WO order Budget Control for a customer doest have Projects module

  • 30 November 2020
  • 2 replies
  • 124 views
ismalk
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Badge +2

Hi Everyone ,
 

What would be the best practice to have the Budgetary control in place for the work order activates   for any customer that is on Apps 10 and doesn't use IFs Projects , 

assume we have to have a yearly budget and every transaction is counting against the budget placed on the beginning of finical year.

any thoughts ….

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2 replies

A
Rank
Userlevel 7

Hi Everyone ,
 

What would be the best practice to have the Budgetary control in place for the work order activates   for any customer that is on Apps 10 and doesn't use IFs Projects , 

assume we have to have a yearly budget and every transaction is counting against the budget placed on the beginning of finical year.

any thoughts ….

Is it as simple as one number, or would they have different values for Personnel, Materials etc.? I’d probably setup a Custom Logical Unit to define the budget per X, Y, Z (i.e. a combination of maint org, site, type etc.) and the custom events blocking certain transactions when a transaction exceeds the threshold. 

 

ismalk
Rank
Badge +2

Thanks Andre’ ,
For now its basically one figure in-terms of  Maint Org and Site , but yes as you said guess we can set up Custom LU and events to trigger and address this in a quality manner . 

Also wanted to take this up  to keep a note in Community in case if some one search for the same  this might come handy , thanks again !!
 

Cheers 
Isuru

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