Use this form to manage the calculation specifications for budgets in financial planning. Specify for orders and order items which G/L accounts are included in budget planning in which financial year and as what percentage of the annual value. These specifications are used for automated budget calculation and enable you to carry out structured financial planning at order level.
Identification
Basic information to identify the budget target, including fiscal year, G/L account and planned budget distribution.
| Property | Description |
| Description | Free text field for additional explanations on the budget specification, e.g. to justify the budget allocation or special features. |
| Internal ID (Data ID) | Unique technical ID that is used to identify this budget specification within the system. |
| Year | Fiscal year for which you are planning the budget in this G/L account for the order. |
| G/L account | G/L account on which the budget specification becomes effective and for which planning is carried out. |
| Share of annual value [%] | Percentage share with which this planning value is involved in the total annual value of the G/L account. You can use this to control the budget distribution. |
Order
Assignment of the budget specification to an order and an order item to which the planning is to apply.
| Property | Description |
| Order | Order to which this budget target is assigned and for which financial planning is carried out. |
| Order item | Order item for which you have stored this budget specification. The assignment enables detailed planning at item level. |
