Budget
The BUDGET report prints information for budgets defined at the company level or at the site level. It replaces the BUDSOC and BUDSIT reports, which were used for budgets at the company level and site level respectively.
The BUDGET report can display up to nine dimensions on two lines.If the budget code is defined at the company level, the Site range printing parameter is not editable.
Prerequisites
Access to the report
This report can be accessed from the report menu of the group Analytical accounting.
It is also called by default from the following functions :
Financials > Budgets > Budget entry
List of criteria
Parameter | Parameter title | Type |
|---|---|---|
codbud | Budget code | |
version | Version | |
societe | Company | |
sitedeb | Site range | |
referentiel | Ledger (Local menu Legal, Analytical, IAS, Gen. ledger 4...) | |
datdeb | Period date range | D |
ordre | Presentation order (Local menu Dimensions/accounts, Accounts/dimensions) | |
natdeb | Account range | |
secdeb | Dimension range | |
impselections | Print selections (Local menu No, Yes) |
Description of the report
The BUDGET report header displays the following information:
- Company code and description
- Budget currency
- Budget code and description
- Requested date period
The report includes information for analytical accounts and dimensions. You can set the Presentation order to Dimensions/accounts or Accounts/dimensions.
The lines display:
- Expenses: charge amounts
- Products: revenue amounts
- Quantities: if the account is quantity-managed
- Unit: defines units for quantities if the account is quantity-managed
The report calculates the following totals based on the Presentation order selection:
When set to Dimensions/accounts:
- Charge and revenue by dimension
- General total of charges and revenues
When set to Accounts/dimensions:
- Charge and revenue by account
- Quantity by account
- General total of charges and revenues