Define groups of items to track when budgeting, such as a location, department, equipment, work order type, or cost type. For example, monitor the cost of seasonal workers during the course of the year by identifying the work order types that make up this group, or track costs of several related departments by creating one budget group for all of them.
Creating a budget group for equipment or locations carries over all costs associated with any related child equipment or locations.
Follow these steps to define budget groups.
Open the Budget groups form (UNBGRP).
Budget group—Enter a unique code identifying a group of related items for which one budget is defined.
Description—Enter a description of the budget group.
Organization—Click to select the organization to which the budget belongs if you use multi-organization security.
Entity—Click to select the group’s entity.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.