FOURA™ Reference Documentation
In This Topic
    Budgets
    In This Topic
    Menu Code: BUD
    Accounting/Finance - General Ledger

    A searchable list of budgets.

    If you have permissions to edit Budgets then you will be able to change the company code, start period and budget name directly from this form, provided that the budget has not been locked.

    Actions

    Action Description
    Add Opens the Add Budget form
    Add Copy Open the Add Budget form and sets the load option to copy from the selected budget

    Zoom Links

    Column Zoom Link
    BudID Budget Entry, for the selected budget.

    Columns

    Index Visible Field Name Caption Usage / Description
    0 Yes BudID ID Budget Identification Number (Systemic)
    1 Yes CompCode Comp Company Code
    2 No CompName CompName Company Name
    3 Yes BudName Name Budget Name
    4 Yes StartPeriod Start Budget Starting Period (YYYYMM)
    5 Yes EndPeriod End Budget Ending Period (YYYYMM, calculated, equal to StartPeriod + 12 months)
    6 Yes IsLocked Lock Lock flag, when locked budget cannot be changed (Green Check = Locked)
    7 No AddWho Add Who Record Added by Who (FOURA User ID)
    8 Yes AddDate Add Date Add Date

    Security

    The following default roles can use this form:

    Role Allowed Actions
    rl_Accounting View and Edit
    rl_FinRead View
    See Also

    Reference

    Form Types