Sage 200 budgets

Good day to you all.

Am inquiring about sage 200 budgets if we can be able to control posting on ledger lines when the budget is achieved (budget and actual are equal) and if there are possibilities of importing budgets straight from excel to sage 200

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  • 0 in reply to Jose De Sousa

    Good day team. i have tried to use the budget validations in the user rights but it seems they are not working out even when an agent on the system posts an amount on a GL line exceeding the budget amount the system doesn't warn you in anyway. and anyhow whats the essence of this budget validation override in the user rights . thanks 

Children
  • 0 in reply to ZIZU

    Good Day Zizu

    Concerning your budget validation query, can you confirm if the following setting has been implemented in your database?

    Proceed to General Ledger....Maintenance....Defaults. Under the 'Options' tab select the 'Supplier Document Budget Validation' option.

    Thank you.

  • 0 in reply to ZIZU

    I've used the budget validation option in the permissions when its on and off but it has no impact, the validations available only work in the supplier module but in case of any other posting either through the journals or cashbooks there is no warning even if the budget is exceeded. the end result we want is the GL lines not  to accept any further posting or give an alert when the budget is achieved.

  • 0 in reply to ZIZU

    Good Day Zizu

    The budget validation process is only applicable to supplier transaction processes. You can submit your request that budget validations be applicable for other transactions as a product feature enhancement.

    This can be done by using the web form platform from the following location:

    https://view.genial.ly/5d30840e94c0530fb1dcc996

    Simply select the 'Log a request by web form option.

    Thank you.