Budget

by Eshwar

Introduction

ERP One helps to set up a budget over various cost centers. Budget can be created through [Budget Master] menu under Financials.

Budget Grid

  1. Click [Add] button to add budget for a given year-month (for e.g. April 2017 to be represented as 2017-04).
  2. If you wish to delete a budget record, Click the [Delete] link from grid.

Create Budget

  1. To add a single line of budget for a given year-month, select Budget Year-Month for which you wish to add the budget amount.
  2. Select Account Code and Cost Center, as applicable.
  3. Click [Submit].

Import budget through Excel 1. To get an XL model of the budget, click the link [Download Import Model of Budget]

2. To create budget for an entire year and month, select Year-Month, for which you want to import budget records through Excel file.

3. Choose csv format while saving the Excel file.

4. Click [Upload] button to upload budget records in System.

5. If there is any error in the Excel file, System shows the error code in downloaded file. In such an event, no records would be imported.

Budget Report

  1. To get the report of budget, select [Budget/ Cost Center] from the menu Finance->Reports.
  2. You may specify the range of Year-Month for the report to get the report in Excel.
  3. Use Pivot Table feature of Excel, if you need the budget in cross tabulated format.