<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tf/onlinemanual/000583" xml:lang="en">
   <Header>
      <Title>To set up budget control data</Title>
      <Keyword type="header" order="d1e1645653">
         <Level1>budget</Level1>
         <Level2>budget control</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <ProcedureList>
         <ListIntro>To set up the budget control data, use the following
		  sessions:</ListIntro>
         <ListItemHead>
            <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef>
         </ListItemHead>
         <ListItem>Select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.bgci" role="manual">Budget Control</GUIRef> check box to enable the budget control
		  functionality.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define a new budget control policy. See: <Link href="/baanerp/tf/onlinemanual/000584" role="manual">To set up budget policy data</Link>.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1100m000" role="session">Budgets (tfbgc1100m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define the budget code, specify the budget amount display
		  method and the period type for the budget year. <List>
               <ListItem>Select the budget code in the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.bdgt" role="manual">Budget</GUIRef> field</ListItem>
               <ListItem>Define the pattern in which the budget amounts are
				displayed, select either <GUIRef href="/baanerp/tf/domains/bgc.mtbb#annually" role="option">Annually</GUIRef> or <GUIRef href="/baanerp/tf/domains/bgc.mtbb#periodically" role="option">Periodically</GUIRef> option in the <GUIRef href="" role="optionlist">Maintain and Track Budget Balances</GUIRef> field.</ListItem>
               <ListItem>Define the period type. Select either <GUIRef href="/baanerp/tf/domains/bgc.bgpt#fiscal" role="option">Fiscal</GUIRef> or <GUIRef href="/baanerp/tf/domains/bgc.bgpt#reporting" role="option">Reporting</GUIRef> option in the <GUIRef href="" role="optionlist">Budget Period Type</GUIRef> field.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000" role="session">Budgets per Year (tfbgc1110m000)</GUIRef>
         </ListItemHead>
         <ListItem> 
            <List>
               <ListItem>Select the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.bdgt" role="manual">Budget</GUIRef> to be linked, from the <GUIRef href="/baanerp/tf/bgc/tfbgc1100m000" role="session">Budgets (tfbgc1100m000)</GUIRef> session. Define the currency used for budget balance
				amounts and transactions.</ListItem>
               <ListItem>Submit the budget for approval, click <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#submit.for.approval" role="manual">Submit for Approval</GUIRef>, the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.bgst" role="manual">Status</GUIRef> of the budget is set to <GUIRef href="/baanerp/tf/domains/bgc.bgst#pend.approval" role="option">Pending Approval</GUIRef>. If you have appropriate authorizations, you can approve the
				budget.</ListItem>
               <ListItem>To approve the budget, click <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#approve" role="manual">Approve</GUIRef>, the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.bgst" role="manual">Status</GUIRef> of the budget changes to <GUIRef href="/baanerp/tf/domains/bgc.bgst#approved" role="option">Approved</GUIRef>.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1120m000" role="session">Budget Accounts (tfbgc1120m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define the necessary <Link href="/baanerp/tf/glossary/glossary#000534" role="glossary">budget account</Link> and dimensions. The budget accounts can be used for any budget
		  year.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1130m000" role="session">Budget Structure (tfbgc1130m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define the budget structure and link the required budget
		  accounts. <GUIRef href="" role="manual">Note</GUIRef>: To define a
		  budget structure, the budget must have the status <GUIRef href="/baanerp/tf/domains/bgc.bgst#modify" role="option">Modify</GUIRef>.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1630m000" role="session">Budget Structure - Ranges (tfbgc1630m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define the ranges of budget accounts for the budget structure,
		  if required.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1170m000" role="session">Budget Authorizations (tfbgc1170m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define the budget authorizations for a budget at the following
		  levels: <List>
               <ListItem>
