DEFINE BUDGETS#

The Define Budget (IFBU) screen also allows you to delete a budget, which may then be rerun through UFBDGT, if applicable.

The definition data for the Define Budget screen is stored in the P2K_FC_BUDGETS, P2K_FC_BUDGET_AREAS, P2K_FC_SCENARIOS, P2K_FC_BUDGET_PLANS and P2K_FC_BUDGET_PLAN_DETAILS tables.

Budget

This field shows the name of the budget assigned in UFBDGT; this code will automatically appear. By editing this field, you will create a new budget record.

Description

This field displays a description of the budget assigned in UFBDGT. This field will automatically fill; however, you may edit it.

Budget Status

This field shows the current status of the budget. This field will automatically fill; however, you may edit it.

Budget Level

This field shows the level of the budget as chosen in UFBDGT. This field will automatically fill; however, it may be edited.

Interval

This is the time length of the budget. This field will automatically fill; however, it may be edited.

Entity

This field shows the entity to which the budget belongs.

Calendar

This is the calendar in which the start and end date are assigned from.

Start Date

This field shows the start date of the budget period.

End Date

This field shows the end date of the budget period.

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Budget Area tab#

Budget areas are the ‘levels’ chosen during the creation of the budget. The definition data for budget area is maintained on the P2K_FC_BUDGET_AREAS table.

Budget Area

This field displays the name of the budget area from the ‘level’ chosen.

Budget Area Status

This field indicates the current status of the budget area.

Description

This field allows you to provide a description of the budget area.

Scenario

This field holds the name of the scenario(s) within the budget area. UFBDGT will always automatically create the scenario titled BASE.

Status

This field shows the current status of the scenario.

Stage

This field shows the current stage of the scenario.

Description

This field provides a short description of the scenario.

Rank

Rank is a mandatory 5-character numeric field you must manually enter.

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Budget Plans tab#

Budget plans are the amalgamation of individual scenarios within multiple budget areas. They allow you to choose combine different scenarios from different come up with an overall budget.

Definition data for the Budget Plans tab can be found in the P2K_FC_BUDGET_PLANS and P2K_FC_BUDGET_PLAN_DETAILS tables.

Budget Plan

This field displays the user-defined name of the budget plan.

Description

This field holds a short description of the budget plan.

Budget Plan Status

This field displays the current status of the budget plan.

Scenario in Area

The field allows you to add scenarios to the budget plan.

Rank

This field will automatically fill in once the scenario area has been selected. You may NOT edit this field.

Status

This field displays the current status of the scenario. This field will automatically fill in once the Scenario Area has been selected. You may NOT edit this field.

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Notes #

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