Introduction

Budget The budget module allows to define defining monthly lump sums for different ranks and nationalities on a certain vessel. Then these figures can be compared with real figures from payroll. 

It is possible to access the module from the main menu Modules > Budget Module.
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Set-Up

The Module configuration settings are located under the Setup >Global Settings > Modules and Datagroup >Budget.

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Here we define default currency to be used in the Budget module.

The currencies should be previously defined under Setup >General Codes > Miscellaneous > Currencies.

Main budget currency is mandatory, but the secondary currency field may be blank.

If none is specified the calculation is performed based on the Company currency under Setup > Organization Structure > Payroll > General.Image Removed

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Module Overview

Maintenance tab

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Under the Maintenance tab, you can define new budgets or make changes in an to existing budgets. 

Functional buttons:

1. Choose a vessel and year and press Open to create a new or open the existing budget.
   

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2. Use Add Item Image Modifiedto add a new record in the budget.
   The new empty record will be created. Select the position from the drop-down list and insert all the necessary details.
   

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   In the Nr field, you should define

   a number of

   several positions on the vessel.
   The Total fields show the overall amounts, i.e. lump sums are multiplied by

   a number of position

   several positions and shown in the total fields. 
   
   The Totals at the bottom of the screen show a sum of lump sums and two

   grand

   total fields show a sum of totals.

3. Use Delete Item Image Modifiedto remove the selected record from the list.

4. Use Delete Budget Image Modifiedif you want to remove all the records from the budget you created previously.
   

Overview tab 

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Overview tab shows an a list of all the budgets created in the system. 

It is possible to use Filter by column or to limit the data selection for some of the records.
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In It is also possible to Group budgets by Vessel, Position, Nationality, etc. by dragging any column(s) into the above section.

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Copy Budget

There are cases when budgets for different vessels are alike. For such cases, we have Copy Budget functionality.

Select the budget the budget that you need to copied copy from the list and click Copy Budget Image Modified. You can do the same by right-clicking on the mouse.Image Modified

A window appears proposing to choose a vessel, a year for the new budget that will be created.Image Removed

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Once you do this the system will create a copy of an exiting existing budget.