Budgeted Amounts - Recording and Versioning
If budgeted amounts are to be changed, it is possible to navigate to the cell entry in question, enter the new value, and then click on the “Assist Button” to the right of the cell entry to open the “Work Order Budget Entries” list for labeling:
Description Work Order Budget Entry Change:
Every value change in the budgeted amounts provides for a value correction carried out in the background, i.e. so-called work order budget entries are created in the background. The changed value is always dated to the first day of the set filter.
The more precise the planning of the outflow of funds can be, the smaller the interval can be selected for the “View by” field.
Costs
The calculation of costs is based on the work order entries “Cost Amount (Actual)”.
To determine which filters are applied during the calculation, it can be navigated to the cell entry in question and clicked on the “Assist-Button” to the right of the cell entry to open the “Work Order Budget Entries” List. The set filters are displayed by clicking on the small filter symbol in the upper right corner.:
Costs (Cost Amount)
For these cost columns, the calculation is also based on the work order entries but referring to the „Cost Amount (Expected)” column.
Costs incl. OR
For these values, the actual or expected cost amounts are calculated. The difference lies in the item type of the order value item. The order item type “OR” is also taken into account.
Calculated Fields
Following calculated fields are used for the entry in the „General“ tab:
| Field Name | Description / Information |
| Total Costs + Ordered External Service | Addition of Total Costs and Ordered External Service |
| Difference | Difference = Total Budgeted Amount – Total Costs – Ordered External Service |
| Difference incl. OR | Difference incl. OR = Total Budgeted Amount – Total Costs incl. OR – Ordered External Service |
| Difference (Cost Amount) | Difference (Cost Amount) = Total Budgeted Amount – Total Costs (Cost Amount) – Ordered External Service |
| Difference (Cost Amount) incl. OR | Difference (Cost Amount) incl. OR = Total Budgeted Amount – Total Costs (Cost Amount) incl. OR – Ordered External Service |
| Available | Available = Difference – Expected Costs |
| Available incl. OR | Available incl. OR = Difference incl. OR - Expected Costs |
| Available (Cost Amount) | Available (Cost Amount) = Difference (Cost Amount) – Expected Costs |
| Available (Cost Amount) incl. OR | Available (Cost Amount) incl. OR = Difference (Cost Amount) incl. OR – Expected Costs |
Further Notes
- It is recommended to adjust the display of the columns to the own requirements. For example, if planning is based only on the total amount, columns related to cost type are not required.
- An automatic calculation can be activated at the Work Order Budget Overview. Therefore, the related columns must be displayed via personalization function first. Then, with “Edit List”, the relevant checkboxes can be activated for automatic calculation. However, this can lead to delays in the display.
- Delivered Purchase Orders are shown at ordered external services. Only when a purchase order has been invoiced is it no longer declared as "Ordered", because the focus is on the costs.
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