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Add Budget

Overview

This form may be used to add an additional budget to the product so that the appropriate postings may be made for this budget.

  1. From the Master Menu, select the Fleet Kompact option and Company required.

    The Kestrel Kompact Menu is displayed.

  2. Select the Contract Management option.

    The Contract Management form is displayed.

  3. Select the Open icon.

    The Contract Search form is displayed.

  4. Enter the appropriate information to locate the required agreement.

  5. Select the Edit icon.

  6. Select the Agreement shortcut from the menu on the left of the form.

  7. The contract management Agreement Tab is displayed.

  8. Select the agreeedit.gif icon.

    The Edit Finance form is displayed.

  9. To add a new (unused) budget line select the Add icon.

    The Add Budget form is displayed.

This form is constituted of three elements, which are as follows:

Title Bar

In addition to displaying the form name the Title Bar provides a number of useful buttons.

Add Budget Dialogue Box

The following fields are contained within the form:

Budget: Selection of the Drop-down button immediately to the right of this field displays all of the current available budget lines from which to select.

Budget Value: Enter the total (new) budget value (for the entire contract period) for this budget line. This value is then entered into the Budget field and the corresponding Period value is also updated.

From Period: The period (e.g. 13) from which the new budget type/value is to commence.

To Period: The period (e.g. 36) up to which the new budget type/value is to end.

COMMAND BUTTONS

The full list of command buttons is as follows:

OK: Creates the new budget line which is then displayed in the Edit Finance form. The system will prompt Synchronize Income with this new budget?; select the Yes or No command button as required.

Cancel: Exits the form and returns to the Edit Finance form without taking any action.

Help: Displays online context-sensitive help using the default browser.


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