Introduction

Budget module allows to define monthly lump sums for different ranks and nationalities on 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.

Set Up

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

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 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 in an existing budgets.

Functional buttons:

Choose a vessel and year and press Open to create a new or open the existing budget.
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 a number of positions on the vessel.
The Total fields show the overall amounts, i.e. lump sums are multiplied by a number of position 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.
Use Delete Item to remove the selected record from the list.
Use Delete Budget if you want to remove all the records from the budget you created previously.

Overview tab

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

It is possible to use Filter by column or to limit the data selection some of the records.

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