Overview
Classification Type is a general catalogue for the Budget Planning module which allows classifying coding blocks with different types such as revenue, expenses, salary, non-salary, debt, etc. for validation and reporting purposes. The mentioned coding blocks are included in the budget lines as part of a budget plan. This entity works as a catalogue which can be applicable to many scenarios and budget versions.
Classification Type is an independent process of posting data into a Budget Planning, therefore defining a Classification Type can be done before or during the entering of data into a Budget Plan, but in order to have a proper Budget Line’s coding block classification the process of defining and creating the Classification Types should be prior to the final posting of information into a Budget Plan.
Navigation
Budget Planning ► Classification and Flow Type ► Classification Type
Classification Type screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system. |
Classification Type Class | This attribute will be used as discriminator for validation and reporting purposes. The possible values are Revenue, Expenditure and Other. |
Language | The language used to describe the Classification Type. |
Name | The name of the Classification Type. |
Definition Tab | This is the collection of classification type definitions. Each definition will contain a coding block or a coding block expression. |
Overview
This is the collection of classification type definitions. Each definition will contain a coding block or a coding block expression.
Definition screen Tab screen Fields
Field | Description |
CoA | The CoA to which the Classification Type Definition belongs to. |
CoA Group | The CoA Group that will be used to group and classify the coding blocks. |
Active | It can be checked or unchecked, defines if the record is active. |
Language | The language used to describe the Classification Type Definition. |
Name | The name of the Classification Type Definition. |
Coding Block Type Definition Tab | This contains a type definition (Coding Block Expression) to identify the classification type, during data entry of budget lines. |
Fiscal Year Tab | The Fiscal Year to which the Classification Type definition applies. |
Overview
Flow Type is a general catalogue for the Budget Planning module which allows classifying coding blocks with different flow types such as Inflow and Outflow for validation and reporting purposes. The mentioned coding blocks are included in the budget lines as part of a budget plan.
This entity works as a catalogue which can be applicable to many scenarios and budget versions.
Naigation
Budget Planning ► Classification and Flow Type ► Flow Type
Flow Type screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system. |
Flow Type Class | This attribute is used as discriminator for validation and and reporting purposes. The possible values are Inflow and Outflow. |
Language | The language used to describe the Flow Type. |
Name | The name of the Flow Type. |
Definition Tab | This is the collection of Flow Type definitions. Each definition will contain a coding block or a coding block expression. |
Overview
This is the collection of Flow Type definitions. Each definition will contain a coding block or a coding block expression.
Definition Tab screen Fields
Field | Description |
CoA | The CoA to which the Flow Type Definition belongs to. |
CoA Group | The CoA Group to which the Flow Type Definition belongs to. |
Active | It can be checked or unchecked. |
Language | Country specific language used to describe the Flow Type Definition. |
Name | The name of the Flow Type Definition. |
Definition | This contains a type definition of coding block which can be a valid coding block or a coding block expression. |
Fiscal Year | The Fiscal Year to which the Flow Type definition belongs to. |
Overview
This process is used when it is necessary to automatically attempt to classify Budget Line entries for a specific Budget Version for a specific Budget Plan.
The system provides a User Interface where users can filter the Budget Plan and Budget Version from Budget Plan Entity providing the necessary look ups and standard Platform functionalities, after the selection of the specific version the system informs users that there are X quantity of rows pending to be classified.
Finally users start the process to classify rows by using the process of finding a Classification Type for all necessary budget line entries in the selected Budget plan and version.
Navigation
Budget Planning ► Classification and Flow Type ► ReClassifying Budget Line Entries
Reclassification Budget Line Entries screen Fields
Field | Description |
Budget Version | Appropriate Budget Version is to be selected. |
Overview
This holds the Equity Rule definition. The equity rule allows to configure budget validation rules that will be validated in a transition during budget plan workflow.
Navigation
Budget Planning ► Classification and Flow Type ► Equity Rule
Equity Rule screen Fields
Field | Description |
Code | Automatically assigned by the system. This is a unique identifier representing the Equity Rule. |
Active | Indicates if Equity Rule is Active. |
Equity Concept | Identifies which Concept of the given Coding Block Structure (left and right side COA Groups), this restriction applies. |
Left Side | Classification type to be selected from lookup button. |
Right Side | Classification type to be selected from lookup button. |
Equity Group Expression | Equity Group Expression, using the same approach as a Valid Code Combination, but for a single Concept. |
Level in Hierarchy | Level in Hierarchy Where validation should be executed. |
Language | Language used to describe Equity Type to be selected from dropdown box. |
Description | Description of the Equity Rule |