Budgeting with Cost centers

Hi there!

Trying to set budgeting I faced a problem that system doesn’t give to enter any account (after update). ERPDemo - same result.

Secondly, If I want to set a monthly limit, so I get warning or stop if in this month monthly (not annual) limit is crossed, how do I set it? Do I need to make Distribution with equal percentage?

Slava



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We have fixed the account selection issue, please pull the latest updates.

And if you want to set a monthly budget, then you should make Distribution with equal percentage. And you can set "Warning" or "Stop" option in company record for both monthly and annually.

On 25-Jul-2013, at 3:57 PM, Slava wrote:

Hi there!
Trying to set budgeting I faced a problem that system doesn't give to enter any account (after update). ERPDemo - same result.

Secondly, If I want to set a monthly limit, so I get warning or stop if in this month monthly (not annual) limit is crossed, how do I set it? Do I need to make Distribution with equal percentage?

Slava



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Update works, thank you!


Trying to make ‘equal’ distribution (8.33x11+8.37) I get a puzzling message:
Percentage Allocation should be equal to 100%. Currently it is 100.0%

On Thursday, July 25, 2013 4:31:53 PM UTC+5:30, Nabin Hait wrote:
We have fixed the account selection issue, please pull the latest updates.

And if you want to set a monthly budget, then you should make Distribution with equal percentage. And you can set “Warning” or “Stop” option in company record for both monthly and annually.

On 25-Jul-2013, at 3:57 PM, Slava wrote:

Hi there!
Trying to set budgeting I faced a problem that system doesn’t give to enter any account (after update). ERPDemo - same result.

Secondly, If I want to set a monthly limit, so I get warning or stop if in this month monthly (not annual) limit is crossed, how do I set it? Do I need to make Distribution with equal percentage?

Slava



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Solved the puzzle, please pull the latest updates.

On 25-Jul-2013, at 4:49 PM, Slava wrote:

Update works, thank you!

Trying to make 'equal' distribution (8.33x11+8.37) I get a puzzling message:
Percentage Allocation should be equal to 100%. Currently it is 100.0%

On Thursday, July 25, 2013 4:31:53 PM UTC+5:30, Nabin Hait wrote:
We have fixed the account selection issue, please pull the latest updates.

And if you want to set a monthly budget, then you should make Distribution with equal percentage. And you can set "Warning" or "Stop" option in company record for both monthly and annually.

On 25-Jul-2013, at 3:57 PM, Slava wrote:

Hi there!
Trying to set budgeting I faced a problem that system doesn't give to enter any account (after update). ERPDemo - same result.

Secondly, If I want to set a monthly limit, so I get warning or stop if in this month monthly (not annual) limit is crossed, how do I set it? Do I need to make Distribution with equal percentage?

Slava



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Again thank you!

If action chosen is to stop, can some user with specific permission still submit it?

Slava


2013/7/25 Nabin Hait <na…@iwebnotes.com>

Solved the puzzle, please pull the latest updates.

On 25-Jul-2013, at 4:49 PM, Slava wrote:

Update works, thank you!


Trying to make ‘equal’ distribution (8.33x11+8.37) I get a puzzling message:
Percentage Allocation should be equal to 100%. Currently it is 100.0%


On Thursday, July 25, 2013 4:31:53 PM UTC+5:30, Nabin Hait wrote:

We have fixed the account selection issue, please pull the latest updates.


And if you want to set a monthly budget, then you should make Distribution with equal percentage. And you can set "Warning" or "Stop" option in company record for both monthly and annually.

On 25-Jul-2013, at 3:57 PM, Slava wrote:

Hi there!
Trying to set budgeting I faced a problem that system doesn't give to enter any account (after update). ERPDemo - same result.

Secondly, If I want to set a monthly limit, so I get warning or stop if in this month monthly (not annual) limit is crossed, how do I set it? Do I need to make Distribution with equal percentage?

Slava



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No, there is no such specific permission, you should increase the budget to submit it.

On 26-Jul-2013, at 11:18 AM, Slava Astafyev wrote:

If action chosen is to stop, can some user with specific permission still submit it? 




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