Field reference
Budget
How to use Budget in Budgets & Cost Control: access, working steps, fields, related records and troubleshooting.
Purpose and access
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.
This page is a record page in Finance & Accounting → Budgets & Cost Control. Use the link above to open the configured destination; permissions are checked by the destination service.
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.
Before you start
Prepare the required information: Series, Budget Against, Company, Account, From Fiscal Year, To Fiscal Year, Distribution Frequency, Budget Amount.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Budget from Finance & Accounting → Budgets & Cost Control, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Budget Againstbudget_against | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Accountaccount | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Budget |
From Fiscal Yearfrom_fiscal_year | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Fiscal Year |
To Fiscal Yearto_fiscal_year | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Fiscal Year |
Distribution Frequencydistribution_frequency | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Budget Amountbudget_amount | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Distribute Equallydistribute_equally | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Budget Distributionbudget_distribution | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Budget Distribution |
Budget Distribution Totalbudget_distribution_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Applicable on Material Requestapplicable_on_material_request | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Action if Annual Budget Exceeded on MRaction_if_annual_budget_exceeded_on_mr | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Action if Accumulated Monthly Budget Exceeded on MRaction_if_accumulated_monthly_budget_exceeded_on_mr | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Applicable on Purchase Orderapplicable_on_purchase_order | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Action if Annual Budget Exceeded on POaction_if_annual_budget_exceeded_on_po | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Action if Accumulated Monthly Budget Exceeded on POaction_if_accumulated_monthly_budget_exceeded_on_po | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Applicable on booking actual expensesapplicable_on_booking_actual_expenses | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Action if Annual Budget Exceeded on Actualaction_if_annual_budget_exceeded | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Action if Accumulated Monthly Budget Exceeded on Actualaction_if_accumulated_monthly_budget_exceeded | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Applicable on Cumulative Expenseapplicable_on_cumulative_expense | Check Optional | (Purchase Order + Material Request + Actual Expense) |
Action if Anual Budget Exceeded on Cumulative Expenseaction_if_annual_exceeded_on_cumulative_expense | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Action if Accumulative Monthly Budget Exceeded on Cumulative Expenseaction_if_accumulated_monthly_exceeded_on_cumulative_expense | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Revision Ofrevision_of | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Child tables
Budget Distribution — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Start Datestart_date | Date Required · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Required · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Amountamount | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Percentpercent | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.