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InfoAs part of the initial analysis necessary to configure budget control an effort to determine, define, and configure the types of accounting and procurement transactions that need to be controlled or tracked on budgets is required . CGI Advantage includes over 30 pre-defined budget tracking amount fields for budget tracking purposes. Examples of delivered budget tracking amount fields include Adopted, Current Budget, Pre-Encumbered, and Cash Expenses.
Budget tracking amount fields often called "buckets" are used to track different kinds of activities such as budget modifications, accumulation of accounting transactions, and calculated amounts of transactions posted against a budget amount. Each pre-defined budget amount field is defined on the Budget Tracking Amount (BUDTAM) configuration page. Not all budget amounts are displayed online and many should not have the online options changed because the online options do not apply to all amounts. A filter on the page selects only amounts that are stand alone and updated by only final transactions. Also displayed are calculated amounts that have a formula that can be defined. Other amounts that are automatically calculated by the application without formula variants are not displayed. Not all fields are editable as those that should not be changed are protected.
Field ID – A required identification number that defines the budget amount with an ID that is then used in other budget configurations.
Field Name – A required text description that identifies the amount online and in reports.
Field Type – A required classification of budget amount – Budget, Expense, or Revenue – that is used by system processing when making budget updates and control evaluations.
Formula ID – An identification assigned to a calculated budget amount formula on the Budget Formula Administration configuration page, which is associated with the calculated budget amount on the Budget Tracking Amounts configuration page in order to define how the system should calculate the amount.
Include Pending Increases – A flag to select when pending increases to a stand alone budget amount are to be considered as actual budget line updates. If checked, the system will reflect that pending increase amount plus the accepted amount when viewing a Budget Level Inquiry page. Also, the system will evaluate future constraint checks with that budget amount with both the accepted and the pending increase included.
Include Pending Decreases – A flag to select when pending decreases to a stand alone budget amount are to be considered as actual budget line updates. If checked, the system will reflect that pending decrease amount plus the accepted amount when viewing a Budget Level Inquiry page. Also, the system will evaluate future constraint checks with that budget amount with both the accepted and the pending decrease included.
Needs Initialization – An indication that something fundamental with how the application determines what the amount represents has changed and needs to be addressed by a system administrator.
Examples
of Delivered Budget Amounts