Budget Templates Fields

Here is a description of the fields (in alphabetical order) that make up a Budget Template.

Key: * – Mandatory field

Budget Templates

Budget Templates Fields
Field   Description
Allowed CB_FF2    
Allowed CB_FF3    
Allowed CB_FF4    
Approach  

Indicates the type of approach for the budget template.

  • "Top-Down" - Suitable for budget allocation in some cases.
  • "Bottom-Up" - Use for planning.
Calculation Rules (1st step)  

Indicates special rules for generating new budget lines using basic lines and pre-configured formulas.

Note: For rules to appear in the drop-down list, ensure that you first create calculation rules. For more information, see Calculation Rules.
Calculation Rules (2nd step)  

Indicates special rules for generating new budget lines using basic lines and pre-configured formulas.

Note: For rules to appear in the drop-down list, ensure that you first create calculation rules. For more information, see Calculation Rules.
Calculation Rules (3rd step)  

Indicates special rules for generating new budget lines using basic lines and pre-configured formulas.

Note: For rules to appear in the drop-down list, ensure that you first create calculation rules. For more information, see Calculation Rules.
Description   Description of the budget template.
Revenue Title   Indicates the unique name used in the terminology of a particular customer. For example, "Revenue,” "Margin,” or "Profit," and so on.
Sheet Group by   By default, when the App Summary is loaded for the first time, the list of lines is grouped by one of their parameters from the drop-down list.
Title * Unique name for the budget template to distinguish one template from another. For example, "Salary Template" or "Revenue General.”
Title Rule   Title of the rule by which the Budget Line title is generated automatically.
Type  

Indicates the type that the budget template supports. The default type is Totals. The support types are:

  • Totals
  • Rate
  • Quantity
  • Employe and Rate
Note: The totals are suitable if the company plans only the amount of money, without goods and sales.
Line Component Name   Indicates the name of the helper child component that appears on the Budget Line. Helper components are out of the box but can be written locally for individual tasks.
Yearly Budget Mode  

Indicates the yearly budget planning mode.

Note: The yearly budget mode can be done for a year without specifying a month or quarter amount.

Income Fields

Income Fields
Field   Description
Allowed Income Account(Set)  

Indicates the list of allowed income accounts.

Note:

If you do not select the income account set, then no Income section appears when you create a budget and that limits you to create an income budget line.
Active   A checkbox that indicates if the budget does not contain an income part. By default, it is enabled. If you need, disable it.
Min   By default, the field is disabled.
Max   By default, the field is disabled.

Expenses Fields

Expense Fields
Field   Description
Allowed Expense Account (Set)  

Indicates the list of allowed expense accounts.

Note:

If you do not select the expense account set, then no Expense section appears when you create a budget and that limits you from creating an expense budget line.
Active   A checkbox that indicates if the budget does not contain an expense part. By default, it is enabled. If you need, disable it.
Min   By default, the field is disabled.
Max   By default, the field is disabled.

Buttons

Budget Templates Buttons
Button Description
Clone Creates a copy of the budget template.
Save Saves the budget template record.