                  <GUIRef href="/baanerp/tf/domains/bgc.autl#account" role="option">Budget Account</GUIRef>
               </ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tf/domains/bgc.autl#level" role="option">Budget Level</GUIRef>
               </ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tf/domains/bgc.autl#structure" role="option">Budget Structure</GUIRef>
               </ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1180m000" role="session">User Profiles (tfbgc1180m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define the user profile. The user can control the budget
		  activities, if you select the <GUIRef href="/baanerp/tf/bgc/tfbgc1680m000#tfbgc180.cntr" role="manual">Budget Controller</GUIRef> check box in the <GUIRef href="/baanerp/tf/bgc/tfbgc1680m000" role="session">User Profile (tfbgc1680m000)</GUIRef> session. Set the level of notifications to be
		  received, when an exception occurs. The exception notification can be received
		  for the following levels: <List>
               <ListItem>
                  <GUIRef href="/baanerp/tf/domains/bgc.autl#account" role="option">Budget Account</GUIRef>
               </ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tf/domains/bgc.autl#level" role="option">Budget Level</GUIRef>
               </ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/tf/domains/bgc.autl#structure" role="option">Budget Structure</GUIRef>
               </ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000" role="session">Budgets per Year (tfbgc1110m000)</GUIRef>
         </ListItemHead>
         <ListItem>Click <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc5100m000" role="manual">Import Budgets</GUIRef> to import budget accounts and amounts
		  from an external file. The <GUIRef href="/baanerp/tf/bgc/tfbgc5100m000" role="session">Import Budgets (tfbgc5100m000)</GUIRef> session opens. To import budget details, See: <Link href="/baanerp/tf/onlinemanual/000601" role="manual">Import Budget Transactions</Link>.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000" role="session">Budgets per Year (tfbgc1110m000)</GUIRef>
         </ListItemHead>
         <ListItem>Click <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc1640m000" role="manual">Create Budget Structure</GUIRef> to add new budget accounts to
		  the budget tree.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1650m000" role="session">Budget Amounts (tfbgc1650m000)</GUIRef>
         </ListItemHead>
         <ListItem>Review the budget amounts. To release the budget amounts, See: <Link href="/baanerp/tf/onlinemanual/000585" role="manual">To maintain budget amount details</Link>.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/gld/tfgld4575m000" role="session">GL Codes (tfgld4575m000)</GUIRef>
         </ListItemHead>
         <ListItem>Specify the <Link href="/baanerp/tf/glossary/glossary#000446" role="glossary">GL code</Link> in the <GUIRef href="/baanerp/tf/gld/tfgld4575m000#tfgld475.glcd" role="manual">GL Code</GUIRef> field. Select <GUIRef href="/baanerp/tf/gld/tfgld4575m000#tfgld475.leac" role="manual">Ledger Account</GUIRef> and <GUIRef href="/baanerp/tf/gld/tfgld4575m000#tfgld475.budg" role="manual">Used for Budgets</GUIRef> check box. Select <GUIRef href="/baanerp/tf/gld/tfgld4575m000#tfgld475.actv" role="manual">Active</GUIRef> check box to activate the GL code.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/gld/tfgld0511m000" role="session">Transaction Types (tfgld0511m000)</GUIRef>
         </ListItemHead>
         <ListItem>Define transaction types for the following transactions : <List>
               <ListItem>Cost Invoices</ListItem>
               <ListItem>Purchase Corrections</ListItem>
               <ListItem>Invoices related to purchase orders</ListItem>
               <ListItem>Credit notes related to purchase orders</ListItem>
               <ListItem>Journal vouchers</ListItem>
               <ListItem>Recurring Journal Vouchers</ListItem>
               <ListItem>Cash</ListItem>
            </List>
         </ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000" role="session">Budgets per Year (tfbgc1110m000)</GUIRef>
         </ListItemHead>
         <ListItem>Select the <GUIRef href="/baanerp/tf/bgc/tfbgc1110m000#tfbgc110.actv" role="manual">Active</GUIRef> check box to activate the budget.</ListItem>
         <ListItemHead>
            <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef>
         </ListItemHead>
         <ListItem>Select the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.bgca" role="manual">Budget Control Active</GUIRef> check box to activate the
		  budget control policy.</ListItem>
      </ProcedureList>
   </GeneralSection>
</ManualTopic>