Budget Setting

One record per company. It names the budget model the Finance, Executive and Management boards compare actual figures with, and holds the default values for the budget screens.

Where

Budget › Setting › Budget Setting

Who uses it

The implementation consultant

When

At setup, and when a revised budget becomes the one to report against

Needs first

Budget Model

Every field in plain words

Controlling tab

Field	What it means	What to put
Budget Model	The model the boards' budget tiles read	From Budget Model. With none named, some board tiles use the model budgeted last and others show no budget
Budget Verification Base On Budget Structure	Recorded only	Nothing reads it today. The spending check works the same ticked or not

Default Parameters tab

One line per field to settle for this company: Process Code (the screen, such as BUGL), Object No (the field), Value (its starting value), and Mandatory, Disable and Hidden ticks. A value a user has set for himself replaces the company value.

Validation tab

Process Code and Special Validation: a special validation to apply on that screen.

How to configure it

The setting belongs to the company you are signed in to; a second one for the same company is refused.

What it is connected to

• Budget Model.
• The Finance, Executive and Management boards - their budget against actual tiles.