A budget header is attached to a budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project. when a Vendor Purchase Order Budget is created. Use these fields to determine the behavior of PSA when a budget header is attached to a budget.
Key: * – Mandatory; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Active | Indicates whether the budget header is active and the rules on it are enforced. | ||
| Account | * | The accountAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists. to which the budget relates. | |
| Type | * | The budget type. | |
| Budget Header Name | * | The name of the budget header. By default, this is the Budget Name suffixed with the word Header. | |
| Owner | R | The owner of the budget. | |
| Project | * | The projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. to which the budget relates. |
| Field | Description | |
|---|---|---|
| Amount | * | The Budget Amount on the related budget. |
| Amount Consumed | The amount of the budget that has been used. | |
| Amount Overrun Allowed | Indicates whether the budget is allowed to overrun by the percentage specified in the Amount Overrun Percentage field. | |
| Amount Overrun Percentage | The percentage that the budget is allowed to overrun when the Amount overrun Allowed checkbox is selected. |
| Field | Description | |
|---|---|---|
| Expense Amount | * | The Expense Amount on the related budget. |
| Expense Amount Consumed | The amount of the expense budget that has been used. | |
| Expense Amount Overrun Allowed | Indicates whether the expense budget is allowed to overrun by the percentage specified in the Expense Amount Overrun Percentage field. | |
| Expense Amount Overrun Percentage | The percentage that the expense amount is allowed to overrun when the Expense Amount overrun Allowed checkbox is selected. |
| Fields | Description |
|---|---|
| Total Amount Overrun Allowed | Indicates whether the total budget is allowed to overrun by the percentage specified in the Total Amount Overrun Percentage field. |
| Total Amount Overrun Percentage | The percentage of the combined Budget Amount and Expense Amount that the budget can overrun by when the Total Amount Overrun Allowed checkbox is selected. |
Concept Information
What can I do with Vendor Invoicing?
Related Tasks
Creating a Budget From a Product Line Item
Creating and Submitting an Invoice
Setting up Vendor Accounts, Partner Users and Resources
Reference Materials