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Exact Synergy Enterprise   
 

Creating Cost Center Budgets

Introduction

Introduction

You can create the budget of all the cost centers in your company.

Menu path

Go to Financial/Entry/Budgets/Resources. Click Show to display the list of cost centers for the selected division. Click any cost center.

Roles & rights

To create the budget of your cost centers, function right 309 – Allows to enter budget regarding number of resources is required. Users with the General managerControllerHR, and HR Assistant roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.

Button

Save

Click this to save the budget.

Refresh

Click this to update the results according to the defined criteria.

Close

Click this to exit.

Description

Criteria section

Division

Select a division to create the budget for the cost center of the selected division. For more information, see Creating and Modifying Division.

Actuals / Scenario

Select the year that you want the actual amount displayed. For example, you can view the actual amount of the year 2006 to help you create the budget for the year 2007.

At Scenario, select the type of budget scenario. For more information, see Creating Budget Scenario.

Cost center

Select a cost center to create the budget for the cost center. For more information, see Creating and Modifying Cost Center.

Year / Period

Select the year that you want the budget created. For more information, see Creating Financial Year.

At Period, type the month or range of months that you want the budget created. This is represented by the numbers 1-12 for the 12 months of the year.

In the results section, the Period, Actuals, Budget, and Difference columns are displayed. The Period column displays the number of periods typed at Period. The Actuals column displays the actual amount for each period in the selected year. In the Budget column, type the budget amount for each period. The Difference column displays the difference between the actual and budget amount for each period.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.695.502
 Assortment:  Date: 21-09-2010
 Release:  Attachment:
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