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There are many budget planning slips within a budget. At least one planning voucher must be entered for each business unit. In the planning slip; Vouchers are created by taking into account the above dimensions, including budget center, budget item, and activity type.

It is a plan in which multiple planning vouchers are cumulatively collected, with income and expense forecasts prepared by business units every year. Business units prepare their budgets in line with their business plans, submit them to the management, and the management makes the necessary revisions and approves the consolidated budget of the business and declares it to the business units. Expenditure control or revenue targets are made based on the approved budget.

Budget Planning Dimensions
Time Range	Budget Center	Budget Category	Budget Item
Activity Type	Expending Subject	Income/Expenditure Source	Project
Business Group	Relevant Employee	Related Physical Asset	Business

Planning the basis of budget planning creates slips. Unlimited planning slips can be entered under a budget. Income and expenses are recorded on a row basis in the planning slips according to the dimensions in the table above.

Budget Planning Slip Fields

Expense and Income Center: Determines where the expenditure or income occurs. It is a mandatory field.
Budget Line: Makes the main grouping of expenditure or income. It is a mandatory field
Activity Type: It records the result of the activity.
Business Unit: It records in which business unit in the business it was made.
Project: If the expenditure or income in the budget depends on a project, the project is selected.
Business: If the expense or income is related to a business, the business dimension is added.
Physical Asset: Repair and maintenance expenses or income are associated with physical assets.
Subscriber: Expenses made for subscribers is recorded.
Spender: The person who made the expenditure is selected.
Transaction Type: System Management Transaction-Process Categories The relevant transaction type created from the Transaction Categories window is selected.
Process/Stage: System Management Transaction-Process Categories Processes or Process The relevant process/stage created in the Management Processes window is selected.
Related Budget: The budget to which the Income/Expenditure Plan will be associated is selected.
Document Number: The number we defined in the System Management > Document Numbers > Finance Page Numbers section appears automatically. If it is not defined in the system, it is entered manually.
Line Date: It is the estimated realization date of the Income/Expense.
Planner: The company employee who carries out the plan.
Description: The necessary explanation about the plan is entered.
Show in the Scenario: Allows income and expenses to appear in the cash flow scenario.

Note: Budget Planning Slips can be prepared and imported in CSV format under the Budget Module.

Planning Receipts Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Budget Planning Receipt,Page Settings / budget.list_plan_rows Xml Setup Wiki

Planlama fişleri, gelecekteki finansal işlemleri tahmin etmek, planlamak ve izlemek için kullanılır. Her yıl İş birimleri tarafından hazırlanan gelir ve gider öngörülerinin yapıldığı birden çok planlama fişinin kümülatif olarak toplandığı plandır. İş birimleri iş planları ile uyumlu bütçelerini hazırlar, yönetime sunulur ve yönetim gerekli revizyonları yaparak işletmenin konsolide bütçesini onaylar ve iş birimlerine deklare eder. Harcama kontrolü ya da gelir hedefleri onaylanmış bütçe üzerinden yapılır.

Process Design,Budget Planning Receipt / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Budget Planning Receipt Transaction Category / settings.list_process_cats Process Cat Wiki

Bu sayfanin cf_big_list_search'ü olusturulmustur.

Add Budget / budget.list_budgets Master Data Wiki

Workcube, bütçe işlemi yapan iş fonksiyonları gerçek zamanlı bütçe kayıtları oluşturur. Bu kayıtlar size planlı veya plansız tüm harcama ve gelirlerin izlenmesini sağlar. Eğer gelir ve masraflarınızı gelir-masraf merkezlerine göre planlamış iseniz sonuçlar ile planları her an karşılaştırabilirsiniz.

Add Income/Expense Plan / budget.list_plan_rows Master Data Wiki

Planning and Accrual Transfer / settings.budget_plan_import Master Data Wiki

Planlama ve Tahakkuk Fişlerini hazırlanan dosya ile toplu olarak sisteme aktarılması için kullanılır.

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About Workcube Objects

Planning Receipts

Planning filers are used to forecast, plan and track future financial transactions. It is a plan in which multiple planning slips with income and expense forecasts prepared by business units every year are cumulatively collected. Business units prepare their budgets in line with their business plans...

Type: WBO Version: Catalyst v5 Licence: Standard Author: Workcube Core