mis_builder_budget

Purpose

This module enables the creation of budgets for MIS reports, allowing budgeted values to be used as data sources in report columns.

Features

mis.budget: Enables creation of budgets linked to MIS report templates with KPI-based budget items.
mis.budget.item: Provides budget amounts for KPI expressions over specified date periods.
mis.budget.by.account: Supports budgets based on general ledger accounts rather than KPIs.
mis.budget.by.account.item: Defines budget entries with debit, credit, and balance for specific accounts.
mis.report.instance.period: Integrates budgets as selectable data sources for MIS report columns.
mis.report.kpi: Marks KPIs as eligible for budgeting.
budgeting: Includes workflow states for budget management including draft, confirmed, and cancelled.
budgeting: Supports date range selection and company-specific budgets.
budgeting: Prevents overlapping budget items for the same KPI or account within date ranges.
budgeting: Allows drilldown from MIS reports into detailed budget items.