| Name | Type | Cardinality | Label | Required | Help |
|---|
| account |
RecordRef |
0..1 |
|
|
|
| amount |
double |
0..1 |
|
|
|
| budgetType |
BudgetBudgetType |
0..1 |
|
|
When the Multiple Budgets feature is enabled, budget category values are used on budget records to categorize types of budgets. In OneWorld accounts, budget category values are used to indicate whether budgeting is done at the local subsidiary level in local currency, or globally using the root subsidiary’s currency. Each budget category is associated with a budget category type of local or global. |
| category |
RecordRef |
0..1 |
|
|
Select the category this budget is included in.
Assigning budgets to different categories enables you to create different budgets for the same set of class, department, or location criteria.
To create a new budget category, click New. |
| class |
RecordRef |
0..1 |
|
|
If you want to create a budget for a specific class, select it here.
Leave this field blank to budget for all classes. |
| currency |
RecordRef |
0..1 |
|
|
This field indicates the currency for the budget. For accounts that are not OneWorld accounts, the currency is the base currency of the company. For global category type budgets in OneWorld, the currency is the base currency of the root parent company. For local category type budgets in OneWorld, the currency is the base currency of the local subsidiary, selected in the Subsidiary field. |
| customer |
RecordRef |
0..1 |
|
|
If this budget is associated with a specific customer or project, select it here. |
| customFieldList |
CustomFieldList |
0..1 |
|
|
|
| department |
RecordRef |
0..1 |
|
|
If you want to create a budget for a specific department, select it here.
Leave this field blank to budget for all departments. |
| item |
RecordRef |
0..1 |
|
|
If you want to create a budget for a specific item, select the item. |
| location |
RecordRef |
0..1 |
|
|
If you want to create a budget for a specific location, select it here.
Leave this field blank to budget for all locations. |
| periodAmount1 |
double |
0..1 |
|
|
|
| periodAmount10 |
double |
0..1 |
|
|
|
| periodAmount11 |
double |
0..1 |
|
|
|
| periodAmount12 |
double |
0..1 |
|
|
|
| periodAmount13 |
double |
0..1 |
|
|
|
| periodAmount14 |
double |
0..1 |
|
|
|
| periodAmount15 |
double |
0..1 |
|
|
|
| periodAmount16 |
double |
0..1 |
|
|
|
| periodAmount17 |
double |
0..1 |
|
|
|
| periodAmount18 |
double |
0..1 |
|
|
|
| periodAmount19 |
double |
0..1 |
|
|
|
| periodAmount2 |
double |
0..1 |
|
|
|
| periodAmount20 |
double |
0..1 |
|
|
|
| periodAmount21 |
double |
0..1 |
|
|
|
| periodAmount22 |
double |
0..1 |
|
|
|
| periodAmount23 |
double |
0..1 |
|
|
|
| periodAmount24 |
double |
0..1 |
|
|
|
| periodAmount3 |
double |
0..1 |
|
|
|
| periodAmount4 |
double |
0..1 |
|
|
|
| periodAmount5 |
double |
0..1 |
|
|
|
| periodAmount6 |
double |
0..1 |
|
|
|
| periodAmount7 |
double |
0..1 |
|
|
|
| periodAmount8 |
double |
0..1 |
|
|
|
| periodAmount9 |
double |
0..1 |
|
|
|
| subsidiary |
RecordRef |
0..1 |
|
|
Select the subsidiary for which you want to create a budget. |
| year |
RecordRef |
0..1 |
|
|
Select the year for which you want to create a budget. |