Budget guideline
The Human Resources manager uses this function to enter an authorized amount that will be used as a reference when creating the training plan.
The Human Resources manager is not required to enter the authorized budget and can directly work using plan simulations.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
The table presents a list of funding types limited to thirty elements.
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Fields
The following fields are present on this tab :
Reference budget
| Trainin plan code. |
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| Start date and end date of the reference budget for a given training plan. When you enter the start date, the end date is displayed automatically with an increment of one year. Dates do not necessarily need to cover one year. You can modify the end date. For the same plan code, start and end dates must be the same as the dates of the training plan in the Training plan function (GESPLF). |
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| The reference budget can impact all the companies of the folder, or a legal company or a site. If the company is entered, the site cannot be entered, and if the site is entered, the company cannot be entered. |
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Grid Funding
| The funding type is not mandatory. This means that the human resources manager enters the total amount, all funding types considered. |
| The Amount and Description fields are mandatory. |
| The currency cannot be entered: this field is populated with the currency of the folder. |
| The Amount and Description fields are mandatory. |
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Reports
By default, the following reports are associated with this function :
FICBUR : Reference budget file
LISTBUR : Reference budget list
This can be changed using a different setup.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
There must be at least one line
This message is displayed if the amount was not entered for the budget: you cannot save a budget without an amount.
[113,717] [114,717]
This message is displayed if an amount without a funding type (global amount) is entered, and if there is at least one amount entered by funding type. The global amount must be greater than or equal to the sum of the amounts by funding type.
[115,717] [116,717]
This message is displayed because, for a budget of 'Folder' level (company and site not entered) or 'Company' level, the sum of the amounts of all companies for the budget year should be less than or equal to the amount of the folder, if this amount is specified.
To determine the amounts to be compared: if the global amount is entered, it is retrieved, otherwise the sum of the amounts by funding type is retrieved.
[117,717] [118,717]
This message is displayed because, for a budget of 'Company' level, for the year of the budget, the sum of the amounts of all sites associated with the current company should be less than or equal to the amount of the current company, if this amount is specified.
To determine the amounts to be compared: if the global amount is entered, it is retrieved, otherwise the sum of the amounts by funding type is retrieved.
[117,717] [118,717]
This message is displayed because, for a budget of 'Site' level, for the year of the budget, the sum of the amounts of all sites associated with the current company should be less than or equal to the amount of the company of the current site, if this site is specified.
To determine the amounts to be compared: if the global amount is entered, it is retrieved, otherwise the sum of the amounts by funding type is retrieved.