RDA Budget

RDA Budget allows to manage a Budget within the system that will be consumed by the Budget Consumption Entries. The Budget Consumption Entries are created by the documents involved in the process starting from the RDA type document up to the Invoice type document.

The following procedure explains how to manage a RDA Budget:

  1. In Search type G/L Budgets then click on the first result
  2. On the opened page click on New
  3. Insert a name in the field Name
  4. Insert a description in the field Description
  5. Check RDA Budget flag
  6. Insert in Starting Date field the date from which the validity of the RDA Budget begins
  7. Insert in Ending Date field the last date of the RDA Budget's competence
  8. In Budget Dimension 1 Code field insert the first dimension already inserted in RDA Setup
  9. In the following Budget Dimension N Code fields insert the dimensions also entered in RDA Setup

Once the RDA Budget record has been created, perform the following steps to enter the amounts in the Budget:

  1. Click on the Name of the created Budget
  2. On the opened page choose which dimensions to display on the lines with the appropriate field Show as rows and which dimensions to display on the columns through the appropriate field Show as columns. In this way you will have a matrix of dimensions useful for imputing the RDA budget
  3. Once you have created the best visualization according to your needs, click on the light-blue line next to a dimension value for which you want to enter a Budget amount in the Budget Amount field
  4. On the new opened page G/L Budget Entry click on New
  5. enter the combination of dimensions in the relative fields for which you want to enter an amount in the Budget
  6. In the field Amount enter the amount
  7. Close the page

By uploading the excel file, you can massively import Budgeted Amounts.

By using Export to Excel and Import from Excel functions, for this purpose follow the steps below:

  1. On the created Budget 's page click on Export to excel button
  2. On the new page opened enter Main dimension code and No. of Periods then click Ok
  3. An excel file will be downloaded on your PC. Insert on the Excel file the amounts to be inserted on Budget and save the Excel file
  4. On the page linked to the created Budget click on Import from excel
  5. On the new opened page select for the field Option Replace entries or Add entries then click Ok
  6. On the page click on Open and select the file previously exported
  7. Click Yes to confirm