Analytic Budget Record

Budget information is saved on general or division basis by using "New" option located in Analytic Budget Records list.
Budget type is specified in type field located in budget records list. Budget info is entered on division basis by selecting record type as budget.
If record type is General Budget, it is used to combine budgets belonging to different divisions.
Information saved in budget definition window is:
Budget General Info
Budget Code: It is the record code of budget card. Code field is mandatory.
Budget Description: It is the name of budget or explanatory information.
Status: It shows approval status of budget. Budget status changes are made by using Status Info option located in right mouse button menu of analytic budget records list.
Division: It indicates the relevant division of budget. Recorded divisions are listed and the relevant division is selected.
Department: It indicates the relevant department of budget. Recorded departments are listed and the relevant department is selected.
Auxiliary Code: It is auxiliary code of budget definition. Auxiliary codes enable to group budget definitions in accordance with criteria determined by user's company.
Authorization Code: It is authorization code of budget record. It is used to provide data security. Users having authorization code specified inhere can perform transactions on record.
Document Number: It is the document number of budget definition.
Budget Period Code: It shows the period of budget. Recorded budget periods are listed and the relevant period is selected.
Budget Period Name: It is the period name of budget. Period name is displayed when data is entered in Code field. Recorded budget periods are listed from this field as well, and the relevant period can be selected.
Parent Budget Code: It is the code of other budget to which the relevant budget is transferred. You can not enter information directly in this field.
Revision Date: If budget info is changed, date of budget revision slip in which updated info is saved is transferred in this field. You can not enter information directly.
Revision Hour: If budget info is changed, hour of budget revision slip in which updated info is saved is transferred in this field. You can not enter information directly.
Revision Slip No.: If budget info is changed, number of budget revision slip in which updated info is saved is transferred in this field. You can not enter information directly. Navigation between revision slips is done with direction keys.
Budget Lines – Budget Items
In budget lines, budget items info and related budgets info is displayed. Budget items info is saved in these lines. Distributed amounts are located at the bottom of definition card.
Account Code: It is the budget item account code. Recorded account cards are listed, and account of budget item type is selected.
Account Description: When account code is entered, description is transferred to this field. You can make a selection by listing account cards in this field.
Appropriation Account Code: It is the budget appropriation account code of the account selected in account code field. Account specified in account card is transferred in this field. You can not enter appropriation account directly.
Appropriation Account Description: It is the budget appropriation account description of the account selected in account code field. Account description specified in account card is transferred in this field. You can not enter appropriation account directly.
Appropriation Reflection Account Code: It is the budget appropriation reflection account code of the account selected as budget account. Account specified in account card is transferred in this field. You can not enter data directly.
Appropriation Reflection Account Description: It is the budget appropriation reflection account description of the account selected as budget account. Account description specified in account card is transferred in this field. You can not enter data directly.
Analytic code fields used in budget classification: 4 institutional codes, 4 functional codes, 1 financial code and 4 economical codes specified in the budget account card selected in the line are transferred to the relevant lines in slip.
Debt: It is the amount of debt. You can enter data directly. Amount entered in this field is divided into period number and periodical amounts are calculated. Changes made concerning periodical amounts update this field.
Credit: You can enter data directly. Amount entered in this field is divided into period number, and periodical amounts are calculated. Changes made concerning periodical amounts update this field.
Actual Debt: It is the actual debt amount. Debt amounts entered in journal slips of budget accounts are transferred to this column. It can not be updated by the user.
Reserved Debt: It is the reserved debt amount of account.
Actual Credit: It is the actual credit debt amount. Credit amounts entered in journal slips of budget accounts are transferred to this column. It can not be updated by the user
Reserved Credit: It is the reserved credit amount of account.
Period Info
You can track period info regarding budget records and enter debt or credit amount of the period in this section. Periodic debt or credit amounts are saved in fields located in this section. Recorded actual amounts are tracked with journal slips. Period Start and End Dates are generated automatically in the direction of information entered in budget period that is selected in budget period code field. Users can not add new lines.
Start Date: Start dates of sub-periods related to the budget period that is selected in budget period code field are displayed in this field. It can not be changed.
End Date: End dates of sub-periods related to the budget period that is selected in budget period code field are displayed in this field. It can not be changed.
Periodic Debt: Periodic debt amount is entered in this field. Amount calculated by dividing budget item debt amount into period number is displayed in this field as default. It can be changed by the user when required.
Periodic Credit: Periodic credit amount is entered in this field. Amount calculated by dividing budget item credit amount into period number is displayed in this field as default. It can be changed by the user when required.
Actual Periodic Debt: Debt amounts used in journal slips of budget accounts are displayed in this column. It can not be changed.
Reserved Periodic Debt: It is the reserved periodic debt amount. It can not be changed.
Actual Periodic Credit: Credit amounts used in journal slips of budget accounts are displayed in this column. It can not be changed.
Reserved Periodic Credit: It is the reserved periodic credit amount. It can not be changed.
Totals
Periodic debt and credit totals are tracked in Totals section of budget records.
Periodic Debt Totals: Periodic debt total in regard to all items entered in budget is displayed in this field.
Periodic Credit Totals: Periodic credit total in regard to all items entered in budget is displayed in this field.
Budget Transfers
It is possible to transfer another budget to analytic budget or analytic general budget. Transfer Budget option located in right mouse button menu of budget definition card is used. Recorded budget definitions are listed, and the relevant budget definition is selected and transferred.
In order to transfer a budget to another budget, status info must be "Approved (Final)".