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DynaStar​™ Budget Allocations

The Budget Allocation Utility is used to allow a user to view how adding a Requisition, a Purchase Order or approving an item will affect the period budget. Use of the Budget Allocation Utility helps, a purchaser or an approver, to keep on top of their budget and spending and allows at a quick glance what effect the purchase will have on the budget defined for the period.

This utility can be accessed from:
1. The APP Menuby clicking the Utilities Menu, thenBudget Allocations (as shown above)
2. The PO Generatorby clicking the toolbar icon Budget Allocations
3. The Purchase Order Manager by clicking the toolbar icon Budget Allocations
4. The Requisition Manager by clicking the toolbar icon Budget Allocations
5. The Approval Manager by clicking the toolbar icon Budget Allocations

The Budget Allocation Screen, displays for each account in the system, for the current period displayed:

  1. The budget for the account
  2. The current amount allocated to the account
  3. The amount being inputted into the account (except when opening from the Utilities Menu)
  4. The remaining amount available in the budget for the account
  5. When the grid is grouped, totals are shown for each grouping

When opening from the Utilities Manager, shown below, all account codes are shown by default

When opening from one of the Purchasing Module Managers, the account code list is filtered to only those accounts on the record being inputted into the utility.

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