Internal Settlements Line Type

You can only use internal settlements line types on template budgets for main and sum budgets.

You can only create an internal settlements line type on template budgets. Internal settlements line types can only exist on main and sum budgets.

Each line of this type must refer to a settlements sub-budget that sums up settlements. For every settlements budget that is referred from a budget, there must be exactly two internal settlements lines on the budget that refer to the same settlement budget. These two lines should have different income/expense settings.

By definition, an internal settlement is a settlement between two departments in the sub-tree of the budget hierarchy that has the current budget as the root of the sub-tree. Because any main budget only has itself in the sub-tree having the main budget as root budget, all settlements registered on the main budget are external settlements. Hence, the internal settlements lines on main budgets are always 0.

On sum budgets, each internal settlements line sums up settlement lines satisfying the following criteria:

  • The line is registered on a budget below the sum budget in the budget hierarchy.
  • The referenced department/budget on the settlement line is also below the sum budget in the budget hierarchy.
  • The line has the same income/expense setting as the internal settlements line.
  • The line is registered on a settlements sub-budget that corresponds to the one referred to from the internal settlements line, that is, created from the same settlements sub-budget on the budget template.