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Budget Hierarchy contains budget types and budget lines which allow users to enter budget data against budget types and lines.
Features
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Add budget data
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Edit budget data -
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Delete budget data
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Add Budget Data
Users can adda new budget data through the Add New Popup which appears when click on Add New button. To add reporting years along with budget types/lines for the first time, user must go through Add New Popup.
If there are already added data within budget object, user can use New button placed in the right-side corner of the budget hierarchy levels. The New button is available only in reporting years rows and budget type rows.
Edit Budget Data
The budget object is implemented within allowing users to give inline editing. Budget values can be edited only in budget line level. If there are no any formulas added to a particular field in budget object configuration area or if a particular field will not get data from any other object within the workflow, use can edit the values from the budget line level of that field.
Once user update a value in budget line level, the rollup should be performed. Also, if that field is used in a formula, that formula added field also should be updated accordingly.
Delete Budget Data
Delete button is placed in the right-side corner against each budget hierarchy level including reporting year rows.
Users can delete reporting years, budget types and budget lines using this delete button only if there are no linkages with purchase orders raised in Invoice Object.
Links with Invoice Object
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