Contents

Introduction

The budget module allows 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.

Open

Set-Up

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

Open

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

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

Module Overview

Maintenance tab

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

Functional buttons

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

    

2. Use Add Item to 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.
   
   

   
   In the Nr field, you should define several positions on the vessel.
   The Total fields show the overall amounts, i.e. lump sums are multiplied by several positions and shown in the total fields. 
   The Totals at the bottom of the screen show a sum of lump sums and two total fields show a sum of totals.

3. Use Delete Item to remove the selected record from the list.

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

Overview tab 

Overview tab shows 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.



It is also possible to Group budgets by Vessel, Position, Nationality, etc. by dragging any column(s) into the above section.

Copy Budget

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

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

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

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