From the Initial budget button in the upper part of the screen, you can perform several actions.
The DMF 061701 AFFAIRE / COMPTE EXPLOITATION / INITIALISER BUD must be enabled.
It enables the automatic feeding of the budget according to the existing accounting vouchers in the project when it is started. This entry is grayed out if the initial budget has been validated.
The vouchers taken into account are:
The user can modify the values proposed and save or cancel.
the DMF 061701 AFFAIRE / COMPTE EXPLOITATION / INITIALISER BUD must be enabled. This entry is grayed out if the initial budget has been validated.
A dialog box is displayed in which you must select a type:
Attention: any update on the employee record sheet (daily rate, skill, etc) will not be taken into account in the Trading Account because the date are stored when creating the budget. You will have to delete and recreate the line to take the modifications into account.
When you modify the Total column for purchases or sales items, the Unit Price is recalculated according to the New Total rule divided by the displayed quantity.
The DMF 061702 AFFAIRE / COMPTE EXPLOITATION / VALIDER BUD must be enabled.
This function allows you to validate the data saved in relation with the Budget columns group.
The validated initial budget will be named Budget r°1.
The DMF 061703 AFFAIRE / COMPTE EXPLOITATION / PURGER BUD must be enabled.
Following the warning message, this function clears all the data saved and initialize all the fields from the Budget column.
If the budget is validated, the function is not more accessible.
The DMF 061704 AFFAIRE / COMPTE EXPLOITATION / REVISER BUD must be enabled.
This function open a window that allows you to enter the revision name. The revision value increases by an increment of 1 (from 1 to 2 when revising the initial budget).
When saving, Akuiteo keeps all the new values in its database (including the revision name and budget-type of the revision). You must validate this revision via Validating the budget.