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

    Good Day Zizu

     Budget validations are available within Sage 200 as well as the importing of budget information via the Data Distribution Services (DDS).

    Below is a link to a Sage 200 Budgets webinar which is available on our Knowledgebase site.

    http://kb.pastel.co.za/article.php?id=4981

    Thank you.

  • 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 

  • 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.

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  • 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.

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