Budget comparison by item (Budget console)

Check the comparison between the budget and the actual data registered based on the templates of the balance sheet, profit and loss statement, sales/management expenses report and cost report.
→To Operation Procedure

Screen Transition

[Basic Console Module]
  ↓
[Budget Console]
  ↓
[Budget Comparison by Item] or [Budget Comparison by Item 2] (B/S)/(P/L)/(Sales/Management Expenses)/(Cost Report)
  ↓
[Budget comparison by item] screen

Objects setup

[Searching Condition]

• Term
  Specify the term for budget comparison by item.
• Template
  Set the template code specified by the accounting department.
• Item
  Select an item for comparison from [Department], [Correspondent], [Project Code 1], [Project Code 2], [Accounting Analysis Code 1], [Accounting Analysis Code 2] and [D Description].
  Normally, select [Department] and enter the actual department or summary department.
• Budget Code
  Enter the budget code specified by the accounting department.
• Row No.
  The total number of rows in the spread is displayed.
• Include Unapproved
  To include unapproved budget in the budget comparison, check the box.

[Data Level]

• 1 - 20
  Check the data level for budget comparison.
  

[Select Row]

• Summary Amount
  Select between [All], [Achievement Rate] and [Difference]. When [Achievement Rate] or [Difference] is selected, enter the achievement rate or difference.
• Summary Period
  Select between [PS Term Amt] and [Total Amt].
• Summary Unit
  Select the summary unit to display the amount between [Summary A/C 1], [Summary A/C 2], [Summary A/C 3] and [A/C // Sub A/C].
• Row to Display
  Specify the row number of the spread to select the specified row.

[Spread]

• ,
  Clicking drills down the data to the details of [Summary A/C 1], [Summary A/C 2], [Summary A/C 3] and [A/C] for reference. The changes into when the data has been drilled down.
• Summary A/C 1 - 3
  If [Summary A/C 1], [Summary A/C 2] or [Summary A/C 3] has been selected in [Summary Unit], the names of the summary A/C registered with the [Financial Statement module] are displayed.
• A/C Code, Sub A/C
  If [A/C // Sub A/C] has been selected in [Summary Unit], the A/C name and sub A/C name are displayed.
• Budget Amt, Actual Amt
  Shows the budget and actual amounts summarized based on the [Select Row] setting.
• Difference
  Shows the difference between the budget and actual amounts.
• Achievement Rate
  Shows the achievement rate of the actual amount to budget.

[Print]

• Output All
  All budget comparisons shown in the spread are output to Excel or printed.

[Buttons]

• (Refer Term Balance update)
  Shows in a separate window the condition of balance update for the term specified in [Term].
• Refer
• (Tracking)
  Shows the data below the level displayed by drilldown with and in the [Tracking Console 3] screen.
• Excel output
  Excel is started and a list is displayed containing only the budget comparisons selected in the spread. If the [Output All] box is checked, all of the budget comparisons in the spread are displayed in an Excel file. The data can be saved/ printed with Excel.
• Print
  A list is displayed in the Print Preview window containing only the budget comparisons selected in the spread. If the [Output All] box is checked, all of the budget comparisons in the spread are displayed in an Excel file. The data can be printed with the Print Preview window.
• (Graphics)
  The rows selected in the spread are retrieved for graphical display of the budget comparison.
• (Column Searching)
  The [Column Searching] screen is displayed to allow column searching of the spared.
• Display Name 1 (Name1/2)
• Clear
• Exit