Wiki source code of 4.9.3 Budgeting
Last modified by Admin User on 2023/06/30 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 1 | === Budgeting === | ||
| 2 | |||
| 3 | The **Budgeting **options control budget policy when the budgetary control module is implemented in PECOS P2P. | ||
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| 5 | [[image:PECOS Admin.WebHome@fig 4.30.png]] | ||
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| 7 | ==== Requisition Budgetary Policy ==== | ||
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| 9 | This policy determines whether or not users within their assigned organisational level are permitted to apply multiple budgets to a single requisition. | ||
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| 11 | * ‘Single Budgets Only’ – this selection will ensure that all users will only be able to assign a single budget to each requisition. This is the default for level 2 organisations. | ||
| 12 | * ‘Multiple Budgets’ – this selection will allow all users to assign multiple budgets to each requisition. | ||
| 13 | * For all organisations subordinate to the company level 2, an additional ‘Default from parent organisation’ option is presented (this is the default setting). | ||
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| 15 | ==== Non Budgetary Lines Policy ==== | ||
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| 17 | This policy determines whether or not all lines on a requisition must be assigned to a budget line. | ||
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| 19 | * ‘Partially Assigned’ – this selection will allow all users to have requisition lines that are not assigned to a budget. | ||
| 20 | * ‘Fully Assigned’ – this selection will ensure all users are required to assign all lines of a requisition to a budget. This is the default for level 2 organisations. | ||
| 21 | * For all organisations subordinate to the company level 2, an additional ‘Default from parent organisation’ option is presented (this is the default setting). | ||
| 22 | |||
| 23 | Full information on the setup and configuration of budgets can be found in the PECOS P2P Budget Checking Manual. |