Field help (BUD)

A budget envelope is linked to a budget code. This budget code defines the tracking level (Site or Company). Depending on this rule, the envelope is attached either to a company or to a site. All lower levels (fiscal year, line) inherit the company code or site code associated with the envelope.

The budget chart of accounts must be the same as the chart of accounts of the main analytical ledger of the company. Otherwise, the envelope creation is prohibited.

The dimension types determined in this budget code and in the analytical ledger to which the company is linked must be identical.

This budget code must be reserved for the Operational budgets. This allocation is made possible by checking the indicator "Operating budget" of the budget code. In this case, the entry of the analytical budgets by the standard functions is prohibited under this budget code. The management of the operating budgets is triggered and the envelopes, budgets by fiscal year and budget lines are attached to this budget code.