Budget Entry Panel

Performing Data Functions › Budgets Panels › Budget Entry Panel

Budget Entry Panel

Use this panel to create, view, or update budgets for the defined accounting structures and substructures in your organization. The Budget key is composed of:

Version
ORD Type
Period Number
Description
Accounting level

If you come to this panel via a List panel, the Mode display field indicates you are in UPD (update) mode. This means that you can type over any information you want to change, or add new data. F6 (Delete) is only valid when you are in UPD mode.

     ________________-
     |    Budgets    |
     |    Primary    |
     |>F11           |
   ________________- |
   | Budget Browse | |
   |    Criteria   |_|
   |>F2            |
 ________________- |
 |  Budget List  | |
 |or Expand List |_|
 |>Enter         |
 ________________-
         |
         v
________________-
|     Budget    |
|      Entry    |
|      Panel    |
________________-

If you come to this panel via F2 (Data Entry) from the Budget primary panel, the Mode display field indicates you are in INS (insert) mode. You can do mass entries in this mode. Simply create your first entry, press F5 (Save), wait until the informational message tells you the entry is inserted, type over any fields that need to be changed for your next entry, and press F5. Continue in this manner until you have completed all your entries. Remember, F6 (Delete) is not valid when you are in INS mode. Therefore, if you make a mistake and the entry is inserted, you must perform the following steps to delete the entry:

 ________________-
 |    Budgets    |
 |    Primary    |
 |>F2            |
 ________________-
         |
         v
 ________________-
 |     Budget    |
 |      Entry    |
 |      Panel    |
 ________________-

Exit out to the Budgets primary panel.
Press F11 (Browse) which takes you to the Budgets Browse Criteria panel.
Enter your criteria and press F2 (Execute) which presents you with the Budget List panel.
Select the entry you want to delete using the Enter key.
When the Budget Entry panel is displayed for the selected entry, you are in UPD mode. You can then press F6 (Delete) to delete the record.
An informational message appears telling you the record was deleted and Mode changes to EXIT.
Press any key to return to the Budget List panel where you can continue selecting other records to update or delete.

The following Budget Entry panel shows that we are in INS mode (we are creating an entry) for ORD: MBJ, for Period 5, for Division B, with a budget allocation of $10. Furthermore, we have provided a description of this entry: MBJ-5-B.

  USERID                     CA PMA Chargeback                MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
 +-- CBDBGTE ________________-- Budget Entry ________________--------------+
 |      Panel  Exit  Help                                                  |
 | ________________________________________________________________------- |
 |  Type information. Then select an action.                               |
 |                                                                         |
 |  Version  . . . : PROD PROD        Mode  . . . . : INS                  |
 |                                                                         |
 |  ORD Type . . . . MBJ              Period Number . 005                  |
 |  Charge Element .                  Budget Amount .         10.00        |
 |  Qualifier  . . .                  Description . . MBJ-5-B              |
 |  DIVISION . . . . B ______________                                      |
 |  DEPARTMENT . . .  _______________                                      |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |                                                                         |
 |   F5=Save   F6=Delete                                                   |
 +________________________________________________________________---------+
 
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

Access

The Budget Entry panel appears when one of these events occurs:

When F2 (Data Entry) is pressed on the Budgets Primary panel shown in Budgets Primary Panel.

You make a selection on the Budget List (section Budget List Panel) or Expanded List panel (section Expanded Budget List Panel).

                       ________________-
                       | Expanded      |
                       |   Budget List |
________________     ________________- |
|    Budgets   |     |     Budget    | |
|    Primary   |     |      List     |--
|>F2           |     |>Enter         |
________________     ________________-
        |                    |
        ________________------
                  |
                  v
          ________________-
          |     Budget    |
          |      Entry    |
          |      Panel    |
          ________________-

The following Budget Entry panel fields are available for input:

ORD Type: A three-character name of the output record identifier for which you want to define a budget category.
Period Number: A three-character numeric field defining the period number to which a budget amount is applied.
Charge Element: The name of the charge element (up to 16 alphanumeric characters) you want associated with the ORD type to further define the budget category.
Budget Amount: Enter the amount you are allocating as the budget for the line item that is defined by ORD type, Charge Element and Qualifier for the accounting structures you name below.
Qualifier: The name of a conditional test specifically associated with the Charge Element, or a global test you want applied. Examples of qualifier names are: @SYSTEM, @SHIFT, and so forth.
Description: A 20-character alphanumeric field used to provide a meaningful description of the budget item. This field appears on the List and Expanded List panels to make item selection easier.

Note: Only defined accounting structures are displayed. 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 execute the save (F5=Save).

This example uses the following accounting structures:

Division: Enter the name of a defined accounting level whose budget you want to Browse or Update.
Department: Enter the name of a defined accounting level whose budgets you want to Browse or Update.

Depending upon mode, F5=Save lets you add (INS) or update (UPD) records to the table. F6=Delete (update mode only) lets you delete a record from the table.