specific exchange rate table.
|
Selection Criteria Island
| Field | Description |
|---|
| Show Entries
|
The field controls whether or not lines are shown in Budget sums sub-tab.
|
| Account
|
In this field you can enter a range of account numbers so that only budget figures that fall within this range are shown. The selected allocation combinations are displayed in the Budget Inspection tab, whereas the amount and quantity sums are displayed in the Budget sums sub-tab. You can further limit the inspection by specifying ranges for the other 11 dimensions.
|
| Company
|
The functionality of this field is similar to that of the field “Account No.” above.
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| Customer
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Vendor
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Job
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Activity
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Task
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Employee Information
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Item
|
The functionality of this field is similar to that of the field “Account No.” above.
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| Asset
|
The functionality of this field is similar to that of the field “Account No.” above.
|
Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
|
The functionality of this field is similar to that of the field “Account No.” above.
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| Entity
|
The functionality of this field is similar to that of the field “Account No.” above.
|
| Project
|
The functionality of this field is similar to that of the field “Account No.” above.
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| Purpose
|
The functionality of this field is similar to that of the field “Account No.” above.
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| Spec. 1-3
|
The functionality of these fields is similar to that of the field “Account No.” above.
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| Local Spec.1-3
|
The functionality of these fields is similar to that of the field “Account No.” above.
|
Amount Island
| Field | Description |
|---|
| Opening
|
This field displays the sum of the opening amounts of the allocation combinations specified in the Account island. The opening amount for every allocation combination is shown in the “Opening Amount” field in the Budget sum sub-tab.
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| 1-12
|
The functionality of this fields is similar to that of the field “Opening” above.
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| Closing
|
The functionality of this field is similar to that of the field “Opening” above.
|
Quantity Island
| Field | Description |
|---|
| Opening
|
This field displays the sum of the opening quantities of the allocation combinations specified in the Account island. The opening quantity for every allocation combination is shown in the “Opening Quantity” field in the Budget sums sub-tab.
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| 1-12
|
The functionality of these fields is similar to that of the field “Opening” above.
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| Closing
|
The functionality of this field is similar to that of the field “Opening” above.
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