Budget Browse Criteria Panel

Performing Data Functions › Budgets Panels › Budget Browse Criteria Panel

Budget Browse Criteria Panel

You use this panel to specify the Budget entries you want to view or update.

You can leave all entry fields blank and press F2 (Execute) to view all currently defined budget entries.
Only defined accounting structure names are displayed on the panel

The panel below shows that two accounting structures have been defined by the CA PMA Chargeback Administrator: Division and Department.

  USERID                      CA PMA Chargeback               MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +-- CBDBGTB -- Budget Browse Criteria -------------+
 |      Panel  Exit  Help                           |
 | ________________________________________________ |
 |  Type browse criteria. Then Execute.             |
 |                                                  |
 |  Version  . . . . : PROD PROD                    |
 |                                                  |
 |  Period Number  . . ___ thru ___                 |
 |  ORD Type . . . . . ___                          |
 |  Charge Element . . ________________             |
 |  Qualifier  . . . . ________________             |
 |  DIVISION . . . . . ________________             |
 |  DEPARTMENT . . . . ________________             |
 |                                                  |
 |                                                  |
 |                                                  |
 |                                                  |
 |   F2=Exec                                        |
 +________________________________________________--+
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

On the next page is a description of the Budget Browse Criteria panel.

The Budget Browse Criteria panel appears when one of these events occurs:

You press F11 (Browse) on the Budgets Primary panel shown in Budgets Primary Panel.

You return from the Budget List panel shown in Budget List Panel.


________________
|    Budgets   |__________
|    Primary   |         |
|>F11          |         v
________________  ________________-
                  | Budget Browse |
                  |    Criteria   |
                  |     Panel     |
                  ________________-
________________         ▲
|    Budget    |         |
|     List     |_________|
|>F3           |
________________

The following Budget Browse Criteria panel fields are available for input:

Period Number

Two, three-character numeric fields used to enter the range for which you want to view or update budgets. Use the first entry field to enter the start (from) of the range and the second entry field for the end of the range (to). Entering data in these fields in the following manner provide you with the following results:

From	To	Result
___	___	List of all budget entries that meet the rest of the criteria specified
001	006	List of all budget entries in periods 001 thru 006 that meet the criteria specified
001	___	List of all budget entries in period 001 that meet the criteria specified
___	006	Invalid; you will get an error message

ORD Type: The three-character name of the output record identifier for which you want to define a budget category.
Charge Element: The name of the charge element (up to 16 alphanumeric characters) associated with the ORD type used to define the budget category.
Qualifier: The name of a conditional test specifically associated with the Charge Element. Examples of qualifier names are: @SYSTEM, @SHIFT, and so forth.

Note: Only defined accounting structures appear. Furthermore, these entry fields only accept the number of characters used to define the structure length on the Accounting Structure panel (Section Accounting Structure Panel). If you enter an incorrect number of characters, an informational message appears when you press F2=Exec.

Use the following entry field to indicate the accounting levels you want the budget applied to.

This example uses the following accounting structures:

Division: Enter the name of a defined subaccounting structure whose Budget you want to Browse or Update.
Department: Enter the name of a defined subaccounting structure whose Budget you want to Browse or Update.

F2 (Execute) executes the search and displays the Budget List panel (shown in Budget List Panel) that contains a list of budget entries meeting the search criteria.