Budget-area
In the Budget area, you can enter the budget valid for the organizational unit. By entering the validity periods, the budget becomes active.
Hint The total budget set in the organizational settings applies to your entire organization and can be distributed to the organizational units and then to the organizational objects. |
Budget: in the Budget field you can enter the budget valid for your organizational unit. You can use the selection fields to choose the budget currency valid for your organizational unit and its validity period. If an overall budget has been specified for the organization, you will see the budget still to be distributed for all organizational units next to the input fields. In addition, you see information on how much of the budget allocated has already been used in the validity period.
Valid: in the input fields you can enter the exact validity date from (DD.MM.YYYY) to (DD.MM.YYY). In order to use the budget logic, you must fill in both date fields.
Material group budget: under Material group budget you can see a list of all material groups for which a budget has been specified. The following columns are visible:
Material group: Number and description of the material group for which a budget has been defined.
Budget: the budget assigned to the corresponding material group.
Consumed: in the column Consumed you can see the budget already consumed for this material group.
Material group: you can use the selection field to select the material group for which you want to specify a budget.
Budget: in the Budget field, enter the amount that should apply to this material group. The Add button is used to assign the material group budget.