In this form you fill in the budget attributes and, with the sub-tabs, you can:

• display the status of the accounts: summary and dashboard,
• create allowances,
• see the list of child budgets,

For rules on how to use the fields, see Detail form.

 

Budget attributes

• Budget: Identifier of the budget. Choose a meaningful term because the name will not always be displayed.
• Name: Name of the budget.
• Type of budget: For classifying budgets. The list of budget types is a configurable setting.
• Start and end dates: Budget opening and closing dates. The budget may not be designated as an assigned budget prior to the start date or after the end date, if any.
• Manager: To be selected from among the active agents of CARL Source.
• Organization: To restrict the budget, if necessary, to the users of a given organization.
• Status: Budget status; see Budget.
• Parent budget: The budget to which the current budget belongs; see Budget.
• Control level: Control to be applied when validating expenses for this budget; see Accounts: Controls. The control level of the budget is initialized with the default control level defined as an application setting.
• Company: Community company affiliated with this budget
• SIREN: Community company identification number
• Management:Management concerned by the budget
• Authorized assignment: Define the Budget as an Assignment budget for purchasing (informative). When checked, this setting displays a sub-tab containing financial information

For details on the sub-tabs, see:

• Budget [General] [Summary]
• Budget [General] [Dashboard]
• Budget [General] [Allowances]
• Budget [General] [Child budgets]
• Budget [General] [Financial information]