Module guide
Budgets & Cost Control
Define the budget, accounting period, cost center or project and monitored accounts. Review actual postings against the selected dimensions. Investigate timing, allocation and company filters before treating a variance as a spend issue.
How this module fits your work
Define the budget, accounting period, cost center or project and monitored accounts. Review actual postings against the selected dimensions. Investigate timing, allocation and company filters before treating a variance as a spend issue.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Budgets & allocation
- BudgetRecord page · Budgets & allocation
- Cost CenterRecord page · Budgets & allocation
- Cost Center AllocationRecord page · Budgets & allocation
- Monthly DistributionRecord page · Budgets & allocation
Reports
- Budget Variance ReportReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.